Our Services

Our team of tax advisors provides comprehensive preparation and planning for partnerships (Form 1065), S-Corporations (Form 1120S), and sole proprietors (Schedules C, E, and K-1).

 

• Review and prepare Profit & Loss statements

• Analyze financial records such as credit card statements, business accounts, and tangible assets for depreciation

• File Franchise Tax and Sales Tax returns (if applicable)

• Prepare and file amendments and extensions as needed

• Collaborate with clients on the tax implications of financial and investment decisions

• Provide payroll tax reporting (Form 941 – quarterly) for employees and 1099s for contractors

We provide personalized tax planning to help individuals, freelancers, and investors stay compliant while minimizing tax burdens.

 

• Prepare and review W-2s, 1099-NECs, real estate investments (Schedule E), and gig income

• Conduct full assessments of wages and develop forward-looking tax strategies

• File 1040X amendments when necessary

• Review freelancer/contractor income and expenses for potential Schedule C filing

• Review and prepare real estate investment income for Schedule E

• Identify tax savings opportunities through proactive planning

• Evaluate financial status and provide solutions for clients owing back taxes

Our advisors deliver services that keep your business on the right track in today’s increasingly complex and rapidly changing environment.

 

If you want an objective opinion based on years of helping businesses like yours, you’ve come to the right place. Drawing on extensive experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunities, estate planning, and mergers & acquisitions, we can guide you toward greater success.

 

We help you make sound business decisions while avoiding costly pitfalls — ensuring your business operates efficiently and with confidence.

 

In addition, our consultants assist business owners with:

 

Accessing business lines of credit

 

Securing SBA loans

 

Restoring and strengthening personal credit to support business growth

 

With our support, you can rest assured that your business is in good hands.

From traditional loans to innovative non-traditional mortgage solutions, we are redefining mortgage lending to make homeownership more accessible. Our programs provide income documentation flexibility and options tailored to today’s borrowers.

 

Traditional Loans

 

• Conventional Loans up to $517,000*

• FHA Loans

• VA Loans

• Non-Conventional Loans

 

Non-Traditional Loans

 

• Lite Documentation Loans

• Asset Utilization Loans

• DSCR Loans (including mixed-use & multifamily properties)

• Foreign National Loans

• ITIN Loans

We provide financial planning services designed to protect, grow, and manage your wealth.

 

• Estate Planning

• Annuities

• Life Insurance

• Investment Strategies, including mutual funds and other securities

Debt can feel like a never-ending burden, weighing you down financially and emotionally. If you’re struggling with unpaid bills, avoiding collection calls, and wondering how you’ll ever get back on track—you’re not alone. Millions of people face similar challenges, often feeling like there’s no way out.

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Our professional debt negotiators work directly with your creditors on your behalf. We create a strategic plan to settle debts through either a single lump-sum payment or a structured payment plan. Left unresolved, debt can quickly spiral as interest builds, late fees pile up, and creditors pursue lawsuits or wage garnishments. That’s why having an experienced partner by your side makes all the difference.

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Types of Unsecured Debt We Help Resolve:
 

• Credit Cards

• Medical Bills

• Personal Loans and Lines of Credit

• Unpaid Utility Bills

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What makes us different is our commitment to not just settling debt but also helping you rebuild your financial health. Through strategic credit counseling, we provide tools and guidance to restore your credit and give you lasting peace of mind.