Our Services

We provide full-scale tax services for our clients including both business and personal taxes. Choose from stand-alone tax preparation to full-scale support throughout the year.  We specialize in tax services for individuals in the automotive industry, independent contractors, and other pass-through entities. 

Planning for the future is our forte! We can assist in creating the plan for your intangible assets to be managed in the most effective way possible while respecting your wishes. We can also assist with the creation of Living Wills.

Viatical Settlement is an option for those with a life-threatening illness to sell their life insurance policy for cash. This process allows the policy holder to relinquish the policy for more than the surrender value but less than the market value. *

We offer health insurance options including Medicare & Medicare Supplement. 

These sessions are designed to get you on track. After a comprehensive review of your financial situation, we will provide a blueprint for financial success. No matter where you are in your financial journey, we can assist in making sure it's the right path. 

Debt can be crippling & seem impossible to overcome. Bad credit can dim your financial future. We offer services to help restore credit, resolve student loan debt,  or learn how to build credit. 

We offer services for preparation for those wishing to file for bankruptcy Pro Se. While we cannot provide legal advice, we can assist in reviewing your financial history and creating a plan for the future. 

Looking to learn more about finances in general? We can come to your group to speak about financial topics or host one-on-one sessions.