What should the customer know about your pricing (e.g., discounts, fees)?
We provide complimentary Financial Need Analysis to check the current financial conditions and make necessary projections for the future.
What types of customers have you worked with?
> Tax-Free Retirement, College Fund, Insurance & Savings Plans
> Income Tax Return Preparation (Federal/State)
> E-File Services & Direct Deposit Refund
> Tax ID Number (ITIN) for Individual
> Federal ID Number (FEIN) for Business
> Amendment of Returns for Federal & State
> Tax planning for Individuals & Small Business
> Bookkeeping and Payroll Services
> Credit Card Processing / Merchant Account
> Notarial Acts & Notary Service