We are a team of dedicated professionals who enjoy working with numbers! We are industry experts who are experienced to take care of your money management needs. We specialize in outsourced accounting and bookkeeping services, high-net-worth family office services as well as a full range of tax preparation, consulting and insurance services. Our services are geared towards the overall financial needs of individuals, as well as small and medium sized business.
Should you go in business as a sole proprietor or form an LLC? We know it can get complicated. Get started right! We can be your entity formation gurus and prepare and file all your paper work.
When you are running a small business, there are tons of other things to do than reconciling expenses and organizing receipts. Save time and money and outsource your bookkeeping to us.
Let us make payroll easier for your company. We provide complete payroll solutions.
A budget is an essential component of your financial plan. Budgets often allow companies to set priorities for purchases and other expenditures.
Maintaining a positive cash flow is imperative for a company’s success. We will work with you to ensure your company achieves and maintains an optimal cash flow according to your industry.
Government reporting requirements
Sales Tax, Franchise Tax, Payroll Tax, TWC – we’ll make sure your company is in compliance with all State and Federal regulations.
Monthly accounting package
Each new monthly client is provided with a business assessment based on which we build customized monthly accounting packages to meet your needs.
Today’s business, legislative and regulatory tax environment is becoming increasingly complex, with the demands for transparency on the rise. We provide tax planning and preparation for individuals and businesses. We will work with you to ensure that your tax liabilities are minimized. We make it a point to stay on top of the ever changing tax laws and help keep your business in compliance.
Business Plan Development
Growth Strategy and Planning
Our Quality of Life…Insurance® product suite is Changing The Way Americans Think About, Purchase and Use Life Insurance.® What if you suffer a major heart attack, stroke, or invasive cancer and don’t die? Would your family be able to maintain their standard of living if you were financially impacted by a serious illness? Traditional life insurance is designed to provide security for your loved ones in the event of your premature death… but what if you could get life insurance you don’t have to die to use? Watch this video to learn more.https://www.youtube.com/watch?v=6kcNXFPtUVQ
Whether you’re planning for, nearing or already in retirement, we have a range of annuity products that can help you reach your financial goals. An annuity can help you while you’re saving for retirement. And when you’re ready to retire, an annuity can help you secure guaranteed lifetime income for you—or for you and your spouse. We can help you assess your personal situation and help determine if an annuity is right for you. https://www.aig.com/Annuities
For individuals, couples and family – we have the best plan to meet your needs Corporate – with new laws implemented, it only makes sense to get health coverage for your employees.
In and off exchange
Representing top Health Insurance Carriers
Affordable Health Care (Obamacare)
Buying an asset at the correct price is one of the most critical aspect of investing. We firmly believe that the investment process does not end at the time of acquisition or the completion of an asset.
Rather, this marks the beginning of the value creation process for an asset. Real estate is an income vehicle. Our primary focus is to generate stable and increasing property cash flow which creates value and the potential for appreciation.
We perform ongoing asset and market analysis, engagement of local property management companies, capital planning, budget management.