Financial services for real estate & healthcare pros
Specialized in tax and accounting solutions , we provide tailored financial strategies to help you maximize your success.

Services
Tax Planning & Stategy
Expert tax planning tailored for real estate professionals.
Accounting Services
Comprehensive accounting solutions for realtors.
Tax Prep
We do both personal and business taxes
Entity formation
Pick the best Entity Structure for YOU
Tax & Accounting Plans
Starter
$300/month
✓ Monthly Bookkeeping for 1 bank account and 1 credit card
✓ Year-end personal Tax Return
✓ IRS Audit Support
PRO
$400/month
✓ Monthly Bookkeeping for 1 bank account and 1 credit card
✓ Year-end personal Tax Return
✓ Business S corporation Tax Filing
✓ Annual Tax Planning Session
✓ Payroll Compliance
✓ IRS audit support
office
$600/month
✓ Monthly Bookkeeping for 1 bank account and 1 credit card
✓ Year-end personal Tax Return
✓ Business S corporation Tax Filing
✓ Quarterly Tax Planning & Projections
✓ Payroll Compliance
✓ Retirement Plan Consulting
✓ IRS Audit Support