We can summarize our services in three categories:

  • Accounting and Taxes
  • Insurance and Fixed Annuities
  • Business Consulting and other

Under the accounting and taxes category we include:

  • Compilation of operations for small businesses (income, expenses, acquisition of business assets).
  • Computation of wages and payroll withholdings and deductions to employees.
  • Preparation of financial statements
  • Computation and filing of tax returns (income taxes, sales taxes, payroll taxes).
  • Preparation of income tax returns to individuals, partnerships, corporations, non profit organizations, and trusts.

Under the insurance and fixed annuities we include:

  • Insurance for personal autos, homes, life, medical and disability.
  • Insurance for commercial vehicles, business property and general liability, workers compensation, group medical.
  • Fixed annuities.

Under the business and other consulting services we include:

  • Preparation of business plans.
  • Obtaining licenses and permits for business start-up.
  • Representation of tax payers before the Internal Revenue Service.
  • Notary public and translation of documents (English/Spanish).
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