• Planning and Financial Resources for Higher Education
• Tax Planning
• Budget Forecasting and Savings
• Banking Basics
• Debt and Credit Management Strategies
• Florida Durable Power of Attorney 
• Florida Last Wills and Testaments
• Advance Directives
• Grant Writing (Coming soon)

Services include aiding clients with registering their business with the applicable agencies, providing information for financial resources, business restructuring, coaching on how to successfully manage your business, and more.

• $1 Million Tax Audit Defense™
  Protection Plus goes the extra mile by committing up to $1,000,000 to resolve any notices issued by the IRS or state taxing authorities. Our team of experienced EA and CPA professionals is dedicated to swiftly resolving these matters to ease your tax-related concerns.
• Identity Theft Restoration
  In an unfortunate event of tax or non-tax identity theft, we stand by you to restore your identity promptly. Our experts assist in addressing issues like unauthorized access to bank accounts, tax fraud, child identity theft, and more, ensuring you regain control of your financial well-being.
• $2,500 Preparer Error Guarantee
  Mistakes can happen, even with the most skilled professionals. That is why we offer a guarantee of up to $2,500 for any legitimate preparer errors made during the tax return filing process. This coverage includes additional taxes, penalties, and interest incurred, subject to the terms, conditions, limitations, and exclusions outlined in the Tax Reimbursement Program Terms and Conditions.

We provide Notary services for all documents.
We also will travel for a fee to complete notaries

• Power of Attorney
• Living Wills
• Marriage Notary
• Real Estate Closing Notary
• Bill of Sale