experienced team is dedicated to protecting assets for disabled children, organizing asset management and retirement planning for care needed by the elderly and disabled. After a family member passes away, we can also assist in the administration of the estate. We provide tax and benefit planning

individuals and small businesses with their tax preparation and strategic planning needs. Our services for individuals, including assistance with new home purchases/sales, secondary homes, rental properties, studentIRA withdrawals, stock options, grants, foreign tax credits, charitable donations, medical expenses, home

of commercial and residential property. Utilizing online payment options for dues, etc. Ensuring HOA Directors. Organizing annual Board meetings and assists with annual elections. Controlling and directing Providing professional tax accounting services. We offer HOA finance management, property maintenance, and