Individual Services

Let us help you to achieve your goals.

We are specialized in planning and consulting for individuals that needs help to achieve goals of savings for different purposes, as retirement, health, college or even acquisition of goods.

Tax Declaration

We can help you with your individual or self-employed income tax returns.

Tax Planning

We offer a personalized tax planning service for individuals, helping to maximize available deductions and making estimated payments during the year to avoid penalties when filing your tax return. We are also specialized in international taxpayers who need to comply with foreign income tax returns and assets such as FBar, Fatca and Firpta.

Retirement Planning

We offer guidance and financial tools to help you gain control of your future and plan for retirement by taking advantage of tax breaks on your savings.

University Planning

We offer guidelines and financial tools to help you save for your child’s college with many tax advantages.

Inheritance Planning

Ensuring that your family will not experience financial difficulties when you are no longer here to protect them is very important, so we are here to help you with Life Insurance plans and guidance on how important it is to have a plan in place and connect you and connect you with professionals who can help you in any aspect of this situation

Debt Settlement

We have an incredible partner to help you consolidate your debts and reduce your interest. Pay off your debts as soon as possible and regain control of your finances.

Application of ITIN (Tax ID)

We are certified agents with the IRS and we can help foreign people who have income in the USA to obtain their ITIN and remain in compliance with their tax obligations

Our mission

Our mission is to deliver services quickly and with excellence. For you, your family and your company we are certified and licensed, ready to serve you.

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