Life Events

Consulting Services

Elder Care
You get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your elder loved one's best interest.
 
Estate Planning
Resources you need to answer your estate planning questions, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Advisory Services
We unlocks the potential for growth in dynamic organizations. We bring a full-service capability focused on our client's market, industry and issues.
 
Forensic Accounting
Our investigative accounting services will bring you with the necessary knowledge and experience in the field to give you a clear understanding of the situation.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
 
Offer In Compromise
Did you know that you can settle your debt with the IRS for just pennies on the dollar with their Offer in Compromise program?
Audit Representation
Rarely do our clients have to talk with the IRS. We handle it all for you so that you need not take time off of your job to handle the bureaucracy and paperwork of the IRS.
 
Online Tax Organizer
Don't miss any important deductions! Help us uncover hidden tax deductions by filling out this form.
Innocent Spouse Relief
Innocent Spouse Relief was designed to alleviate unjust situations where one spouse was clearly the victim of fraud perpetrated by their spouse or ex-spouse.
 
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
World Real Estate Group
Our feasibility analysis, due diligence, market research can help you turn critical and complex real estate issues into opportunities for growth.
 
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Personal Financial Planning
You get guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Wealth Accumulation Strategies
Our individually tailored wealth accumulation plan will help your money to work hard for you, so we want you to live comfortably and be able to enjoy life.