ASK US ABOUT

Investments

  • Taxes
  • Income Replacement
  • College Savings
  • Retirement
  • Book Keeping Assistance
  • Living Benefits

Travel

  • Travel Discounts
  • Flight Discounts
  • Hotel Discounts
  • Vacation Home Rentals
  • Rental Car Discounts
  • Cruises ( Carnival, Princess Cruises, etc)

Book Your Next Vacation with us and receive up to 70% off discounts!!
Find out more

Healthcare Saving Program

Save On Family Healthcare:

* Dental Care
* Vision Care
* Prescriptions
* Chiropractic
* Medical Care
* Hospital Stays

  • Visit our website for more information regarding our dental discount program. Get started today

BUILDING RELATIONSHIPS

We specialize in working with both dedicated tax preparers and other businesses that believe tax preparation would complement their existing products and services. Consumer finance companies, insurance agents, car dealerships and retail stores are just a few examples of the businesses with which we partner.  Our goal is to make offering tax preparation simple and low risk. With our industry leading tax software and bank partnerships we can offer our clients high-quality software at an affordable price.

  • Innovative Tax Software
  • Quality Customer Support & Service
  • Multiple Banking Option
  • Assigned Account Manager

Get Our Tax Deductr app., to assist you with monitoring your yearly business expenses. Keep Track of your monthly deductions:
https://app.deductr.com/app/home#msgDeductr 

LIFE INSURANCE

  • As your Independent agent  we are your one-stop-shop for all of your insurance needs. I handle all of your financial needs  in one place.
  • Insurance is a complicated subject.  As your personal insurance agent, it is my business to understand it, and communicate it to you so you understand it as well.

Visit our insurance website for more information regarding life insurance