Your go-to for all personal and business tax needs

We provide strategic tax filing for your personal income and your business, as well as payroll services to small businesses.

Personal
    • Tax management
      We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

 

    • IRS Representation
      Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

 

  • Debt & Financial Advising
    Our professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid.
Business
    • Tax Preparation
      Taxes are a distraction from running and growing your business. We take the hassle off your plate and give you peace of mind. You’ll be free to focus on things that will improve your bottom line, without paying an arm and a leg.

 

    • Payroll
      Our customer focused approach to payroll processing will instantly eliminate the time consuming and the daunting task of managing payroll at a cost and convenience that literally can’t be beaten!

 

  • Accounting Services
    Businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues

About Us

Our team, led by Benny Umbra, takes great pride in treating our clients like family. We leave no stone unturned when filing your taxes and we walk you through every step of the way when setting up your payroll operations. We do great work and are easy to work with, but what we really sell is peace of mind. We sell the peace of mind that your taxes are accurate and that your employees will get paid on time and the necessary withholdings are accounted for…

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Our Latest Blog Post

What is a 501(c)3?

November 2nd, 2017

What is a 501(c)3? There are 27 different types of organizations that fall under the umbrella of IRS code 501(c) and they all receive some exemption from federal taxes. However, that doesn&#....

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TAX RESOURCES

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Meet Our Strategic Partners

We are a professional team servicing most of your financial needs.


Developing a plan of action to rectify your debt with the IRS

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Auto, Home, Commercial, Life & Health insurance policies

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All management aspects of residential communities and office spaces

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