Our Services

Tax Preparation & Consultation

  • Individual Taxes

  • Business Taxes

  • Trust & Estate

  • Gift Taxes

  • Rental Property

  • GE Tax Services

  • Amended Taxes

As long as you are our tax client, you will have free consultation with Paul regarding your tax matters!

Accounting & Bookkeeping Services / Consultation

  • Financial Statement Reviews

  • Bank Reconciliations

  • Federal & State Payments

  • Payroll Management

  • Business Structure Guidance

As a business client, Paul will provide free consultation to help grow your business and save on taxes!

Business Funding & Co-Partnering

  • Starting a Business

  • Business Funding

  • Paul Co-Owner

  • Business Acquisition

Investment & Retirement Planning

  • Personal Investment Guidance

  • Implementation of Portfolios

  • Investments Tax Planning

  • Retirement Guidance

  • Assets Liquidation

  • Trust Guidance

  • Real Estate Planning & Guidance

  • Buying a Home

  • Selling a Home

Real Estate Transactions

(License Inactive)