


Consultation Only
We offer a variety of financial services such as:
For Individuals
Help the struggle American who lives paycheck to paycheck get out of their financial crisis. We all have been thru financial crisis at some point in our lives, it is hard but not impossible to change the situation and we can help with that.
Home Purchase Financial Preparation including application and paperwork assistance.
Loans Applications
Tax Letters and Preparation
Debt Reduction Plans
Ins/outs of business ventures depending on industry
Professional research on new financial ventures with the guarantee of ALWAYS receiving honest, transparent and unbiased advise.
For Businesses of all sizes:
Customized accounting systems
Payroll Set-ups
New Business Filings and set-ups including best entity selections
Closing a business and payroll accounts
Payroll Documentation preparation including 941s Forms, Unemployment Forms for Florida and Federal
Federal, State, County and City Tax Correspondence
Unemployment Claims
Governmental Loans/Grants/Refunds Claims. We helped multiple businesses during COVID19 to receive their PPP (Paycheck Protection Program) and later, their forgiveness, along with loans and most recently the claims for the employee retention credit with some of them receiving over 300k between the 4 quarters.
Bank Loans. When you run a business and need cash to grow or even to start, banks can be a resource, however, the amount of paperwork including financial plans can be a challenge for everyone. We have the experience necessary to make this process smooth.
***Other services not included in this list*** This consultation is a tool for anyone (individual and businesses of any size) who needs a professional by their side and feels overwhelmed with any kind of financial paperwork. It will provide a one-one meeting (not to exceed 1 hour) to go over what is needed to be done, set up expectations and evaluate fit between the two parties.
We offer a variety of financial services such as:
For Individuals
Help the struggle American who lives paycheck to paycheck get out of their financial crisis. We all have been thru financial crisis at some point in our lives, it is hard but not impossible to change the situation and we can help with that.
Home Purchase Financial Preparation including application and paperwork assistance.
Loans Applications
Tax Letters and Preparation
Debt Reduction Plans
Ins/outs of business ventures depending on industry
Professional research on new financial ventures with the guarantee of ALWAYS receiving honest, transparent and unbiased advise.
For Businesses of all sizes:
Customized accounting systems
Payroll Set-ups
New Business Filings and set-ups including best entity selections
Closing a business and payroll accounts
Payroll Documentation preparation including 941s Forms, Unemployment Forms for Florida and Federal
Federal, State, County and City Tax Correspondence
Unemployment Claims
Governmental Loans/Grants/Refunds Claims. We helped multiple businesses during COVID19 to receive their PPP (Paycheck Protection Program) and later, their forgiveness, along with loans and most recently the claims for the employee retention credit with some of them receiving over 300k between the 4 quarters.
Bank Loans. When you run a business and need cash to grow or even to start, banks can be a resource, however, the amount of paperwork including financial plans can be a challenge for everyone. We have the experience necessary to make this process smooth.
***Other services not included in this list*** This consultation is a tool for anyone (individual and businesses of any size) who needs a professional by their side and feels overwhelmed with any kind of financial paperwork. It will provide a one-one meeting (not to exceed 1 hour) to go over what is needed to be done, set up expectations and evaluate fit between the two parties.