
We specialize in strategic solutions tailored to the unique needs of family-owned businesses,
helping them overcome challenges and achieve long-term success.
Business Creation
We’ll guide you through every step of building your business, from drafting a comprehensive business plan to creating your by-laws, defining your business structure, and completing the registration process with the Secretary of State. We also assist with obtaining your Employer Identification Number (EIN) and more, ensuring a smooth start for your new venture.

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Registration with Secretary of State
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EIN Application
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Annual Registration
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Amendments
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Reinstatements
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Assistance to prepare Operating Agreement
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Sales Tax Number Application
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Sales Tax Returns
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Registered Agent Services

Tax Planning and Preparing
Our team assists both individuals and organizations in strategically planning for the future while staying mindful of their current situation. We ensure that your taxes are prepared in accordance with legal regulations to optimize your income. Plus, with our Errors and Omissions Guarantee, if any mistake or oversight on your return by our side leads to a fee or penalty, we will cover the costs for you.

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Individual Tax Returns
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Business Tax Returns
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Assistance with Audits
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Assistance to create accounts with IRS or state's DOR
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Assistance with tax payment plans
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ITIN Application

Business Coaching and Consulting
We're excited to partner with you in aligning your business goals with your personal aspirations! Together, we'll create a tailored marketing strategy that suits your unique needs, and we'll keep a close eye on your financial progress, empowering you to make informed decisions that drive your growth and success!
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Business Structuring
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Strategic financial planning to align future goals with current realities.
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Accurate tax preparation ensuring compliance with legal regulations.
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Income optimization strategies to maximize financial outcomes.


Document Filing
We also want to help you with the strenuous and costly process of preparing and submitting the documents required for the fulfillment of your goals and execution of your projects.
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Document preparation and review to ensure accuracy and compliance.
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Assistance with submissions to streamline approval processes.
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Guidance on regulatory requirements to reduce costs and delays.


Marketing Plan and Improvement
WeMange your marketing needs to a tailored marketing plan including traditional and digital marketing, and helping and guiding you to find the tools and support fitting your budget and business-oriented decisions.
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Customized marketing strategies combining traditional and digital approaches.
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Guidance on tools and resources that fit your budget and business goals.
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Ongoing support to optimize marketing efforts and drive growth.



Let’s take your business to the next level!
