Our mission is to enhance our clients overall financial situation. To effectively achieve our mission, we have expanded our advisory services to include tax preparation and advice!
We have a strong tax background, via Jai Ramsawak’s IRS Enrolled Agent designation and Michael Lopes’ IRS Registered Tax Return Preparer certification. As a result, we are able to maximize the tax benefits our clients receive. With the help of our tax preparation software, we have created a hassle free, tax filing process.
For further information regarding the IRS Enrolled Agent Designation, please follow the link below.