PERSONAL finance Consultingproviding tax help for individuals and businesses
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Our SpecialtiesTax help &
professional tax preparation
convenient pick up and deliver
assistance with response to irs if needed
free electronic filing
cash flow analysis and development
debt management and elimination
establishing emergency and contingency fund
customized financial plan
From the owner
Make Your Own Opportunities
This business is the result of over 35 years of experience in financial matters. Experiences include budget development and money management, professional federal income tax training, preparing tax returns, teaching personal finances, real estate investor, and investor and short term trading of stocks.
We believe that financial well-being is not as much about how much money you earn as it is about how much of it you get to keep. Our tax and money management program is designed to help our clients do that.
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