Business Services

Fixing The Money Thing…A Practical Plan to YOUR Financial Freedom!
Debt Reduction and Financial Strategy

We can create our regular Personalized Financial Strategies Plan on a larger, Business scale to help you eliminate debt, set up employee benefits, invest, get cost-effective insurance, set up a cash reserve and plan for future growth.

Full Business Tax Services

Most business owners know they are paying too much in taxes, but they don’t know that 60% of tax returns have errors in the client’s favor.

If you have had a combination of 1099, self-employment and “S” or “C” Corporation, or rental income other than W2 wages, we can help. We will look for overpaid taxes within the last three years and get them returned to you.

Also, our partnerships bring the expertise of the nation’s largest accounting firm specializing in Small Business Tax Solutions, which will prepare over 15,000 small business returns nationwide this year. Let us help you save in taxes.

Complete Insurance Solutions

From Key Person Insurance, Buy Sell Agreement policies and more.  We will review your costs and coverage and provide a variety of solutions that will provide protection for the Business and your Employees.

Business Cost Analysis

Many business owners today are being overcharged for their gas, electric, telecommunication, merchant services and more and are not aware of their options. We can help locate savings in these areas and provide a simple free analysis to provide you with what savings options might be available today or in the near future to help increase your bottom line.

Employee Benefits and Legal

We look at the bottom line and help you maintain profits with solutions like our group insurance audit and analysis. payroll cost analysis and legal support cost studies for businesses. Our analysis of these areas is free. If we do not save you money with options that you can actually utilize, our time is free as well. We only get paid if you get paid.

We will show you how to save thousands and offer the benefits that your employees deserve.

Most importantly we will provide perhaps the greatest benefit you could ever offer your employees.  At no cost we will meet with each of your employees and provide them with their own personalized Debt Plan.  We find that a debt free Employee is a more focused and productive employee which translates directly to an increased bottom line for your business and a better quality of life for them.


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* Please Note if you are located outside of the United States or your state of residence is not listed in the drop down menu above, we are currently not able to provide our services at this time.