Broker Check

Products & Services

Business Incorporations

  • State of Florida Division of Corporations requirements
  • Sales Tax Management
  • IRS Requirements 
  • Payroll Reporting Numbers with State and Federal Government

Financial Services

  • Wealth Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situations Planning


Tax and IRS Problem Resolution


  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Gift Tax Planning & Preparation
  • IRS Representation


Bookkeeping Services


  • Maintenance of Bookkeeping
  • Reconciliation of Bank Accounts
  • Chart of Accounts
  • Inventory
  • Accounts Receivable & Payable


Payroll Services

  • Live & After-the-Fact Payroll Service
  • 941, 940, w-2s, 1099 Reporting
  • Tax Planning
  • Retirement Plan Contributions
  • Employee/Employer Benefit Programs
  • Worker’s Compensation Insurance