​Registered Tax Professional:

Ensure that professionals have the necessary certifications and stay updated with the IRS's continuing education requirements.

 

IRS Certified Acceptance Agent (ITINs):

Help clients obtain ITINs by verifying their identity and foreign status without sending original documents to the IRS.

 

Tax Planning and Audit Protection:

Offer strategic planning to minimize tax liabilities and provide support in case of audits.

​Business Formation and State Registration:

Guide clients through choosing the right business structure (LLC, S Corp, etc.) and assist with state registration processes.

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Business Insurance:

Advise on the types of insurance needed to protect the business based on industry and size.

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Bookkeeping and Financial Reporting:

Offer monthly bookkeeping and financial reporting to help businesses track their financial health.

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Credit Restoration:

Assist individuals and businesses in improving their credit scores through various strategies.

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Legal Document Assistance:

Provide services related to wills, trusts, powers of attorney, real estate documents, and document translations.

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Renewing Permits and Residency:

Assist with the renewal of work permits, residency, citizenship applications, DACA, and TPS.

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Miscellaneous Services: Offer additional services.

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