Our Services
Comprehensive support in financial services and insurance.
We are your partner all year long
“We specialize in financial services and insurance, serving as your trusted partner all year round — always here to guide and support you.”
Accounting & Financial
We provide accurate bookkeeping, timely bank reconciliations, and detailed financial reports that give you a clear picture of your business’s health. Our goal is to help you stay organized and make confident financial decisions.
Tax Preparation (Personal & Corporate)
From tax planning and filing to IRS resolution support, we simplify the process so you don’t have to stress. We also prepare sales and use tax reports, ensuring compliance and maximizing your benefits.rimis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque.
Business Formation & Licensing
Start your business the right way. We handle LLC and S-Corp registrations, EIN applications, state and local licensing, and Florida Department of Revenue enrollment—so you can focus on growth while we take care of the paperwork.
Payroll Services
We manage your payroll from start to finish: calculating payments, handling withholdings, and preparing required reports and forms (W-2, 1099, 1096, reemployment tax). Accurate, reliable, and always on time
HR Support
Our HR services help you create strong foundations for your team. From employee onboarding to role structuring and documentation, we support you in building organized and compliant processes.
Notary Services
As certified notaries, we offer reliable services to validate and authenticate important documents for both individuals and businesses, ensuring every process is handled with care and professionalism.
Health & Life Insurance Enrollment
Whether through Marketplace/Obamacare, private health plans, or life insurance coverage, we provide expert guidance tailored to your needs. Our goal is to ensure you and your family are protected at every stage of life
Immigration Documents Preparation
We assist with a wide range of immigration paperwork, including family petitions, adjustment of status, work permits, green card renewals, and citizenship applications. With professionalism and care, we help simplify complex USCIS processes.
Billing & Medical Coding
Supporting clinics, private practices, and healthcare professionals, we provide patient billing and claims processing, insurance verification, and pre-authorization. Our team ensures accurate medical coding (CPT, HCPCS, ICD-10) and effective accounts receivable management to improve cash flow and compliance.
Associations & Partnerships
Through our network of strategic allies, we provide you access to specialized knowledge and experience that help your business grow.
How It Works
Our process is simple, clear and designed to meet your needs. We’re here to guide you step by step.
Personalized Consultation
We carefully evaluate your financial and business situation to understand your unique needs and goals.
Customized Strategy
Customized Strategy
You receive a clear, customized plan that outlines the steps, documents, and processes required to move forward efficiently and with confidence.
Guided Execution
We take care of the paperwork and guide you through each stage, ensuring everything is completed correctly and on time.
FAQs
We provide accounting, tax preparation, business formation, payroll, HR support, and notary services. Through our partners, we also offer health insurance enrollment, immigration document preparation, and billing & medical coding.
We serve both. Whether you’re an individual looking for tax or insurance services, or a business seeking comprehensive financial solutions, we can help.
You can request an appointment directly through our website, by phone, or by visiting our office.
Because we don’t just provide a service — we walk with you through every step, combining professional expertise, genuine human connection, and trusted specialized partners to help you make better decisions that empower your life and your finances.
“Connecting experience and commitment to deliver solutions grounded in integrity, transparency, and respect.”