Our Services

Life Insurance Inquiry
Protect your Legacy with Life Insurance that never quits! We make sure that your policy fits YOU!
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30 min
Virtual Tax Consultation
Free 15-min Virtual Tax Consultation - Phone call with Tax Professional
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15 min
Benficial Ownership Form Consult
Quick 10 min consult on filing your BOI Form on your behalf
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15 min
Tax Planning Strategy
FREE 15-minute consult to see how we can help you save money on taxes!
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15 min
Tax Planning Interview
Only book this after your 15-min tax planning consultation
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1 hr
Virtual Tax or Business Meeting
(1) Hour Business or Tax Meeting via Zoom
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1 hr
Bookkeeping Consultation
Discuss and gather a better understanding of your bookkeeping needs.
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30 min
Mobile Notary Services
Mobile Notary Servicing the Maryland Area
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1 hr
Virtual Entity Formation
Entity formation for new and existing business owners
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30 min
Virtual Business Organizing
Assistance with setting up your new business or correcting any errors
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1 hr
Forms Assistance
We assist with properly filling out tax forms for Human Resources
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1 hr
1099-MISC & NEC Form Completion
Complete 1099-MISC and 1099-NEC forms
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30 min
15-min Software Follow-Up Consultation
15-min Q&A call after Launch
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15 min

Life Insurance Inquiry