IT’S TAX TIME 😁 PLEASE CALL OR TEXT TO SCHEDULE YOUR 2025 TAX PREP APPT.
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KY Derby “Bets 4 Vets” Annual fundraiser for Veterans
Inaugural charity golf outing for local Veterans in need
1st Annual Bets 4 Vets Golf outing at Rock Manor GC on 8-25-25
Raising $$$ for Veterans in need
Cutting more checks for the Veterans 🇺🇸 🇺🇸 🇺🇸
If you are a Veteran in need; or know a Veteran in need..
Business Advisory Services, Wealth Management, & Tax Experts
ADVISORY SERVICES:
- Income Tax Specialists
- Business Advisory Services
- New Business Incorporation & Corporate Structuring
- Strategic Business Planning
- Venture Capital for Business Start-ups
- Tax Solutions for Investment Properties
- Comprehensive Financial Planning
- Wealth Management Services
- Small Business Financing
- Alternarive Investment opportunities for HNWI
TAX PREPARATION:
• Whether you're a seasoned investor, a small business owner, or an individual with a complex tax situation, our team of experienced professionals is equipped to handle your tax needs efficiently and accurately. We take the time to understand your unique circumstances and maximize your deductions and credits.
Personalized service: We work closely with you to gather your tax information and address questions you may have.
• Free review of prior year (2024) Income Tax Returns: To ensure that you have received all of the deductions and tax credits to which you were entitled (new clients)
• Expertise in various tax situations: Our team has over 30 years of extensive & comprehensive experience handling a wide range of tax scenarios.
• Accurate and Affordable: Accurate income tax return preparation at competitive rates.
• Income tax planning: For next year’s returns, in order to maximize deductions and credits, and potentially eliminate interest & penalties (safe harbor).
• Confidentiality is very important: As a tax practitioners, we receive and collect private personal information from various forms that you provide. We do not disclose such information, except as instructed to do so by you.