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Individual Services

We offer Life and Cognitive skills with resources, tools and education to aid one better path of life.

Business Income Tax Returns

Our company will file your U.S. Corporation Income Tax Return to report corporate income taxes to the IRS. We also report income for other business entities that have elected to be taxed as a corporation (an LLC that has filed an election to be taxed as a corporation, for example).

Business Credit and Loans

We provide asset-based lending solutions to corporations and businesses. No matter the industry, our clients appreciate that our superior financing products are delivered with an individualized approach to account management.

Business Exclusive Services

We provide business owners with access to the expertise, tools, and the talent necessary to run their companies more effectively. Our business solutions are designed to work in direct coordination with our tax and wealth offerings. That way your business can maximize overall savings and long-term wealth creation.


We provide bookkeeping services to our business clients to record financial transactions, and is part of the process of accounting in business. Transactions include purchases, sales, receipts, and payments by  an organization/corporation.

Business Consulting

We work with clients on strategy, planning and problem solving, and helps clients develop business skills and knowledge. These topics range from designing a business model or marketing plan, to determining which marketing techniques to use and how to use them.

Administrative Services

Administrative services include planning, directing, and coordinating supportive services of an organization. Our specific responsibilities vary, but as administrative service managers we typically maintain facilities and supervise activities that include record keeping, mail distribution, and office upkeep.

Business Intensive Services

Knowledge Intensive Business Services (commonly known as KIBS) are services and business operations heavily reliant on professional knowledge. We focus on providing knowledge-intensive support for the business processes of other organizations.

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