- +1 817-717-0317
- Dallas-Fort Worth Metropolitan Area
Services
What I offer
Tax Preparation & Reviews for Individuals and Businesses:
Ensure compliance and maximize savings with expert tax preparation and thorough reviews tailored to individual and business needs.
Bookkeeping:
Streamline financial record-keeping with comprehensive bookkeeping services, offering accurate tracking, reconciliation, and customized reporting for informed decision-making
Life Insurance:
Protect your loved ones and secure your legacy with tailored life insurance solutions, providing financial security in times of adversity and peace of mind for the future.
One on One Coaching:
Empower clients to manage their own finances by providing education on basic financial principles, assisting in creating and managing budgets, offering strategies for debt reduction, and guiding them in savings and investment planning with regular check-ins ensure accountability and facilitate continuous growth in financial literacy.
Who We Serve
individuals with some disposable income
Some Individuals with disposable income looking to grow their savings and explore investment options while enjoying their active lifestyle.
Busy senior executives
Busy senior executives with limited personal time, looking to make informed decisions by taking advantage of income shifting, tax deductions, credits, exemptions, and incentives provided by tax laws and regulations.
Committed business owners
Committed business owners (non-incorporated, single member LLCs and partnerships) focused on profitability, cash flow management, and balancing business growth and personal life.
Non-profit organizations
Non-profit organizations looking for strategic financial planning to enhance, impact and sustainably advance their missions.
Sounds Like You?
Book a Free Consultation
Hours of Operation
Sunday : 12PM – 5PM
Monday : 9AM–5 PM
Tuesday : 9AM- 5PM
Wednesday : 9AM- 5PM
Thursday : 9AM- 5PM
Friday : 9AM- 5PM
Saturday : 12PM – 5PM
*All services are offered virtually