business formation

• Setup Business Structure

• File State Registration Documents

• Setup State Tax Structure

• Complete Parish Registration

• Establish Federal Tax ID

• Prepare Annual W2 & 1099 Forms

Individual & Business Tax Returns

• E-File Tax Returns & Amendments

• Financial Statement Analysis

• Formation Tax Solutions

• Back Tax Solutions

• Business Returns

life, health, disability, critical illness, vision & Dental

• Individuals, Families, Self-Employed, Small Business

• Term, Whole, Universal Life & Burial

• Medicare Supplements

• Short-Term & Long-Term Income Insurance

• Vision Insurance

• Dental Insurance

Business management & consulting

• Set & Align Business Goals

• SWOT Analysis & Periodic Review

• Employee Benefit Budgeting

• Retirement Solutions

• Financial Forecasting

• Record Maintenance

Small business capital FUNDING

• Business Capital Funding

• Commercial Real Estate Funding

• Line of Credit Funding

• Gig Funding

• Employee Retention Credit( ERC)

• Payment Processing