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We have years of experience helping clients prepare their tax returns while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different tax laws products so you can get the right refund for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Tremekia began her tax preparation career in August 2015. In 2017, she added on additional financial services to better assist her customers.
LeTonya began her tax preparation in 2010 at T & M Tax Services. In 2012, she left T & M Tax Services to further her expertise.
Ciara is new to the industry but she is eager to greet and help all customers with their documents to ensure a smooth process for tax preparation and other financial services.
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
Life insurance is an important part of planning your estate and protecting your legacy.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Open today | 09:00 am – 07:00 pm |
Monday - Friday: 9 am - 7 pm
Saturday: By appointment
Sunday: Closed
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