We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
EA, AFSP, CAA & General Lines Insurance Agent
Tax Preparer & Financial Analyst
Bachelor of Business Administration (BBA) specialized in Finance and Banking
Blanca L. Alfonso
Tax preparer, AFSP, Bookkeeper, Certified Quickbooks Pro Advisor.