Taxes

• Tax Services
• Income Tax
  Self employed individuals often find that there are greater hurdles to borrowing for them than an employed person. For many conventional lenders the problem with lending to the self employed person is documenting an applicant's income. Applicants with jobs can provide lenders with pay stubs, and lenders can verify the information through their employer. In the absence of such verifiable employment records, lenders rely on income tax returns, which they typically require for 2 years.

Investment

• Mutual Funds
• Bonds
• Money Market Funds

Accounting

• Accounting Services

Planning

• Financial Planning
• Mortgage Refinancing
  By understanding and preparing for the refinance appraisal process, you can better navigate your mortgage refinancing and potentially secure more favorable loan terms.