If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your situation, and tailor our advice to your specific needs.

Buying or Selling a Business

Few business decisions are more important, complex, and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Immigration Services

We can process your application and petition for you to obtain lawful status in the United States. We carefully analyze your case and make recommendations on the most appropriate process for you and your family. We then assist with preparing the application and all other supporting documentation. Our goal is to provide you with answers and attention you need. Contact us today to find out how we can help you find honest answers at prices you can afford.

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Insurance Services

it’s our # 1 priority to provide the best health insurance rates in Florida to individuals. We help educate Florida residents on the best insurance options available to them. 

We are focused on providing Florida Health Insurance thru Blue Cross/Blue Shield of Florida offering products aimed at complying with government regulations including Medicare Supplement and Medicare Advantage. In addition, we look at Critical Illness, Accident Policy, and a full range of personal insurance alternatives.

We are a Preferred Contracted with Blue Cross Blue Shield of Florida Inc specializing in:

  • Obama Care
  • Health Insurance
  • Life Insurance 
  • Medicare 
  • Dental Insurance
  • Accident Insurance
  • Hospital Indemnity

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed in these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Real Estate Services

It has been my pleasure watching Naples grows and change in so many ways since I moved here 35 years ago.  Assisting someone with selling their home or buying a new home is my passion and that motivate me to go to the extra miles for every client.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns efficiently and promptly.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. Having us on your team makes you more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

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Call today to schedule an appointment!