Team
We enjoy steady growth through retention of our client base and continual flow of referrals from our long satisfied clients.
As a service based financial company, our main goal is to provide small businesses and business owners with the excellent customer service, financial advice & planning that promote successful financial growth.
Kelly Eftekhari (Enrolled Agent)
What is an enrolled agent?
Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.