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Reviews (3)

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J

Justin Sadauskas

24 February 2015

A financial genius. He has the ability to explain very complicated ideas simply to the client. Ive recommended him to many and they were are blown away.

D

David Smith

12 February 2015

Eddie has done an excellent job managing my investments and assisting me with the incorporation of my law practice. His tax expertise is also a big help in keeping my bill as low as possible. Eddie can be trusted with all of my financial planning and tax needs regardless of the size or complexity. More...

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Arnel Castillo

25 November 2014

Professionals are lucky if they are really good at one thing. Eddie is a wealth of knowledge at three...Real Estate, Tax Preparation, and Financial Planning.

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Q&A

We provide consulting, tax preparation, bookkeeping, and payroll services to a wide array of independent professionals and small business owners. We also serve a vast number of individuals and families especially in the financial planning and retirement planning arenas.

1) Did you know that you could save 15.3% in self-employment taxes by incorporating? I didn't think so.
2) Do you understand the impact of the latest Trump tax cut as it pertains to Section 199A of the US Tax Code? I didn't think so.
3) Did you know that you could sell a piece of investment real estate at a loss and still PAY taxes to the IRS? I didn't think so.

THIS IS WHY YOU NEED A GREAT ACCOUNTANT!

I love seeing the passion of the small business owner. It's just not easy to succeed these days and honestly many will not. I don't want my clients becoming statistics in a government survey. I love watching them use all the rules to their advantage and maximally achieving their goals.

I couldn't stand the idea that I couldn't be free with my thoughts when talking to and assisting people. Corporate America has a way of stifling the mind and making people do things they don't even believe in simply because upper management needs to make a sales quota or the investors need to see a larger bottom line at the cost of their customers.

No one will work harder to earn a client's trust. I am thoughtful, I am tireless, and I am completely dedicated to knowing everything I possibly can to help my clients succeed.