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Our Services

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Your Partner in Taxes, Credit, and Business Growth

• Individual Tax Preparation (Federal & State)
• Small Business Tax Preparation
• Self-Employed/1099 Tax Filing
• Amended Returns
• Prior Year Tax Filing
• Tax Planning & Strategy Sessions
• IRS Letter/Notice Review & Assistance
• Audit Support & Resolution

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 Tax Software Reseller Services

• MilTax 1040 Pro Tax Software Sales
• Service Bureau Setup & Support
• EFIN Registration & Setup Guidance
• Back Office & Technical Support for Software Buyers
• Tiered Software Packages for Preparers

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Credit & Financial Services

• Credit Plug Handbook (Digital product)
• Credit Education & Budgeting Tips

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Insurance Services

• Life Insurance (Term, Whole, Final Expense)
• Health Insurance (Marketplace, Private Plans)
• Medicare Plans
• Life & Health Insurance Licensing Support
• Insurance Sales Training (Digital/Community)

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Business Services

• Business Formation (LLC, EIN, etc.)
• Business Credit Consulting
• Bookkeeping Courses
• Marketing Classes for Entrepreneurs
• Digital Business Setup Guidance

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Digital Products

• E-books & Handbooks (e.g., Credit Plug Handbook)
• Courses & Trainings (Marketing, Real Estate, Taxes, etc.)
• Planners & Templates (Social Media Planner, Tax Prep Sheets)
• Skool Community Access & Subscriptions
• The Taxpreneur Circle: Resources, Training, Networking

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Virtual Assistant & Back-End Services

• VA Hiring & Training for Tax Pros
• VA Placement Services (Coming Soon)
• Admin Support for Skool Communities

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Client Support & Community Engagement

• Free Financial Education in Facebook Groups
• Weekly Live Q&A / Tax Talks
• Workshops & Webinars (Real Estate, Credit, Insurance)

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