Resources

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order

Other tax companies are very confusing with their pricing, and charge you per tax form as they file your taxes.
With us, we are fully transparent with our flat-rate pricing and you will not find a better deal elsewhere!

Registration Form

Document Checklist

INFORMATION GUIDES

Time to build your financial literacy.

Managing Spending

Spending Rules

Saving Rules

Spending on Credit

Financial Decisions

Money Goals

Catch-up on Bills

Disaster Checklist

BUSINESS PLANNING AND DEVELOPMENT

Important guides to create generational wealth.

Empowerment Kit

Business Plan

Marketing Plan

FINANCIAL DEVELOPMENT WORKSHEETS

Resources for you to take control of your finances.

Monthly Budgeting

Tracking Income

Tracking Spending

Bill Calendar

Credit Reviews

Buying a Home

Buying a Car

Retirement Plan