About

CPA Accounting & Tax Services:

• Electronic Filing
• Business, Payroll, Individual, Trusts & Estates
• QuickBooks Pro Advisor, IT Support
• New Business Startups
• SBA Loan & COVID 19 Related Consultations

Personal and Business Financial Strategies:

Our Platform includes:

• Insurance (all types)
• Investments (Traditional & ROTH IRA's, Annuities, Rollovers, Mutual Funds, ETFs)
• Education- College Planning Program
• Health Care (Long Term Care, Medicare Supplements, Living Benefits)
• Estate Planning

Financial Education Workshops:

Our workshops are always free to attend. We also offer individual appointments, home presentations, and online Zoom appointments

Financial Education Blog:

https://wsbcampaign.com/tcricon/blog

It is our goal to financially educate 30 million families by the year 2030.