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The Full Story

About Me

Originally born in Jamaica, I got introduced to the tax world in 2007 supporting Intuit TurboTax. Ten years later, I started my own tax consulting firm, which was built on referrals. We create tax and financial strategies for our clients to help them get out of debt, improve credit scores, and maximize tax savings, investments, and home purchases. 

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Mission

Our family is here to help you gain and maintain generational wealth. I help clients on the financial coaching and tax side. My wife drives the real estate portion of the business, helping clients to acquire homes/investment properties based off the tax strategies we employ.

Vision

Our vision is to set up you and your family for long-term financial success, no matter your age. We aim to simplify the tax journey for taxpayers, guided by our unwavering commitment to accuracy and transparency. 

We strive to provide personalized solutions that not only meet but exceed our clients' financial goals

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469-209-9809

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