Professional Financial Services in New York with Certified Public Accountant Expertise

Listing Details

Comprehensive Business & Financial Services for Investors

Service Overview

We are a licensed, bonded, and certified firm providing a full suite of business and financial solutions for investors, including bookkeeping, accounting, real estate brokerage, and SEC filing support. Our integrated services help you establish, manage, and grow your business while maximizing tax savings.

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Credentials & Experience

We are a veteran-owned, locally licensed, and bonded accounting, tax, and document preparation firm. Our credentials include:

  • Licensed bookkeeping, accounting, and real estate brokerage in California and Nevada.
  • Certified QuickBooks support provider.
  • Registered with the US SEC for EDGAR NEXT submissions (Regulation A support).
  • Nevada Document Preparation Service No. NVDP202009154306.
  • The owner and general manager is a certified Nevada veterans advocate.
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Services Offered

We provide end-to-end support for business formation, management, and growth:

  • Business Startups & Formations: Rapid LLC formation, renewals, and all associated mandatory filings for various structures including Anonymous, Series, S-Corp, and C-Corp.
  • Financial Management: Licensed bookkeeping, accounting, tax preparation, planning, and resolution services.
  • Business Growth: Profit assessment, marketing/business plans, and small business funding assistance.
  • Real Estate: Commercial space acquisition through our affiliated realty firms.
  • Specialized Support: QuickBooks setup/training, outsourced back-office services, and strategic tax planning for specific professions.
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Specialized Client Focus & Discounts

We offer tailored service bundles and significant discounts for:

  • Real Estate Investors
  • Senior Citizens, Veterans, and Active Military Personnel
  • Amazon Sellers, Realtors, Self-Employed Truckers, Gig Workers, and other 1099 earners

We provide special tax-saving planning and guidance tailored to these professions.

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Contact Information

Contact our offices for professional services and assistance. We will ensure your business is set up correctly and remains compliant.

Nevada Office (AFG Accounting / CalNevada Realty and Business Brokers): 702-497-5551

California Office (CalNevada Group): 619-618-8866, 310-990-9322, 714-326-8655, 888-446-4884

Nevada Secretary of State: 800-450-8594

Please Note: We do not provide legal advice but can connect you with legal affiliates for your needs.

Location

California
financial services

Professional Financial Services in New York with Certified Public Accountant Expertise

California
A

Ashley Jimenez

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