OUR FIRM
Guiding you with a helping hand toward financial clarity and success
Our
Mission
Creating Relationships
That Last a Lifetime
Over 30 years in business, we are a full financial service firm — husband and wife, family-owned and operated. Since 1993, our vision has been to help those who want to take control of their finances; learn how to budget effectively at any income level, build strong credit to reach your goals, implement strategic tax-saving plans, and develop the skills to become business-savvy, financially successful entrepreneurs.
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Being wealthy isn’t just the cash in your wallet, your savings, or your investments. Without financial intelligence, wealth is only temporary. Long-term financial success comes from mastering it every day — your mindset, your thinking, and the decisions you make all shape the outcome.
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It is because of God and our faith that we have been blessed with the talents to help others, and we find true joy in doing His work.
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TGBTG
To God Be the Glory.​​​​
— Travis & Twana Henry
Tax Preparation, filing & resolution
Comprehensive solutions including preparation and filing of personal, business, and corporate returns, past-year filings to stay compliant, and full tax resolution support for collections and levies.
Past-Year Filings
Catch up on prior-year taxes with expert guidance to avoid penalties and stay on track.
tax settlement solutions
Customized installment agreements and offers in compromise to make managing tax obligations simple.
Financial Planning
Strategic planning, cash flow analysis, and personalized advice to help you make confident financial decisions.
Audit Representation
Full guidance through audits, from notice to resolution, giving you peace of mind.
Accounting & Bookkeeping
Accurate bookkeeping and detailed financial reporting designed to keep your business records organized and help you maximize tax savings
Business development
Entity formation, compliance, and ongoing management support to set your business up for success.
Retirement solutions
Enter the next chapter of life with clarity and confidence — set goals, organize your finances, and build lasting stability.
Trusted Platforms
