Partnering with you for a brighter financial future, one solution at a time

Company Founded

The company was established, initially offering basic taxation services.

2007

Started ICP Name Plates Service

Began offering ICP Name Plates services for clients in the trucking industry.

2009

Expanded to NY State Tax Services

Started providing specialized tax filing services for the state of New York, including NY-WDT filings.

2012

Expanded to California State Tax Services

Added tax services for clients in California, focusing on trucking taxes and corporate filings.

2014

Launched Corporate Services

Introduced corporate services, including business registration, compliance, and tax planning.

2015

Introduced Accounting Services

Began offering full-scale accounting services, such as bookkeeping, financial statements, and audits.

2016

Opened Notary Public Services

Started providing notary public services for clients needing document authentication.

2017

Served 500+ Trucking Clients

Reached a milestone of serving over 500 clients in the trucking industry for tax-related services.

2019

Transitioned to Digital Services

Shifted to offering fully digital tax filing services, enabling clients to file from anywhere.

2020

Added Payroll Services

Expanded offerings to include payroll management for businesses, ensuring tax compliance and timely payroll.

2021

Expanded to Multiple States

Extended services to include multiple other American states, increasing the reach of tax and corporate offerings.

2022

Reached 1000+ Clients

Achieved a major milestone of serving over 1,000 clients across various industries, including trucking, corporate, and small businesses.

2023

Introduced Financial Advisory Services

Launched financial advisory services to provide clients with investment and retirement planning advice.

2024

Tax Consultant

John Doe

john.doe@company.com

Senior Accountant

Jane Smith

jane.smith@company.com

Client Relations Manager

Alice Johnson

alice.johnson@company.com

Compliance Officer

Michael Brown

michael.brown@company.com

Tax Analyst

Emily Davis

emily.davis@company.com

Business Development Manager

David Wilson

david.wilson@company.com

Financial Advisor

Sophia Miller

sophia.miller@company.com

Software Engineer

James Taylor

james.taylor@company.com

Marketing Specialist

Olivia Anderson

olivia.anderson@company.com

Operations Manager

William Thomas

william.thomas@company.com