Key Benefits & Features:

  • Personalized Tax Strategies:
    We analyze your unique financial situation—expenses, deductions, and revenue streams—to create a custom plan that lowers your tax burden.
  • Year-Round Support:
    Beyond tax season, we offer ongoing advice on payroll, estimated payments, and deduction tracking for seamless compliance.
  • State & Federal Expertise:
    Our team stays updated on the latest regulations, ensuring accuracy and adherence to tax laws across multiple jurisdictions in the NY tri-state area.
  • Audit Assistance & Representation:
    Have peace of mind with professional support in case of an audit or inquiry from tax authorities.

Key Benefits & Features:

  • Financing Matchmaker Tool:
    An interactive questionnaire and matching algorithm that identifies potential lenders, loan products, and compatibility scores—ensuring you find the best funding fit.
  • Qualification Simulators:
    Estimate your likelihood of approval based on revenue, creditworthiness, debt ratios, and more. We provide transparent insights to help you strengthen your application.
  • Strategic Guidance:
    From SBA loans to commercial mortgages, our specialists help navigate lender requirements, documentation, and application deadlines.
  • Community Support:
    Access the Leveraged Growth Collective’s forums, expert Q&As, and group discussions to learn financing best practices. (Presently on Facebook.)

Key Benefits & Features:

  • On-the-Go Convenience:
    We travel to your home, office, or mutually agreed-upon location to notarize essential documents.
  • Versatility:
    Ideal for loan closings, real estate transactions, and legal forms that require in-person signatures and notarization.
  • Efficiency & Professionalism:
    Our licensed notaries ensure each document is signed correctly, dated, and sealed in compliance with state regulations.
  • Flexible Scheduling:
    Weekday, weekend, and after-hours appointments accommodate your busy schedule.