Accountant - Advisor - Notary Public - Realtor
Let us help you achieve your goals!
About Us
Jorge Vazquez, MBA
Dynamic professional with expertise in the accounting, finance, management, and real estate fields, identifying customer needs and implementing analytical alternatives to develop business sales opportunities. With my extensive customer service experience, I will bring a unique blend of creative and organizational talents of significant value to you. Throughout my career, I have consistently driven myself to meet challenges and achieve goals. I thrive in challenging and results-oriented environments.
Accounting and Taxes
We can add value to any business. Feel free to reach out with questions about topics like:
- New Business Setup and Business Plan
- Individual Federal, State and PR Income Tax Returns
- Business Federal, State and PR Income Tax Returns
- IRS Notice / Audit Assistance
- Bookkeeping Services
- Tax Advise and Planning
- Payroll and Sales Taxes
Advisor
Business Planning:
- Key Person Life Insurance
- Executive Bonus
- Buy-Sell Arrangements
- Non-Qualified Plans
- Business Succession
Insurance Planning:
- Permanent Life Insurance
- Term Life Insurance
- Mortgage Protection
- Long Term Care Insurance
- Critical Illness Insurance: Cancer / Heart Attack
- Disability Insurance: Short Term / Long Term
- Estate Planning
Retirement Planning:
- Social Security Benefit Review
- Penalty-Free Withdrawals
Investment Products:
- Fixed / Tax-Deferred Annuity
Real Estate Services
Feel free to reach out with questions about topics like:
- First Home
- Second Home
- Investment Properties
- Auction / Real Estate Owned / Foreclosure Properties
- Commercial Properties
Adding Value
Most successful businesses will tell you they could not have accomplished their goals without help. Our core principles and strong mission shape our efforts. So find out what make our proven approach to your business management successful. Call us today.