For Profit & Tax Exempt Business planning services


Business Services

We provide all manner of business planning services, including:

  • Operating Agreements
  • Bylaws
  • Contract Creation
  • Contract Review
  • Business Planning

Nonprofit & Tax-Exempt Organizations

The application for your tax exempt status is daunting. We have the experience to help you choose the proper exemption and we will help you make sure nothing is overlooked in your application.

Modern Estate Planning

Our estate planning services include the traditional services (wills, powers of attorney, and trusts) but we also deal with your modern digital life as well. Have you ever wondered what happens to your social media accounts and your digital purchases after your death? We can help you take control of those assets and make sure that nothing is overlooked in the process.

Tax Planning & Investments

Let us connect you with our sister organizations DW Agosto Tax Planning, LLC,  Propel Financial Advisors, co-owned by Danielle Woods, where they can help you plan your happiness and your financial future.