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Who Are We
Daphne D. Wilson, BA, Accounting Concentration, MBA, Accounting Concentration and Life Insurance Producer, is the CEO and experienced professional with a wealth of knowledge, having 20 years of experience in the financial sectors of accounting, banking, life insurance, and business consulting.
We show clients how to LEGALLY reduce their taxes and properly structure their small businesses via the areas of virtual bookkeeping, accounting, tax consulting, and personal insurance products.
Who We Serve
We have over 10 years of itemizing experience. Our agents also have training in 1099 Independent contractors' tax returns, cash pay business tax returns, home-based business tax returns, small business tax returns, corporate tax returns, S-CORP tax returns, and single member LLC returns. We offer itemizing for homeowners and maximized refunds for college students.