You can now avoid the tax penalty by rolling over money not used for education from 529 plans.

Life can change in the blink of an eye!

Tracey and I started a journey in the financial services industry because we lacked the education needed to get out of the rat race. Now we fast forward to today and all that we are blessed to do for families.

Everyone is free to work with anyone they choose I only ask that you work with someone in each area of life you desire growth. If it’s us that’s great!

Tracey and I are the proud owners of Top Notch CPAs. To learn more visit us at topnotchcpas.com

Our company is a fully licensed CPA firm that consist of the following Licensed Professionals who can help in any of the areas below.

The team:
Attorneys
Paralegals
Enrolled Agents
CPAs
Tax professionals
Licensed Financial Planners
Entrepreneurs
Real Estate agents & Brokers

Any Tax services:
Current filings, amendments, catching up on back filings, extensions, ITIN attachments, LLC, S & C Corp, Trust, ERC, SETC, Partnerships and much more. We specialize in understanding all of the Tax laws and codes to maximize your deductions, get you the most in write offs and or the biggest refund you can get legally!

Legal:
Estate Planning
Estate litigation
Business entity structuring, Trust, LLC etc..
Asset protection
General Counsel
Guardianship
Probate and Estate Administration
Foreign asset protection trusts
Buy Sell agreements

Financial planning:
Financial needs analysis
Financial GPS/Roadmap
Financial advice
Retirement planning
Annuities
Roll overs
College planning

⛑ Protection
Life Insurance personal and business
Permanent and Term
Key man Policies
Executive bonus plans
Survivorships
Health Insurance

Real Estate
Buying/Selling
Mortgage

Thank you for reading!

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