
Each Monday before the market open we deliver Safety Harbor Capital's The Compass Online to your email. Our investment journal includes our S&P index forecast with weekly investment ideas on how to profit from the forecast. We only do five Trading Ideas at a time so if you go 20% into each trade you can do all the trades and track your results.

We review the six key areas of financial planning with you and indentify and implement strategies to help you achieve your financial goals. We utilize tax strategies to help you save and invest most efficiently. You get a written fianancial plan with a road map to help you succeed.
Learn more about our comprehensive finanacial planning services

Taxes for personal and business. We specialize in sole proprietors, partnerships, S and C corps.
Not a business oner? That's ok - persoanal taxes welcome!
$150 for personal taxes
Add $100 for schedule C, E or F
Add $350 for partnership or corporation
Add $75 for state traxes
$225
$325
$450
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