WELCOME
Protect. Optimize. Grow.
Elevated3 Business Intelligence is your single gateway to tax, insurance, real estate, operations and compliance support.
Protect
Tax representation, insurance and compliance that keep you and your business covered.
Optimize
Accounting, tax planning and back-office support that make your operations run smoothly.
Grow
Strategy, executive support and real estate guidance that help you take the next step.
OUR SERVICES
Six ways we elevate your business
Explore our services and book a free consultation.
HOW IT WORKS
Three simple steps
From first call to finished work.
1. Request your consultation
Book a call or send us a few details about what you need.
2. Share your information
Upload documents securely and tell us your goals.
3. We handle the work
We prepare, file and guide you, and we stay in touch at every step.
Marlene Agosto, Chief Bilingual Consultant
Chief Bilingual Consultant
Marlene Agosto has over 20 years of experience as a licensed accountant and realtor. She is dedicated to helping businesses and individuals navigate complex financial and real estate decisions with ease, from tax preparation and bookkeeping to business consulting.
As a Puerto Rican American with roots in Chicago, Marlene combines her passion for business with a commitment to her community. Her hands-on, client-first approach has made her a trusted partner for businesses and individuals across Indiana, in English and Spanish.