If you’re looking for a firm that will focus on your specific needs, and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.  We specialize in taxes so you don’t have to.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We specialize in individual income tax preparation but also have the expertise to help you with your small business tax issues.

Not all tax planning opportunities are readily apparent. We understand how the latest federal, state and local tax legislation and other developments affect you and your business, and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

In-Person Appointments

Experience the comfort and privacy of our dedicated offices for your in-person consultations.

Drop-Off Service

Conveniently drop off your tax documents at our location, and our experts will take care of the rest.

Remote Tax Service

We offer comprehensive remote tax services through phone, fax, e-mail, and virtual meetings to accommodate your schedule and preferences.

Free E-file and Direct Deposit

Enjoy quicker refunds with our free e-file and direct deposit options.

Advanced Tax & Refund Planning

Plan ahead with our expert guidance on tax and refund strategies tailored to your financial goals.

Social Security Planning

Receive personalized advice on maximizing your Social Security benefits and planning for a secure retirement.

Small Business Planning

Optimize your small business operations with our strategic planning services, designed to help you succeed.

Resolving IRS Issues

Dealing with the IRS can be an intimidating and complex process. If you or your business are faced with an IRS notice or audit, as Enrolled Agents we will bring our expertise to the table in order to deal with IRS tax matters. We will ensure that you are properly represented when dealing with the IRS and other tax authorities.

Call today to schedule an appointment!  303-457-9263