We’re pretty good
with numbers.
Let us manage your financial records and tax filings with expertise and dedication, providing you peace of mind year-round.
We’re pretty good with numbers.
Let us manage your financial records and tax filings with expertise and dedication, providing you peace of mind year-round.
We make the
complex simple
We offer full tax, booking and accounting services, so you can focus on everything else in your business. With our expertise and know-how, we'll help you save money, reduce stress, and focus on your real priorities.
We make the complex simple
We offer full tax, booking and accounting services, so you can focus on everything else in your business.
With our expertise and know-how, we'll help you save money, reduce stress, and focus on your real priorities.
Small Business
We offer tailored solutions for small businesses, including tax planning, consulting, and compliance. Our goal is to help your business thrive while minimizing tax liabilities.
IRS Representation
Facing an IRS audit or issue can be daunting. Our experienced team provides expert IRS representation, advocating on your behalf and helping resolve any tax disputes.
Payroll Management
Managing payroll can be complex. We offer reliable payroll services, ensuring your employees are paid accurately and on time, and all payroll taxes are properly handled.
Accounting
Our accounting services help you manage your finances efficiently. We ensure your financial records are accurate and up-to-date. Book your appointment today.
Small Business
We offer tailored solutions for small businesses, including tax planning, consulting, and compliance. Our goal is to help your business thrive while minimizing tax liabilities.
IRS Representation
Facing an IRS audit or issue can be daunting. Our experienced team provides expert IRS representation, advocating on your behalf and helping resolve any tax disputes.
Payroll Management
Managing payroll can be complex. We offer reliable payroll services, ensuring your employees are paid accurately and on time, and all payroll taxes are properly handled.
Accounting
Our accounting services help you manage your finances efficiently. We ensure your financial records are accurate and up-to-date. Book your appointment today.
We have experts
in a range of
industries including:
Medical
Stay on top of the regulations that affect your business.
Real Estate
Stay on top of
the regulations
that affect your
business.
Freelancers
Stay on top of the regulations that affect your business.
Manufacturing
Stay on top of
the regulations
that affect your
business.
Our financial professionals will handle
your entire tax portfolio, including
business and personal accounts.
We have experts in a range of industries including:
Medical
Stay on top of the regulations that affect your business.
Real Estate
Stay on top of the regulations that affect your business.
Freelancers
Stay on top of the regulations that affect your business.
Manufacturing
Stay on top of the regulations that affect your business.
Our financial professionals will handle your entire tax portfolio, including business and personal accounts.
Trust is the
foundation of
great service
We provide income tax, accounting and bookkeeping services to individuals, small businesses and corporate clients. Our services are tailored to the unique needs of each client. We work as part of your team, understanding your needs and what matters to you.
| Features | |
|---|---|
| ✓ Trust | ✓ Expertise |
| ✓ Accuracy | ✓ Experience |
| ✓ Confidentiality | ✓ Professional |
Trust is the foundation of great service
We provide income tax, accounting and bookkeeping services to individuals, small businesses and corporate clients. Our services are tailored to the unique needs of each client. We work as part of your team, understanding your needs and what matters to you.
| Features | |
|---|---|
| ✓ Trust | ✓ Expertise |
| ✓ Accuracy | ✓ Experience |
| ✓ Confidentiality | ✓ Professional |
FAQs
Got a question? We’re here to help.
-
How much do you charge?
We pride ourselves on being a customer-focused alternative to large accounting and tax firms. Our fees are affordable and tailored to the specific services you need. We're committed to providing excellent value and personalized service that fits your budget.
-
How quickly can I receive my tax refund?
If you choose direct deposit, you can expect to receive your tax refund within one to three weeks. If you prefer to have your refund mailed to your home, it may take a bit longer.
-
What if I have a tax question during the tax year?
Unlike the typical national franchises, we are open year-round, 52 weeks a year. You can count on us to always be available to answer your tax questions whenever they arise.
-
What do I need to bring to your office?
To ensure we can accurately prepare your taxes, please bring the following information for each family member:
Personal Information:
- Name
- Date of Birth
- Social Security Number
Last Year's Tax Return
Valid Driver’s License
Income Documents:
- W-2s
- 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-MISC
- Self-employment income and expenses
- Evidence of a home sale
- Rental income and expenses
- Gambling or lottery winnings
Tax Refund and Payments:
- Amount of last year's state income tax refund
- Any estimated taxes paid
Other Income:
- Social Security or Railroad Retirement
- IRA or 401K distributions
- Unemployment compensation
-
How long do I keep my tax records?
The Internal Revenue Service recommends keeping your tax records for 5 years from the date you filed the return. We agree that most receipts and supporting documents can be discarded after this period. However, certain documents should be kept permanently, including:
- Your tax returns
- W-2s
- 1099s from banks, mutual funds, or brokerage firms
- Any contracts for assets you still own
These records should be part of a permanent file for future reference and security.
