This website exists to provide potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides. We specialize in tax planning, preparation and representation for individuals, corporations, partnerships, estates and trusts, and home-owners’ associations.
- Go Green! As we move into a paperless age, we take pride in bringing efficiency to our clients through our green services. By the use of e-mail, our secure client portal, scanners, an electronic faxing system and recycling or shredding of paper products we can improve our office by reducing our product and resource consumption.
- We Are There For You. We are available to our clients all year long – not just during tax season!
- Ethics and Continuing Education. The Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. With the ever changing tax laws, our clients need professionals required to meet educational requirements.
Please, feel free to browse our website to see the various services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us. There is no cost or obligation for the introductory consultation.