Our Mission

  • Advise and represent clients with integrity
  • Be proactive and responsive to our client’s needs
  • Always keep in mind your success is our success
  • Provide professional yet personable service through our green services
  • Stay current with federal and state tax laws
  • Keeping your taxes as low as the law allows

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

Judge Learned Hand (1872-1961), Judge, U.S. Court if Appeals

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

 

Karen Reinagel, EA

Karen has more than twenty years experience assisting small businesses and individuals with their tax planning, preparation and accounting needs.

She specializes in taxation for small businesses; such as C and S-Corporations, partnerships adn trusts and estates as well as individuals. She received her Enrolled Agent license in 1998.


Thomas Reinagel, CFPTM, EA

Tom has been a Ceritifed Financial Planner since 2003 and became an Enrolled Agent in 2004. He specializes in personal financial planning such as, to name a few; retirement, education, budgeting, cash flow planning

He partners with insurance and investment professionals, along with an estate attorney, to acheive the best solutions for your needs.