Save Paper

Every year, millions of trees worth of paper is wastefully discarded. Printing has its place, but there are also many financial and environmental advantages to going paperless.

Save Money

Competitive prices mean you have more money left over to spend on your family or invest in your business.

Save Time

Why spend your time reinventing the wheel when you have many years of expertise readily available to take something off your plate? Tax laws are always changing and you have other things to do.

Welcome

I provide accounting and tax solutions for individuals and small businesses, including free consultations, pick-up/drop-off service, and a secure online portal for document exchange.

Owned by an Enrolled Agent with over 20 years of tax preparation experience and a Certified QuickBooks® Pro Advisor with over 30 years of business accounting experience.

I value long-term client relationships and referrals and offer a personal touch.

I accept checks, PayPal, and Venmo for payments.

Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.

 

Many companies are required to report information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024. Learn more about reporting deadlines. Please contact us if you would assistance in filing the BOI Report.

2023 Client Newsletter

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Tax Organizers

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