Large enough to handle your diverse needs.

Small enough to care.

About Us


Welcome to our website!

We have had a year where our physical and financial health has been a concern for all of us. Now we are all looking forward to a better year, while we continue to be vigilant.

For the protection of our clients and employees, we have advanced our sanitizing protocol. And of course, a mask is required in the office. We want you to be comfortable while still receiving a complete and accurate tax return prepared. So, we have several secure options for you.

DROP OFF – Our office hours are Monday through Friday 9AM-8PM and Saturday 9AM-4PM. If this is not convenient, paperwork in an envelope with your phone number can be dropped off through our mail slot in the doorway.

WALK IN – We will still be working in the office, so if you wish to come in, please call and make an appointment, per usual.

PORTAL – I have 2 options. One is through ShareFile, the other is Intuit Link. We will need your email address when you are ready, and you will receive an invitation to the portal. Then you can upload your documents, and these will be encrypted to keep your private information secure. Never email sensitive data.

After your tax returns are completed you may choose to come into the office, sign electronically, sign and upload through the portal and have a ZOOM meeting appointment if you choose.

Please, feel free to browse our website to see the 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.

Trusted expertise is just a phone call away.

Call for assistance today!