About
We specialize in individual and business tax preparation. We are a women owned, small business that provides personalized service.
Run by an Enrolled Agent and Mental Health Professional with experience in counseling, we are very unique.
We are perfectionists and love when we can assist people with their accounting and tax, specifically when we can save our clients money.
We also feel a personal relationship is important.
Highlights
Reviews
Ryan
Bruce M.
Sheri F.
Lisa B.
Vikki
Frequently asked questions
What is your typical process for working with a new customer?
We meet with our potential clients to discuss their specific needs.
Do you have a standard pricing system for your services? If so, please share the details here.
Our fees vary based on the needs of our clients.
How did you get started in this business?
We are sisters who have worked in our family CPA firm since we were 13 and 14. We have years of experience in accounting and tax.
What types of customers have you worked with?
Individual and Business accounting and tax.
Describe a recent event you are fond of.
I recently went to a historic art theater with a girlfriend and saw a classic movie, Mr. Smith Goes to Washington. It was a wonderful evening.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they are experienced, ethical and give personal service.
What questions should customers think through before talking to pros about their needs?
It is an important relationship, write down notes prior to the first meeting.