About
We are dedicated to not only providing the best tax preparation service out there to both businesses and individuals but also to helping our clients understand their tax situations. We know the importance of equipping our clients with the knowledge that they need to make wise tax decisions. Our goal is to improve all of our clients tax situation and we take it very seriously.
Reviews
Donovan M.
Robyn B.
Morris
Frequently asked questions
What is your typical process for working with a new customer?
I start with a free client consultation typically done over the phone but can be done in person if preferred. After the consultation. If the client would like to set an appointment to come in and complete the return we schedule a date and time. If the client wishes to file virtually I provide a secure ient portal for the client to complete their client intake process and upload any necessary documents. At the scheduled appointment time I provide my clients with a free tax estimate, discuss their tax situation and options, provide forms for signature, and file return. The goal for us is to make our clients filing experience as convenient and enjoyable as possible.
What education and/or training do you have that relates to your work?
Outside of my firms years of tax preparation experience all of our preparers are credentialed agents. Every member of our firm participates in the IRS Annual Filing Season Program where they go through extensive tax law and ethics training.
What types of customers have you worked with?
Our firm services clients of all backgrounds, income levels, and differing tax needs. We are passionate about making our services accessible to everyone.