Who We are.

We don’t just “do taxes.” We are on a mission to help you simplify and support your financial vision so that you can reach your goal all while helping you keep more of your hard-earned money.

Tax preparation is more than putting little numbers in little boxes about things that already happened.

Taxes don’t have to be scary.

You are more than just your numbers.

Knowledge about your personal money situation is powerful.
You deserve to reach your financial goals.

Our office completes all work in the cloud– we want you to be comfortable knowing that we are part of your team and have over 15 years’ experience in accounting and tax preparation.
We work with our clients via email, meeting via a web portal and over the phone.

We utilize a secure portal for sensitive document exchange as we take your privacy and security seriously.

Your completed tax return isn’t just a product; it’s part of a larger relationship.

We work to educate you about the current tax situation and look for hidden opportunities to decrease your tax liability.

We don’t have a magic wand and we are unwilling to push the legal limits of the law that would put anyone at risk.

I would be happy to discuss with how my experience and knowledge can be beneficial to you in the preparation of your individual or business taxes.
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