Individual, Clergy, and Small Business Specialist

Welcome to our website! Please read about changes to our office.

We have moved to an Online Office. We will continue to service all your tax needs accurately and securely. We offer following options to receive your tax information: You can securely fax or email your information to us using our secure Client Portal. If you chose to use the Postal Service, UPS, or FedEx, please take note of our new mailing address. In-person appointments are available on a limited basis. Video conferencing is also available.

This website exists to provide potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

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

Get Ready for Tax Time: To get your basic checklists click HERE.

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OUR MISSION STATEMENT

Based on more than 20 years of experience, OUR GOAL is to provide our clients with prompt, professional, and personal service that will help to minimize or eliminate their tax liability, and to empower them with the knowledge they need for financial success. READ MORE