Let's make getting your taxes done easy and convenient.

Employing Tax Strategies and Retirement Planning to the Self-Employed
Individualized Taxes for the Individual
Local and Virtual Tax Preparation
Free Second Opinions
Free Consultation

Free Second Look

It dosn't cost you anything to see if you're leaving money on the table. Wouldn't you like to know?

File Online or In-Person

Through a secure client portal you can upload all your documents and download your returns.

Year Round Planning and Tips

It's understood that life can go through seasons and so can your income and we need to make adjustments as things in your life change. Let's not wait until the next year.

Individual / Family

Tax can be complex, even for individuals and families. Unless you only have one source of income and no investments or assets, it pays to have someone with more time and knowledge do it. Taxes are more than just filling out a form; it's about planning. Your taxes are used for loan applications, insurance rates, government benefits, etc. Let's talk about your plans for the future.

1099er / Sole-proprietor

Many 1099er / Sole-Proprietors leave money on the table. 3 things you need to know: Expenses, Depreciation, and Retirement Plans. I have seen so many client's past returns leaving money on the table while many past returns done by other professionals list expenses and depreciation that could set off red flags. Most tax preparers are not licensed investment advisors and fail to help you save even more money by implementing retirement plans in your business.

RENTAL / INVESTMENT PROPERTY

Many owners of rental / investment properties fail to depreciate their properties which could cost them tens of thousands of dollars. Many tax returns that I've seen done by other tax professionals either don't depreciate things that can be depreciated or they don't depreciate them correctly. Either way, it leaves money on the table. Did you know that a 1031 exchange could not only help you defer taxes while you're alive but avoids taxes if the property is inherited by your heirs?