Our mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today’s needs but tomorrow’s plans.  Our dedication to helping achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.  As Enrolled Agents we ascribe to the principals and requirements of IRS Circular 230.

Professional Designations:

  • Enrolled Agent
  • Certified Financial Professional
  • Certified QuickBooks ProAdvisor
  • Accredited Tax Accountant

Accredited Tax Accountant

  • Accredited Business Accountant
  • Notary Public

Services Provided:

We provide a variety of services, including traditional accounting, tax planning, preparation and representation.

Tax & Financial Planning

  • Income tax preparation/planning
  • Individual Income Tax
  • Business – Sole Proprietors, LLC’s,
  • Partnerships,  Corporations
  • Representation before the IRS
  • Financial planning

Accounting and Bookkeeping

  • Monthly bank reconciliations
  • Financial statement generation
  • Payroll processing
  • Payroll/sales/use tax returns

QuickBooks Consulting

  • QuickBooks setup
  • QuickBooks training
  • QuickBooks Payroll

Products Supported:

We are also adept at implementing technological solutions, including QuickBooks and the latest Payroll Software.

  • QuickBooks Basic, Pro, Premier
  • QuickBooks Premier: Contractor Edition
  • QuickBooks Premier: Nonprofit Edition
  • QuickBooks Premier: Retail Edition


An Intuit QuickBooks ProAdvisor tax preparation and accounting services

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