We offer more than tax preparation services; we offer financial confidence that your affairs are being handled properly and expertly, and that you will never pay more than you should for your taxes.

Our best clients:

• Are looking to build a long-term relationship with one tax professional (not be handed off to someone more junior every year at a big firm).
• Understand that paying tax is part of the responsibility of living in our society — but want to be sure they’re not paying more than necessary.
• Are looking for a partner to help them feel empowered around taxes and finances.
• Want to feel confident that their finances are being handled correctly and expertly.
• Want to make life decisions with the best information about how it will affect their taxes now and in the future.

But we’re not going to be a good fit if you:

• Are looking to have a tax return filed as cheaply as possible.
• Want to avoid paying tax altogether.
• Don’t want to be involved in the process at all.

Below we list some of the services we provide, but we create custom tax and accounting solutions for every customer. Feel free to reach out if you have any questions or would like to book a consultation.