Convenient and Confidential
We run a contact-less office to help work when it is convenient for you. Secure file exchange protects your information throughout the year. We operate under the highest ethical standards that ensure your personal and business information remains secure and confidential.
Whether it is Itemized Deductions, Capital Gains & Losses, Self Employment Income, Household Employer, or Rental Property, we keep up with the latest tax rules and laws so you don't have to.
Small Business Solutions
As a small-business owner our self we know the challenges of having to manage everything your business requires. Specializing in Self-Employed and Partnership tax returns as well as related bookkeeping solutions, we can apply our expertise to help you concentrate on your core business.
The non-profit tax return is a public document, therefore a careful and complete submission helps maintain the image of your organization. Focusing on small to mid-size non-profit organizations, our worry free solution helps you direct your energy on your primary mission. IRS requirements for a non-profit to retain tax exempt status include maintaining permanent financial records and filing an annual tax return. We have solutions for both. Based on our own non-profit experience, we can provide a customized QuickBooks Online approach that helps monitor and keep your organization's finances up to date and well prepared to support your annual tax return. Partnering with us is also an easy independent way to help combat potential fraud within the organization.
Estates and Trusts
While we recommend consulting with a lawyer to establish an estate or trust, let us be your go-to partner when it comes to managing and reporting the tax liability for the estate / trust and beneficiaries.