Unlock Your Financial Potential and
Discover Effective Strategies to
Maximize Your Tax Refund
This Season in Just 30 Minutes!
Inflation's rising - Let's lower your tax debt!
See how a 30-minute call can save potentially
thousands of dollars each year!
Decades of Expertise in Tax, Accounting and Beyond
Over 20 years experience in the tax, accounting, and bookkeeping fields, while diversifying into tax planning and strategies arenas for individuals and businesses in 2022.
We're very familiar with over 60 versions of QuickBooks (since 2004) - ProAdvisor since 2009.
Experienced with Sage 50 (formerly, PeachTree) since 1998.
Working regularly in Multi-Ledger since 2015.
Working on certifications in Xero and Gusto software.
Very familiar with MS Office products.
Currently use Canopy & Xero practice management software.
We're resellers for Dropbox since 2010 & recently a partner for Dropbox Business (2021).
Very familiar with Podio & Globiflow processes to customize internal and online protocols for ourselves and clients (since 2015).
Familiar with multiple remote-access software like GotoMyPC (since 2010) & much stronger platform for helping manage clients with Atera & Splashtop (since 2022).
We're very technically savvy, as we've been working with computers since 1986 (and even before Windows OS was used). We've been around the block a bit.
Embracing the Future: Streamline Tax Processes with Paperless Solutions and Seamless Online Access for a Hassle-Free Experience
Clients are beginning to adapt to the concept of paperless environments. We work with customers to implement new technology to ease the pain throughout the year - online servers that offer an electronic file cabinet that we can access to begin the tax process with ease.
Inflation's rising; let's lower your tax debt!
Let's see how a 30-minute call can potentially save thousands of dollars each year!
Get Ahead with Early Tax Planning and Onboard Now for a Stress-Free Financial Year
The last tax season was very tough. Many systems were bogged down, and many tax offices are still behind on tax preparation. We can start tax planning now to help save for the current year.
Let's onboard you now!
TIME SAVING
Preparing taxes can be time-consuming, especially if you have a complex tax situation. We will help you save time and focus on other things.
ACCURACY
We are trained professionals who are knowledgeable about the tax code and can ensure that your tax return is accurate and complete.
CONVENIENCE
We offer flexible scheduling and can meet with you in person, over the phone, or online
EXPERTISE
Experience preparing tax returns and can offer valuable advice and guidance on how to maximize your deductions and credits
Our Expertise and Designations Ensure Maximum Returns and Minimized Liabilities
We have resources at our disposal to help clients minimize tax liability and maximize their returns.
We have our PTIN (required to prepare returns for payment), along with our AFSP designation that provides proof we have completed our annual continuing education on multiple tax topics.
100% Free, No Obligation 30-Minute Consultation
Free 30-minute consultations with no obligation to use our services. We will answer any questions or
concerns you might have so that you can make an informed decision when it comes to your taxes .
With a free consultation, there is no risk — simply come in or call us and receive
expert advice and service at no cost.
Take the first step towards your success by scheduling a free consultation today!
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