About Us

Chief Preparer

Our Chief Preparer has more than twenty years experience putting together federal and state tax returns for people at all income levels, small and large businesses, association, trusts, and estates. She earns dozens of hours of continuing education each year to stay current with the ever-changing tax laws. Her expertise has been recognized by the IRS with the award of the title “Enrolled Agent.”  This permits her to represent you with the IRS should they ever have a question about your return.

Planner

Our Executive Officer holds the Certified Financial Planner® designation. Should your needs extend to planning for retirement, passing your estate efficiently to the next generation*, or reducing taxation on your investments, you can obtain professional recommendations from an advisor with over fifteen years of experience.

*We do not practice law, but we will accompany you to an attorney to implement your plan.