We have been involved in tax preparation since 1998. I have over 19 years experience in the financial services industry. Our company was formed in 2002. Active member of the N.A.T.P. / National Association of Tax Preparers, for over 12 years.
Ever since our organization was established, we have endeavored to provide the best possible service to our clients. We have completed thousands of tax returns and have helped to navigate a multitude of nearly every possible problematic tax situation an individual or company can experience. We can make appointments if you’d like to come to our office. For those who prefer to mail, email or drop off paperwork to us for completion, you will find that we are extremely thorough. We can complete your return virtually or by having a phone conversation. These methods are just as thorough as if you made an in-person appointment. We commit to you that we will interview you thoroughly and strive to get every tax credit and deduction that we can legally obtain for you.
I have completed hundreds of financial planning write up’s and have assisted these clients in developing reasonable financial goals. I have seen infants grow into adult hood and have been very satisfied in knowing that I have assisted their parents in aiding them to reach financial goals that will assist their child in college planning. I have also assisted clients in preparing for other major life events such as retirement through the use of retirement plans at their job, to rolling over or transferring these assets into various types of accounts such as IRA’s. Sometimes it’s the smaller more simple items in what I do that may be the most important life changers for my clients such as, debt counseling. If you can think of it, I probably have experienced it when it comes to financial and tax situations.