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Our Services

This firm isn't just another tax preparation firm.  We are proud to be Enrolled Agents (EAs), a prestigious designation from the Internal Revenue Service.  An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. 

 

By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise - so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference. We are experienced in all facets of tax preparation including filing individual, small business, partnership and estate returns. 

 

Personalized Tax Return Preparation:

With our personalized appointment and interview procedures, we ensure that all of your legal deductions are noted so you realize your full tax benefit. 

 

Tax Planning:

We are available all year for consultations. When there is a change in your life, we have time in Summer and Fall to fully explore its impact on your tax situation so there are no surprises at tax time. 

 

Electronic Filing:
There is never an extra charge for electronic filing when we prepare your tax return.
Advantages of electronic filing are:

  • Math is double checked
  • It’s secure – receipt is acknowledged by IRS and FTB
  • Refunds can be directly deposited into your bank account
  • You find out right away if you are using the correct Social Security number, or if someone else is using yours or that of your dependents.

 

Small Business Consulting:
Starting your own business or already in one, with no organized accounting records?  We offer consulting services to help you organize and understand all the tax subtleties when starting your own business. We’ll help you create a record keeping system and understand your tax obligations.  WE LOVE NEW BUSINESSES!  Take advantage of our Quickbooks ProAdvisor software discounts.

 

PLEDGE OF CONFIDENTIALITY – Our firm maintains the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even the relatives, associates or friends who might have referred you to us.

NEW CLIENTS If you are a potential client, don’t wait until the last minute to get your tax information in order.  Call us today for a free initial consultation.  We will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.


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