I am a detail-orientated accounting and tax expert. I have over 15 years of experience processing individual and business tax returns. There is NO tax situation that I can't handle. Problem solving comes naturally to me. I can assist you by being your "Personal Accountant". I will come to you*. Why worry about having all your documentation gathered to take to an income tax service, when I can come to your home/office? You will never have to put your return on hold because you forgot something at home. If you are too busy to meet, simply upload your documents to send them directly to me. I will complete your tax return and follow up with you within 48 hours. For my less technically savvy busy friends, I can pick up your original paper documentation.
Business clients can rest easy, too. Whether you own a small business or large corporation, I can assist you with all of your accounting needs. Contact me for further details. It doesn't get any easier than this.
My clients LOVE me! Take a look at the testimonials below.
*45 mile maximum travel radius included for free with every tax return preparation. Charges may apply >45 miles.
We process individual tax returns within 48 hours. Our method is streamlined to eliminate the wait. You can even get your refund direct deposited in as early as 7 days.
We know all the questions to ask to ensure you get every deduction you deserve. We specialize in itemizations, depreciation, and miscellaneous deductions. Rest assured that you will get every credit available to you.
By providing a mobile accounting service, we cut out 95% of the overhead. This allows us to provide competitive rates with the major tax preparation services all in the comfort of your own home or via e-mail.
Customer Service is our number one priority. We know you can go somewhere else. We pride ourselves in developing relationships with our clients. Our loyalty to you keeps you coming back to us!
By becoming your personal accountant, we stand behind our work and we stand behind you. We will assist you with any tax correspondence you receive. We also use the latest Intuit tax software with safeguards in place that assists us in guaranteeing your error free return.
In addition to our years of service and experience, we complete mandatory continuing education each tax season to stay up to date with tax law changes.
Preparing individual and business income tax returns.
Assisting in budgeting and filing estimated tax payments for the following year.
Filing monthly/quarterly Sales & Use Tax returns for businesses.
Providing solutions for any individual or business accounting questions or concerns.
Not sure of your filing status? Confused about whether or not to itemize? Don't worry. We are the tax experts. We will tell you the best way to file to maximize your refund. We charge by form, just like most of the large national tax preparation chains. Just a few questions will tell us which forms will be needed to complete your return. Contact us to request a quote.
We cater to you. Our goal is to create a relationship with each client that will bring them back year after year. We want to celebrate with you on a new addition to your family or on the purchase of a new home. We want to mourn with you or assist in financial planning during times of struggle. This is what sets us apart from the rest.
Taxes are difficult! Mistakes are common when individuals attempt to prepare their own return. If a mistake was made that the IRS has notified you of, bring us the correspondence you received and your prepared tax return. We can decipher the IRS codes and error messages. An amended return can be prepared and filed to fix any errors and prevent ongoing tax issues.
We gladly accept payments for your services via cash, electronic check, credit/debit card, and paypal.
Simply contact us by phone or email to get started today! Fill out our New Client Information Form and submit it to us for quicker processing. You can scan or email your documents to us, or we can come to you for your in-home appointment with no added trip charges. Make an appointment today!