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Effective tax preparation and planning can help you to minimize your future tax liability.

We can help you manage your tax issues and understand your status. We understand the latest state and federal tax laws that may affect you. Contact with any tax questions you may have.



All clients (new and returning) are required to complete the client data sheet. This sheet is password-protected and encrypted. You are able to save and return as needed. The client data sheet will go live on January 3, 2022.

All tax preparation is virtual!!! Once your client intake sheet is completed, any requested clarifications will be communicated via email from our office.


If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our Book Online feature to set up a consultation.