Our Philosophy

We offer accounting and tax services to both businesses and individuals.

Working with your accountant should not be painful. We have technology in place to make the annual accounting and tax process as painless as possible.

In addition to preparing your tax returns, we are available to answer questions throughout the year. Our goal is to educate our clients and we are passionate about teaching every client something new.

Our tax return process

Let’s chit chat. I’d love to learn more about you, what you think the benefits of hiring a professional are, and how I can best assist you.

TaxDome is the heart of our firm. You will communicate with us, upload documents, complete organizers, and sign e-file authorizations all within TaxDome. It is very simple and easy to use and eliminates ALL paper from our tax return preparation workflow.

Now that we have all of the applicable information, we will get to work preparing your tax returns. If any questions arise, we will be sure to reach out. Once complete, we will be happy to schedule a time to meet and review your tax returns with you.

We file all of our returns electronically. There is no physical signature required and your return is transmitted to the taxing authorities securely and efficiently. This speeds up the processing of your tax return as well as the accuracy.