History
Our company grew out of our desire to provide affordable tax consulting and review services to those who need it most. That's why we include tax planning opportunities as an included service for all our our tax preparation clients. We both had a desire to connect more often with our clients, customize our services based on the needs of each business or family, and provide stellar customer service year after year.
Specialties
Our firm offers tax preparation, tax consulting, bookkeeping, and 2nd Opinion tax return review services. Our specialty is real estate and small business taxation, and our owners have spent years assisting clients with tax needs in industries including, rental real estate, fix and flip/wholesale, note investing, real estate and mortgage brokerage, insurance, health and dental care, restaurants, online retail, engineering, consulting, construction, entertainment, and more! In addition, we specialize in Virtual Tax Services to make tax season less stressful for our clients. We use client portals and e-signature software to make filing your returns easy. No need to fight traffic, take time off work, or schedule in office meetings. Your taxes are available at your fingertips no matter where you are!