Our tax preparation and financial services for individuals are meant to be comprehensive and relationship driven. Developing long and trusting relationships with our clients helps us understand their situation and find ways to reduce their tax burden.
Whether you are self-employed, you own rental properties, or your tax situation is less complex, our goal is to make filing your personal tax returns as easy and painless as possible. During our consultation we conduct a thorough interview to uncover every possible tax saving possibility. From there we employ sophisticated procedures and technology to ensure an accurate and fast filing process.
"This is the first time I used a tax service that was not family/friend but it felt as if it was. Jeff guided me through the tax process for my individual and business taxes. The responses were prompt and I was advised of all options and outcomes through the whole process. I will certainly be working with them again."
"Without any reservation, our family's long term experience having Andy prepare our returns has been that of the highest competency, and pleasant personal attention, which makes the tax season almost an annual holiday."
"Jeff is great. He took the time to explain everything to me and gave me pointers on how to limit my tax liabilities under my new working status as a 1099. He was professional, kind, patient, and thorough. The ladies in the office were also incredibly friendly."