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Complimentary Consultation

Over the last 14 years I have developed & refined a process that puts all the pieces of the financial puzzle together for clients as their life unfolds & needs evolve. It's called The Bucket Plan. Schedule a call today to learn how this can help you.

I want to meet your needs. Enjoy a free consultation to get to know each other and determine if I am a good fit for your business or individual needs. Let me review your last year's return, IRS or State letter or bookkeeping needs.

Tax Preparation Review

No-charge review of last year's tax return including good-faith fee estimate for preparation of next year's taxes.

Free telephone consultation and a free slider "What You Need to Know About the Tax Reform Act."

Just Ask!

Our motto "JUST ASK". We are happy to field basic questions by phone. There is no charge. Often we can solve your issue by simply pointing you in the right direction, and we are happy to help. Call (800) 356-2953, press option 1 for VIP clients.

Free Consultation!

If you have received an IRS letter, the worst thing you can do is to ignore it! The IRS may place a lien or levy on your property to protect their interest in unpaid and/or un-filed tax returns. We offer a FREE consultation to explain your rights.

FREE FACE TO FACE CONSULTATION

We know taxes and IRS problems can be daunting. We offer a free one hour face to face consultation at our office to discuss your situation in detail and discuss how we may be able to best assist you.

Discounts - Various $ 10%, 20%, 50%

New Client Discount $20 / New Client Referral Discount $20 / Military = 20% Active Duty, 50% Combat Zone, 25% USMC, $20 Veteran, $40 Veteran Retired / 10% off tax preparation services with ITIN application.

FREE CONSULTATION

PUZZLED

FREE telephone consultation

FREE telephone consultation for prospective clients with IRS and state tax problems. 45 minute maximum. Value is $120.00.
10% off all tax return preparation if retained for tax representation.
Call 760-468-3506.