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.
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.
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.
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 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.