Working With Us

No one wants to think about taxes until they’re due, but we strive to educate our clients on the benefits of keeping them in mind throughout the year. We keep in touch with friendly reminders about good record keeping and produce periodic newsletters that are full of tax tips and other useful information. We urge clients to keep receipts of all charitable donations and to be mindful of the tax repercussions of financial decisions.

We have established collaborative relationships with financial planners and attorneys. When appropriate, we connect clients with these resources and participate in a team effort to develop a roadmap aimed at achieving financial goals and objectives.

As tax time approaches, we are here to prepare your taxes for you and any small businesses or trusts that you may have. We look to ease the burden that comes with April 15, by getting your returns filed quickly and accurately. We can also serve as your representative to the IRS should any issues arise.