Our mission is to provide high quality, high-tech service with a small town feel. We use automation to make us more available for those things that only experienced professionals can handle well. We leverage technology to give us the time to be good humans!
We aren’t here to judge you. If you haven’t filed in a while, we can help you get caught up. If you’ve been a long-time DIY person we get it. We are not going to judge you for making a few errors on a self-prepared return. If you owe the IRS money, we are here to explore collection and payment alternatives. If you are being audited we are here to manage the process for you and advocate for you with IRS staff. We are all about compliance moving forward. As long as you want to get your tax situation right and keep it right then we are here to help.
We want everyone to feel safe and valued in our office. We do not discriminate. As long as you want your taxes done right, pay our invoices, and aren’t mean to us we’re here to help! And while we don’t speak Spanish in the office we are happy to work with people whose first language is Spanish or anything else as long as they can be patient with our lack of knowledge of their first language.
Our why? It’s helping people to understand their taxes even if only briefly. We want you to know how your taxes work even if you forget it the day after your review appointment. We want you to know so you don’t pay more than you have to. We want you to know to keep you out of “tax trouble”. And we want you to know so you can make informed decisions that will help you meet your short- and long-term financial (and life) goals.
We want to be a trusted partner in your future success (no matter where you’re starting from).