Specializing in Personal and Business Tax Returns, Quarterly Tax Filings, and Year-Round Tax Planning
Personal Tax Returns
From simple to complex we have the expertise to handle any tax situation you may have. We will find all possible credits and deductions you are entitled to. We have the capability to work with you in person or virtually.
Business Tax Returns
We can prepare: Small Businesses (Sole Proprietor) S-Corp, C-Corp, Partnerships, Trust returns and Non-Profits.
Quarterly Tax Filings
We are available year-round to help you calculate your quarterly estimated tax payments for your business or investment income.
We can file your 941’s for your payroll taxes.
Year-round Tax Planning
With our planning service individuals and businesses pay the lowest amount of taxes allowed by law. We look for ways to minimize your taxes throughout the year, not just at the end of the year. Planning is the key to successfully reducing your tax liability.
Amended returns - We will review your previous returns and see if there were any tax benefits you missed. If you found an error on your return or received a letter from IRS, we can help.
Past years return - Are you behind in your taxes? We have the programming to handle the last 10 years of returns.
Federal or State letters - If you have received a letter from the tax agencies we are equipped to help respond to them.
Our Core Values
We promise to provide a service that you can trust.
Commitment to Clients
We are dedicated to our clients’ best interest.
With over 75,000 pages of tax code, learning is our priority.
We work within your needs. ie: In person, drop off, virtual.
Had a great experience working with Lisa she was very helpful and accommodating and absolutely worth every penny she's charging. I recommend her to everyone I hear who is needing taxes done. She's so kind and makes sure to do everything in her power and in accordance with laws to get the max refund for you. If you need your taxes done (especially if you have a complicated situation) Lisa is the best person for the Job!