We specialize in comprehensive tax services tailored for small to mid-size businesses and individuals with business interests or rental properties. This includes tax preparation, tax planning, tax resolution, and IRS representation. Our goal is to provide peace of mind while ensuring you make the most of your tax strategy.

As IRS Enrolled Agents and NTPI Fellows, we have the highest level of certification for tax professionals. We are trusted advisors who stay updated on tax law changes and provide personalized solutions, not just cookie-cutter advice. Our 24/7 secure client portal allows you to manage everything remotely, providing ease and convenience.

Accessing your documents is easy with our secure client portal, which is available 24/7. Once you become a client, we provide detailed instructions and login credentials. Simply upload, download, and review documents anytime.

Absolutely. We use top-of-the-line encryption and follow IRS guidelines for secure data handling. Your privacy is our top priority.

Our fees are customized based on the complexity of your tax situation. We provide an upfront quote after an initial consultation, ensuring there are no surprises. For ongoing clients, we offer flexible payment plans and transparent billing.

Yes! We offer flexible payment options to accommodate your financial needs, so you can focus on your business or personal life while we handle your taxes.

We adhere to strict security protocols, including IRS-approved encryption methods and two-factor authentication on all client portals. We never share your data with third parties unless required by law.

You can view our full privacy policy [here]. We are committed to protecting your information and comply with all applicable laws regarding client data privacy.

You can schedule a consultation through our website by visiting the "Contact Us" section. We also offer in-person meetings as needed, though our virtual office is designed to meet most client needs remotely.

For businesses, bring last year's tax return, a list of business expenses, and any income documents. Individuals should bring personal tax documents like W-2s, 1099s, and investment statements. Don't worry—we’ll send you a checklist once your appointment is scheduled.

Rental properties offer a variety of tax-saving opportunities, including depreciation and deductible expenses like repairs and management fees. During our consultation, we will identify every deduction you qualify for to lower your tax burden.

Stay calm and contact us immediately. We specialize in tax resolution and can help you navigate the process. Whether it's a simple clarification or a more complex audit, we’ll be with you every step of the way to resolve the issue.