We specialize in income tax preparation and planning for individuals and small businesses. We also offer IRS audit representation and payroll return preparation services.

Enrolled Agents, Here To Help

Our professionals are Enrolled Agents. Enrolled Agents (EA’s) are federally authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government.

Financial Services

Through our tax preparation services, we have always been a strong advocate for complete financial planning services. The tax return is usually at the root of many financial planning decisions.

Bookkeeping Services

Many of our Small Business clients have expressed interest in getting their books organized and easy to use. Being a Certified QuickBooks Advisor, Mary can help you with the initial set-up, training, consultations and clean up.

Retirement Planning

We offer comprehensive financial planning for college, retirement, and investments. Our goal is to help clients establish or evaluate their monetary and goals to help them find a means to accomplish them.