About Us

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About Us

Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem.

Tax Day 2018

Start planning now. In 2018 Tax Day is Tuesday April 17th. Even with the extra days to file your tax return, you should start preparing as soon as possible. A tax organizer is a great way to prepare for filing your tax returns and make sure they are accurate. Tax Organizers are available in Microsoft Word or Adobe PDF formats. Mail the organizer along with supporting documents to me and I will begin to prepare your returns. Email or call if you have any questions or need assistance.

New IRS e-filing policy

In pursuing their initiative to combat fraudulent returns, the IRS is requesting that taxpayers who e-file to provide the preparer with either a copy of their driver’s license OR provide me with the State of issue, the license #, the issue date and the expiration date. Without this info the e-filing process could be delayed.

Tax Returns & Planning

Begin Preparing Your Taxes Today!

A tax organizer is a great way to prepare for filing your tax returns + ensure accuracy. Tax Organizers are available in Microsoft Word or Adobe PDF formats.

Download Tax Organizer

Financial Planning

A goal without a plan is just a dream!

Developing a financial plan can help you see the big picture and allow you to set long and short-term goals, a crucial step in mapping out your financial future…

Estate Planning

A plan is always a good idea!

Young or old, wealthy or not, without an estate plan,the fate of your assets  may be decided by federal or state governments —so it’s always a good idea to establish a plan…