Call (681) 242-3509

About Us

Dollar bills background

Why use our service? You may be thinking that or perhaps I'm thinking about it for you. Either way, its a great question. Think about your taxes over the past three years. It's possible that you've gone into a nice tax office and had them completed. It's possible you may have sat down, was asked some questions, and just as quick as it began, it was over. You received your normal refund or tax bill and no advice was given either way. Why would one who gets a refund need advice? Because, typically, that is the amount that you OVERPAID! If you had a tax bill owed, advice is definitely needed to ensure that you no longer have to owe. What I'm getting to is that most tax preparers and professionals are not equipped to help you in this regard. We practice and implement in our own tax lives the very things that we teach our clients. When is the last time your tax preparer or professional advised you on how you can really lower your tax burden or how you can MAXIMIZE your tax refund? 

 

Our company specializes in financial education and tax preparation services for a wide variety of clients. We specialize in:

  • Tax return filing and tax planning for individuals
  • Tax planning and strategies for individuals and small businesses
  • Financial education on personal finances


Annual participation in Continuing Professional Education courses offered by reputable tax associations keeps our firm on the leading edge of ever-changing tax laws and financial education.

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

Visit the Services area of our site to learn more about the many financial education and tax services available to individuals and small businesses.



Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We're here to help.