Our mission is simple: To help you grow your wealth and business!
We are licensed CPAs and Enrolled Agents with 25+ years of experience serving clients in almost all industries, and assisting with tax preparation/planning, estate and financial planning, business CFO services such as accounting, management reporting, payroll and much more.
"We stay up-to-date with the most current laws and regulations affecting individuals and business, and we use latest software and technology to deliver services most efficiently while significantly reducing costs to our clients."
We secure and encrypt all client confidential information using highest industry standards. We never sell, share or disclose your information unless you tell us in writing.
Each return is thoroughly reviewed before its filed. If we miss any tax deduction or credit due to our fault, we will gladly amend (correct) it at no cost or refund your originally paid fees.
We are passionate about our role in saving the environment while utilizing cutting edge technology to efficiently serve our clients. It's a win-win!
All our returns come with audit support at no additional cost to client. In the event of an audit, we will be glad to respond to notices and information requests.
We are Certified Professional Advisor and Authorized Reseller for Intuit Quick Books and can offer you up to 67% discount on a new subscription.
As an IRS Authorized E-filer we recommend each return be electronically filed for fast processing and faster refunds.
We employ Certified Public Accountants and all our professionals are bound by codes of highest standards and ethical integrity to ensure that you will receive highest quality services and work products.