Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

WHAT IS AN ENROLLED AGENT:The Enrolled Agent designation is given to individuals who successfully demonstrate expertise in the field of taxation by passing an examination administered by the Internal Revenue Service. The yearly educational requirements is narrowly confined to subjects related to taxation in order to maximize an Enrolled Agent's tax proficiency.

WHAT IS AN ACCREDITED TAX ADVISOR:Accredited Tax Advisor professionals have studied an advanced curriculum that prepares them to handle your complex and sophisticated tax planning issues, including IRS compliance procedures, small business tax planning, qualified retirement plan selection and funding, and income and estate tax planning for highly compensated individuals. The Accreditation Council for Accountancy and Taxation monitors the educational, professional and ethical standards a tax practioner must meet to earn the Accredited Tax Advisor (ATA) designation.