If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

What We Offer

Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. We offer our clients tax preparation at reasonable rates and free electronic filing.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide you with bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Payroll Services

We understand you have much more important things to do than trying to keep up with the constantly changing federal, state and local laws and tax regulations that make payroll management an ongoing challenge for any business owner. We are well versed on these laws and regulations and we can proactively alert you to material changes that will affect your business and your employees while also keeping your payroll running smoothly no matter how large your business and your employee population become. We can provide your business with weekly, bi-weekly or monthly payroll at reasonable rates along with direct deposit to save you money on printing and check fees. We will file all your monthly, quarterly or annual reports (including W-2’s and 1099’s) and make sure your reports and tax deposits are made timely so that you avoid the costly penalties of late filing. We learned a long time ago that the best advice you can give to a client help them be successful is for them to concentrate on what they do best which is running their business and let us do what we do best by taking care of their payroll and all that goes along with it.

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Free Client Tax Portal

We make it easy to send us your documents and other information securely. We provide all our clients with a Secure Private Tax Portal to share their documents with us. The Tax Portal is provided to our clients through VERIFYLE which is one of the most secure document sharing programs on the market today. We provide this program to all our clients at no cost. To get access to your own Secure Private Tax Portal just send me an e-mail and request it. Send your request to

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Free Newsletter Subscription

For the most up to date information on current or changing income tax laws, Subscribe to my free monthly newsletter. Simply click on the Resources Tab at the top of this page. Then click on Newsletter and then click on Subscribe. On the next screen enter your name and e-mail address, click on submit and your all set.

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To schedule a tax appointment or a free year-end review 

Call 262-598-0301

Or E-mail me at: