Contact Us

We are a small, family-owned C.P.A. firm, which primarily offers tax return services for individuals and small businesses. If you are interested in our services, please send us a message with a brief description of the type of tax service you would like. We will get back to you as soon as we can.

  • If you would prefer a call-back, please leave a message at the phone number below OR include your phone number in the message. You will receive a call from one of our cell phones.

  • If we find that we need tax documents to determine if we can help you, we will ask that you upload them by clicking the button below.

  • If one of our clients referred you, please let us know who, so we can thank them.

In the meantime, please see our FAQ’s page to see what information and documentation we will need to get started.

Schedule your brief complimentary* consultation.

*If tax advice is given & you decide to engage with our services, the cost for our time & incidentals will be included in our first invoice.
 
*If you are only looking for tax advice,  & not tax return preparation, we ask that you pay a retainer upfront for your detailed consultation.