Services

At our practice, we specialize in providing tax planning and preparation services tailored to individuals, families, and small business owners who file Schedule C or Schedule E returns. Whether you're a sole proprietor, landlord, or simply navigating the complexities of personal and family taxes, we’re here to help you every step of the way.

While we focus on serving these specific needs, we do not prepare returns for S Corporations, C Corporations, Partnerships, Estates, or Trusts. By narrowing our focus to personal returns and small business filings, we’re able to streamline our process, which helps keep our fees lower. In fact, our services are often hundreds of dollars cheaper than national chains like H&R Block—all while providing a much more personal and tailored experience.

Our mission is to make tax season less stressful and more beneficial for you. We work hard to uncover every tax-saving opportunity, help you plan for the future, and ensure your filings are accurate and compliant with current tax laws. With over 20 years of experience, we pride ourselves on offering personalized, trustworthy guidance that empowers our clients to feel confident in their financial future.

If you’re ready to simplify your taxes and work with a partner who values integrity, clarity, and building lasting relationships, we’d love to hear from you. Call or email us today to schedule a consultation and see how we can make a difference for you or your business.