Comprehensive Tax Planning and Accounting Solutions for Small Business Owners
Work With a Qualified Tax Strategist to Ensure Your Success
“I couldn’t have managed my business without Steven. I started my own business in 2010 but didn’t hire his company until about a year later—one of the smartest things I’ve ever done. I have come to rely on him for everything related to my taxes, particularly issues with the IRS.”
Benefit From 25+ Years of Tax Planning Experience
- Enrolled Agent (licensed by the federal government)
- NTPI Fellow (National Association of Enrolled Agents)
- Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP) by the Accrediting Counsel for Accountancy
- Certified QuickBooks® ProAdvisor
Savvy business owners realize “tax time” is ongoing. We serve as a trusted advisor to help you make better decisions throughout the year and ensure there are no unpleasant surprises at filing time. You’ll always know exactly where you stand from a tax perspective.
We think it’s important to have as many touchpoints as possible throughout the year. Instead of an annual review, we schedule quarterly reviews to learn if there have been any changes we need to know about and make sure you’re still on track to achieve your tax goals.
Cookies are a wonderful treat but cookie-cutter is simply not our style. We value establishing a solid relationship with you, really getting to know what makes you tick and what your aspirations are so we can tailor our services to meet your specific needs.
Our Promise
We know trusted relationships are built on the little things:
- Answering phone calls during regular business hours and responding to messages within 24 hours
- Completing your work in a timely fashion
- Offering a personal touch—instead of a journey through voicemail
- Operating a full-service office for individuals and businesses year-long
Our Personal Commitment
We’ll do everything we can to build a long-term relationship with you, help you reach your financial goals and ensure you pay as little tax as legally possible.
