Our firm has over 30 years CPA experience, helping individuals and small businesses with their tax, bookkeeping and accounting and consulting needs. We provide outstanding service and have the knowledge and methods that can help you minimize your taxes.
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9 customer reviews
Denni Hoelzle
Tax Preparation
The conversation went well. There is an understanding of what my needs are. An appointment was made which was very soon. i believe I will enjoy using this company. More...
Randall Scott Willis
Accounting
Had a great call with Mark - very informative and very helpful. Will be working with him - greatly appreciated.
Tom Hite
Accounting
I had a number of worries I couldn't resolve. Mark was able to resolve them easily and quickly greatly easing my anxiety. Excellent experience.
Robert Gasper
Tax Preparation
Very knowledgeable and timely in getting the job done. Will definitely utilize his services in the future
Mark A and Young O Veseskis
Tax Preparation
He helped me with a pressing issue right away very pleasantly and to my satisfaction.
Cheryl Amaral
Accounting
He was very friendly and answered all my questions regarding my taxes. Gave me a list of what paperwork I need to bring to my appointment in his office.
Naomi Davis
Bookkeeping Services
Professional and engaging. Asked questions and helped me find the answers if I did not know. Very patient, knowledgeable and helpful. Did not shy away from my challenges or the timelines that I have to complete/get it done. Based my immediate interactions, I am confident that I chose the right company for my accounting, bookkeeping and tax needs. I'm looking forward to working with them now and in the years to come. More...
Stephen Sharp
Accounting
Mark is highly experienced, knowledgeable and with an added bonus of being very personable. He is quick to respond to my personal and business needs.
Vanessa
Tax Preparation
Mark is great! He took the time to clarify all the details, above and beyond my initial request. He was also prompt in his communications and turnaround. Recommend!
What kind of accounting services do you provide?
We provide Individual and Business Tax Preparation and Bookkeeping services. In addition, we provide Tax Audit Representation services.
Why is it so important for businesses to hire a great accountant?
Very often, deductions are overlooked when a taxpayer prepares their own return. As part of our service, we review prior year returns to see how they were prepared and with our experience, we know what to look for to help minimize our clients taxes.
What do you love most about your job?
We love helping our clients to minimize their tax burdens and assisting in resolving any tax issues.
What inspired you to start your own business?
I like meeting and helping people. The desire to help our clients and make them feel less stressed about filing taxes has been an extraordinarily satisfying journey.
Why should our clients choose you?
Our firm will do everything we can to help our clients minimize their taxes and provide confidence that their taxes are prepared competently.
Can you provide your services online or remotely? If so, please add details.
We can provide our services online or remotely. Data can be scanned and emailed to us and we can prepare and electronically file your returns. We only need the following information:
1. Prior year tax return
2. Current year tax data forms
3. Identification such as drivers license.
What changes have you made to keep your customers safe from Covid-19?
Anyone coming into our office building must currently wear a mask and keep it on in our office. After a client leaves our office, the chairs and desk are sprayed with sanitizer.
Tax Preparation for Individuals
1040, 1040NR
Supporting Schedules
Sch A Itemized Deductions
Sch B Interest & Dividends
Sch C Profit or Loss for Business
Sch D Capital Gains & Losses
Sch E Rental Property, Partnership & Sub S Income
1116 Foreign Income
1099 Income &
Estimated Taxes
Tax Preparation for Businesses
1120, 1120S, 1065
Tax Preparation for Estates & Trusts
1041
Tax Preparation for Non Profit Organizations
990, 990PF
Bookkeeping Services
Maintaining and recording business transactions, providing Balance Sheet and Profit & Loss statements.
Tax Audit Representation
Support for resolving tax issues such as non-filing, installment agreements, negotiating audit settlements and Offers in Compromise.
Consulting
We provide valuation and review services for businesses. These services include forensic mediation and accounting services to help resolve disputes between partners, principals and spouses as well as sales and purchases of businesses.
