We’ve been working with individuals since 2002 to improve their tax life by means of our Tax Trilogy Strategy. Our past, present, future look is how we’ve been helping people reduce taxes whenever possible.
As a tax coach we believe that knowledge is power. We’ve built our practice on our tax return review session with that thought in mind.
Peace of Mind Guarantee
Unlike the chain stores, we don’t charge extra for peace of mind. If there’s a mistake on your return and it’s our fault, we pay the penalty! Our double-check guarantee, also provides peace of mind. Each completed return is double-checked by our Enrolled Agent.
“An enrolled agent (EA) is a federally licensed tax practitioner who has proven technical expertise in the field of taxation.
Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels
of the Internal Revenue Service (IRS) for audits, collections, and appeals. Only EAs, attorneys, and certified public accountants
(CPAs) may represent taxpayers before IRS.”
Need more than just taxes? Think about enrolling in our Personal Financial Success Program
Our PFS program is designed to help you define your personal financial needs. We focus on your immediate goals and help you ensure that your future goals are identified. Then we work with you throughout the year to meet your goals. Learn about our Personal Financial Success Program