We don’t overload ourselves with too many clients. We understand that with fewer clients, we are able to better maintain relationships and exceptional service.

We are happy to provide guidance for the items listed above based on education, past experiences and existing knowledge. We will give our honest opinion, when asked. We are not licensed to, nor will we give any kind of tax advice, and we do not prepare business or individual/personal annual income tax returns. We are not licensed to, nor will we give any kind of legal advice or otherwise. In situations where you are seeking this kind of tax return preparation, tax or legal advice, we recommend you consult with the proper professional for your specific situation. We are happy to work with these professionals for year end tasks as needed and, only as authorized by you. If you ever have any questions regarding where we stand, please feel free to contact us.