Welcome
Welcome to our website!
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
2025 OFFICE HOURS
***All Documents and appointments must be turned in and set before March 15th. If after, you may go on extension***
We need to know if any of these items have changed for you since filing last year.
- Driver’s License: Issue and Expiration Dates
- Bank routing and account number and type
- Did you own any Crypto Currency
If so, please complete the Client Information Sheet, located in the Client Forms tab on the blue bar, and bring it in with your documents.
Tax Season (January 20, 2025 – April 15, 2025)
Monday 9:00am – 5:00pm
Tuesday 9:00am – 5:00pm
Wednesday 9:00am – 5:00pm
Thursday 9:00am – 5:00pm
Friday 9:00am – 4:00pm
Saturdays and Evenings – By Appointment Only
TO SCHEDULE AN APPOINTMENT
PLEASE CALL 219-696-2200