Mission Statement

We are committed to providing professional, timely, comprehensive accounting and tax services to our clients, using a balance of innovation and practicality all while helping our clients save money.

Tax Organizer

Our tax organizer is designed to help maximize your deductions and minimize issues in our preparing and filing your return. Please download this organizer to assist you in compiling your tax information. Prior year tax clients may wish to call or email our office for an organizer customized to their specific needs.

2015 Tax Organizer
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How the Affordable Care Act Impacts your Taxes

Beginning this tax season, you may notice some changes to your tax return related to the Affordable Care Act, commonly referred to as just ACA or Obamacare. Please download this helpful guide for more information.

Affordable Care Act Guide
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