Welcome!
 
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The 2008 tax filing season is over.  Now we turn to year-end planning for 2009. Click here to see income tax changes for 2009 or here to see the energy tax credits available.  As you can imagine, there are many changes that will affect your 2009 income taxes.  Please contact us if you have questions or if you want us to prepare a projection of your 2009 tax. 
 
We have many resources available on the web site.  Please explore it and let us know if you have any suggestions to make it more useful for you. 
 
Please visit the QuickBooks link on this page to see current specials on 2010 QuickBooks and Quicken.  We suggest that you use these products to help you organize your tax information.  Quicken Online has recently announced that it is available for free.  Check it out at this link - Quicken Online.
 
As a convenience to you, we have a ClientPortal  available. This allows you to upload files to a secure website instead of e-mailing them to us.  It will handle files too large to e-mail. If you would like to use this service please register at the above link.
 
We are looking forward to seeing you soon and appreciate your business very much!
 
Welcome to our firm!
 
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.  We are experienced, informal and friendly.  All clients deal with either Kirk or Diane directly so that you get that personal attention you deserve. For Kirk dial 1# and for Diane dial 2#.
 

Services

Our services can help you in every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning, real estate sales. 
 
Many of our clients use Quickbooks for their small business accounting records.  We support Quickbooks and can assist you with any problems you may encounter or training you need. 
 

Our Firm

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and direct contact with our clients spell the difference between our firm and the rest.
 

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.
 

Tools and Resources

There are a total of 58 financial calculators for you to use. These tools can assist you in making a major decision.
 
With our website features you can balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, or get the latest version of QuickBooks. 
 
Register to use our "Client Portal" to securely send us your QuickBooks and other files or to pickup a file from us.
 
 
 

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