There are many changes to tax law from the Fiscal Cliff Deal. Here is a link to the changes - Highlights of Tax Changes.
There are two types of organizers on this website for your use in preparing for your 2012 income tax return preparation. You can either download an organizer (click here) or complete an online version of the organizer. We are requesting that you complete the 2012 Income tax questionnaire and give it to us with you tax information. We can also email an organizer based on your prior tax return, but you need to request this.
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 2013 QuickBooks and Quicken. We suggest that you use these products to help you organize your tax information. Quicken now has a free online version called "Mint". Check it out at this link - "Mint" 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#.
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'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.