About

For over 20 years, I have been focused on offering complete and unique solutions in accounting and tax advice, everything done in a distinguished and personalized process. I recognize your individuality with dedication and attention to every detail. More than providing accounting and bookkeeping services, I want to be by your side, helping, structuring, and celebrating each of your celebrations. 

As an EA (Enrolled Agent), I am licensed and fully recognized by the Internal Revenue Service. Our reputation for excellence can be evidenced by our partnerships with leading financial organizations including the National Association of Tax Professionals and the American Institute of Certified Bookkeepers.

Specializing in Business and Personal Accounting/Bookkeeping.

Accounting/Bookkeeping Services:

  • Calculate payroll and payroll taxes
  • Report payroll quarterly and annually
  • Reconcile bank statements
  • Prepare profit and loss statements and balance sheets
  • Pay bills
  • Enter client invoices and payments
  • Review your bookkeeping (monthly/quarterly/annually)
  • Report sales tax and B&O tax for city and state reporting

Mission Statement

Our mission is to provide the highest level of professional services to our clients. We want to be their most trusted business advisors and to create value through the accounting, tax, and professional services that we can. We are here to provide insightful advice to empower our clients to make informed final decisions.

Vision Statement

Our vision is to be the most trusted and respected accounting firm in our area, by providing innovative and practical services that will contribute to our clients’ success. We plan to achieve this by hard work and cultivating relationships built on trust and reliability.

Values

We believe in the value of our client relationships and treat them as partnerships. We believe in being conscientious and operating with integrity and honest, consistently producing quality work. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of continuing and advanced training, technical experience, and financial acumen.