We are not a CPA firm, and likewise we do not charge CPA prices! Our client base consists of individuals, small businesses, and landlords who need help with accounting and tax preparation at all levels. We can tailor our service from full bookkeeping down to simple annual reviews. Unlike other firms, we do not charge by the “form” but have a flat rate system that includes federal, state, and city tax returns.

We have clients in most every state from coast to coast, and even a few overseas.  We can complete tax forms for each state if required, and we have resources to make sure we are up to date on the different state tax laws.  I am a member of the National Association of Tax Professionals, and served for 9 years on the Ohio NATP board.

With today’s ever-changing tax codes, it is important that you not only get accurate tax reporting, but that you also understand all the implications of how the tax code affects your business and investment decisions. We will take the time to discuss your personal issues, and safeguard your privacy. We are available year round, not just the first four months of the year.

Please call with any questions, and we are more than willing to discuss our fee up front so that there are no surprises. We offer discounts to first-time clients to see if our service fits your needs.