How It Works

  • Schedule A FREE Consult

    Book on our calendar or contact us with your availability and we will provide you with a quote directly on the first call.

  • Meet Your Accountant

    Now the fun begins! Via phone, in person, or zoom you will be welcomed and accommodated by your new accountant - JOSE to begin the nessecary steps for your specifc needs.

  • Get Down To Business

    Jose will then get to work on all of your needs. If you ever need him for questions or concerns he is a phone call or text away!

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What Can We Help With?

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

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Here's what else we do for you:

  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File extensions and calculate estimated tax to avoid interest and penalties

Book Your Free Consultation Below