Hi! Welcome to our page!
We are so glad you stopped by!
Odds are, you are here because you heard about us from a friend who uses our services. That’s how 99% of our clients come to us. Our clients are so happy with our services that they just can’t wait to tell their friends and family about their satisfaction! Our commitment to excellence, our knowledge, and our friendly service, are key factors in their loyalty! However, I’m sure it helps that we are able to consistently reduce their tax liability, thus reducing any amount they may owe, or increasing any refund they are due. Of course, it could just be the fact that WE CARE! It only takes one conversation with us, for you to realize that we are NOT like everyone else! So many things set us apart from others in our area of expertise. When you call us, you will get answers to questions you didn’t even ask! Whether we are talking about tax preparation, bookkeeping, starting a business/corporation, planning for retirement, or you just call with a simple question about your payroll tax withholding, we are always thinking one step ahead, making sure you and your family are given the opportunity to establish the best possible plan of action for your particular needs.
Thanks to the consistent referrals of our loyal clients, we have now grown to serve clients in 16 states across the country. Our ease of communication and collection of documents makes it so convenient for your busy lifestyle. We’ve even made it simple for you to sign your documents by utilizing electronic signatures when the situation warrants it. Not only are you guaranteed our excellence in Tax Preparation or related services, and the convenience of doing so, but we have also added more services to meet your needs, the needs of your family, as well as many business needs you may have. We are constantly finding new ways to help better prepare our clients for the future. Be sure to take a moment and check out all of our services available to you. We offer individual tax preparation, as well as preparation and other services for your small business. As a matter of a fact, Small business is our specialty! If you need tax preparation, you will need to visit the Tax Organizer tab for yearly tax preparation documents, but our Legal Documents/ Others Services and Business Services tabs contain valuable information and resources available to you that could greatly impact your life! Especially if you are living day to day without a few very essential documents.
This year we have partnered with Santa Barbara Bank. This allows us to take your tax preparation fees out of your refund (bank fees apply).
We are very excited to be able to offer these added benefits to our clients!
Call us today to discuss your specific needs! We’d love to help!