We have the experience and knowledge needed to prepare your tax return quickly, accurately and to maximize your refund. We have prepared tens of thousands of returns during the more than 25 years we have been in business.
All of our tax preparers are either IRS Enrolled Agents, CPA's or CA Registered Tax Preparers and are tested and licensed to prepare tax returns. We are career tax professionals and know the current tax laws as well as stay up-to-date on the complex and frequent changes in federal and state tax laws. As a result we have a unique understanding how these developments affect you and your bottom line.
Over the years the firm has developed a demonstrated knowledge in financial services and wealth management. Who better to counsel an individual about their financial future than their tax professional? We can develop a customized investment program that fits each client's individual goals and aspirations.