About Us

A recent client came to me after his former tax preparer went silent. I was able to turn his $15,000 tax bill into a $4,600 refund, and slashed an $18,500 IRS notice down to just $800. If you or your clients are dealing with IRS headaches or radio silence from your current CPA, I'm always open to connect and help.

As an accountant with over 15 years of experience, a QuickBooks Online ProAdvisor, and an IRS Enrolled Agent (EA), my passion is helping business owners and individuals take away their bookkeeping and tax headache. I am passionate about filing taxes accurately and maximize taxpayers' refunds.

I provide a complete suite of services under one roof:

Bookkeeping: clean-up, QuickBooks set up, ongoing monthly, quarterly, or annual bookkeeping. Provide financial reports and analyze business performance. And advise business owners reduce costs, increase revenue, avoid non-deductible expenses, and stay in compliance.

Tax Services: tax filing, tax saving/planning, and tax strategies.

How We Got Started

I founded my business after a church friend asked me to prepare her taxes shortly after I earned my Enrolled Agent (EA) license. To be able to deduct my tuitions and fees, I need to create a company. That's how I started.

That first return opened my eyes to a widespread problem: many taxpayers were overpaying because of overlooked deductions and credits by their tax preparers. It really matters who file the tax returns.

I am dedicated to helping individuals and small to midsize businesses file accurate, compliant returns while maximizing their financial outcomes.

Products & Services
We handle tax filing in North Mountain.
We assist with estimated tax payments in North Mountain.
We offer bookkeeping clean-up and on-going bookkeeping service, such as monthly, quarterly, and yearly.
Recommendations Given (10)
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Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!