About Us

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We provide excellent, personalized income tax, sales tax, and payroll tax services as well as bookkeeping for most entities (individuals, partnerships, corporations, trusts and non-profits), with a focus on more complex situations like churches, non-profits, and multi-entity enterprises.

How We Got Started

Worked for a much larger firm for years and got really tired of telling clients "I'm sorry, they won't let me do that." That was almost 15 years ago!

Products & Services
Includes preparing individual, corporate, partnership and trust tax returns, as well as 990 information returns for non-profits.
Bookkeeping customized to your budget and needs, including full-charge bookkeeping, payroll and sales tax returns, year end reporting returns and o...
Payroll processing including electronic payment of payroll taxes.
Recommendations Given (22)
"Just got off a call with Carrie and she is a font of useful information for small business owners!"
"I can count on Steve to deal with issues promptly and effectively - without spending hours..." Read more "I can count on Steve to deal with issues promptly and effectively - without spending hours wandering phone tree hell."
Recent Activity

RJ from SOS Business Services Answered this on February 01, 2019
You can easily reach us year-round -- we don't disappear once tax season is over. I spend a lot of time with each of my clients, so unlike the big firms, not only will I remember your name and history, I can recognize your voice on the phone and wave if I see you at the grocery store! More... (more) You can easily reach us year-round -- we don't disappear once tax season is over. I spend a lot of time with each of my clients, so unlike the big firms, not only will I remember your name and history, I can recognize your voice on the phone and wave if I see you at the grocery store! More importantly, you will deal with one dedicated point of contact and you will never be passed off to a low level staffer and left hanging. We provide excellent, personalized income tax, sales tax, and payroll tax services as well as bookkeeping for most entities (individuals, partnerships, corporations, trusts and non-profits), with a focus on more complex situations like churches, non-profits, and multi-entity enterprises. I look forward to hearing from you!

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 25+ Local Business Owners!