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Services

As a business-only CPA firm, we provide business consulting and tax preparation and planning, working strictly with small business owners. Check out our services.

Client Portal

Our SmartVault client portal allows us to securely share documents and QuickBooks files, and to provide you with ongoing cloud-based access to your tax returns and tax data.

Work With Us

We are now onboarding new clients for Tax Year 2023, or those with 2022 returns to be filed by the Fall 2023 extension deadlines. Start with our Quick Questionnaire.

Complimentary Consultation

The questions of a small business owner are numerous; you don't have to go it alone. Inquire about a complimentary consultation to see if we're a good fit to guide your business.

Client Testimonials

Looking for guidance for your business, your retirement, your financial life plan? Learn how we've helped businesses like yours, in our clients' own words.

Contact Us

We look forward to hearing from you. You can send us a message directly through the contact page of this website. Or give us a call at (360) 385-6961.