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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

Our onboarding window has closed for spring filing. Click to visit our Work With Us page and submit our Quick Questionnaire to join our wait list for summer filing.