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What Do Our Clients Say?

It was very nice working with Julie and her staff. We didn't have to worry about our bookkeeping! They are also always on time in sending my books. She also regularly reviews my books, and keeps us informed about tax liabilities and more ways to save money on our taxes."

- Jeff W., restaurant owner

What Sets Us Apart?

Our professional staff is dedicated to providing clients with outstanding accounting and tax solutions.

Our professionalism and experience in serving this community for more than 27 years is what truly sets us apart.

Allow us to take care of your accounting needs so you can focus on your business!

Don't worry about preparing tax returns any longer! We can help you discover the deductions and credits that are legally available to you. We will also teach you how to plan your future transactions with tax consequences in mind. Read more »


Have any of these happened to you lately?
  • New Home
  • New Business
  • Divorce or Separation
  • Recent Wedding
  • Newly Hired or Laid Off
  • Graduation
  • Promotion
  • Recently Exercised Stock Option
  • Sale of Business
  • New Relocation Requiring
    Multiple State Tax Return
  • Setting Up an IRA, SEP-IRA,
    ROTH IRA, or Any Retirement Plan
  • Retirement
  • Death in the Family
  • Fiduciary Needs
  • Raise in Salary
  • New Baby
  • Sale of Stock

If the answer to one of the above is yes then we can help you. Contact Us Now!
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