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2023 Tax Documents

Stay ahead of tax season – your comprehensive guide
to 2023 tax documents is here!

Now that we’ve entered 2024, we are busy preparing for the upcoming tax season!

Tax organizers were mailed the final week of December, and appointment letters were sent out the first week of January.

Something new this year – 1099, W-2 worksheets, and our 2023 tax organizers are now live and downloadable from our website – click on the button to the left to download these forms!

Meet Our Team

Our team consists of highly skilled and experienced professionals who are passionate about accounting. We are committed to providing personalized service to ensure your financial success.

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Our Services

Tax Planning

We help you navigate the complex tax landscape to minimize your tax burden.


Easily manage your employees’ salaries, taxes,
and benefits.

Financial Analysis

We provide in-depth financial analysis to help you make informed decisions for your business.


Our expert booking services ensure that your financial records are always accurate and up-to-date.

Industry News

How to be Your Tax Pro’s Favorite Client this Tax Season

Why on earth, you may ask yourself, would I care about being a good client to my tax prep professional? I mean, you are a paying client, and aside from treating them with the same decency and respect that you would show any other random person, who cares – right? Wrong! What’s in it…

Reduce Your Taxes by Putting the Right Assets in Your IRA

Most people know the basic concept that certain types of investment accounts are tax-sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware of is how you split your investment positions between your taxable and non-taxable accounts can result in major tax savings.…

How to Calculate Operating Return on Assets

During Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind the third quarter of 2022, when corporations in America made even more money. These figures are the net income of the respective periods, according to the National Income and Product Accounts (NIPA). With profits reaching…

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other services

Other Services

Beyond tax and accounting services, we also offer financial planning services to address those “out-of-the-box” needs.