Servicing clients in all 50 states

My mission is to help you pay the least amount of tax that the law allows. Each year millions of Americans overpay their taxes, either because they do not know about all their allowed deductions, or because they pay interest and penalties. My job is to do it right and save you money.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

What is the Annual Filing Season Program (AFSP)?

As of this writing the IRS does not have the legislative authority to regulate the qualifications of any paid tax preparer. The IRS has created a voluntary program of continuing education called the Annual Filing Season Program. Tax preparers who participate are required to complete 18 hours of continuing education each year, 10 hours in tax law; 2 hours in ethics; and 6 hours of Annual Federal Tax Refresher training. Afterwards they must pass the required tests. Tax preparers who complete this voluntary program may list their ASFP credentials and are listed on the IRS website for public inspection. Additional, AFSP participants receive representation rights to assist their clients that non-participating preparers do not have.

Online Tax Preparation

Have your tax return professionally prepared from the comfort of your home. Upload your documents to our secure site (or you can send them by fax or email) and have them prepared promptly at a low cost.

Office Consultation

Are your taxes more complicated or do you have questions? We can meet face to face and review your situation. My mission is to save you money by limiting your taxes to the lowest amount the law requires. An appointment can be made directly on the web site or by calling me at 302-528-1053.

Small Business Taxes

I have had over 30 years of experience with small business taxes. You need to service your clients. Let me take this burden off your plate and prepare your taxes. Not only can I do the annual tax filing, but I can prepare you 1099’s and W2, making sure you are in compliance with all of Uncle Sam’s requirements.

Bookkeeping

Let me put my 30 years of experience to work for you. Good bookkeeping is not only to create your tax bill at the end of the year, good bookkeeping can reduce your total tax burden and provide you with the management tools necessary to help you manage more effectively and efficiently. Schedule an appointment to see our I can help improve your bottom line.