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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.




The IRS encourages everyone to get an identity protection number (IP PIN) for the 2025 tax filing season. An IP PIN is a unique code that you include on your tax return and any other … The IRS recently announced that many people who qualified to claim the Recovery Rebate Credit on their 2021 tax returns neglected to do so. The credit was available to people who did not receive one … January Day 10Get a 2025 IP PIN from the IRS to Protect Yourself from Scammers
IRS Sending 1 Million Recovery Rebate Payments this January
Upcoming Tax Deadlines
Employees Who Work for Tips – If you received $20 or more in tips during December, report them to your employer. See Pub. 531, Reporting Tip Income, for more information on how to report tips …
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