Simplify your life with expert tax guidence and peace of mind.

It’s not what you earn that matters. It's what you keep.

Are you paying too much in taxes? —

Your Trusted Partner for Tax Savings and Clarity

  • Do you feel no one is looking out for you?

  • Is anyone giving you creative ideas to save money?

  • Is anyone answering your questions in a timely manner?

  • Are you lost when thinking about the tax effects of decisions?

WENDY C. NORMAN, CPA
Founder & CEO

Services

We can take the fear and hassle out of taxes.

Save you time

We can coordinate with your other financial providers to access your information.

Save you money

We help maximize tax savings opportunities or  We work with you on your important decisions so there are no surprises.

Save you stress

We get to know you and your goals so we can prepare a property strategy. 

— Packages & Pricing —

Silver
★

Starting at $895

Prep and File

We prepare and file your 1040 return based on your information with an hour of annual consultation. Audit not included but simple IRS correspondence is included.

Gold
★★

Starting at $1800

Prep, File & Support

All of Silver with the addition of tax planning to avoid paying more than necessary. Semi annual consultations to make sure you are on the right tract.

Platinum
★★★

Starting at $3500

We Take Care Of Everything 

All of the above with agressive personal tax planning. First priority response and quarterly consultations. Overseeing of tax strategy implemetation and working directly with your other financial advisors.

Let's get started

– 01 –

Schedule a Call

Book an initial meeting to kick things off. We’ll send you confirmation details to lock in your time.

– 02 –

Gather & Submit Your Documents

We’ll create a tailored strategy to streamline your documentation, so you can reclaim time and gain peace of mind.

– 03 –

Plan Ways to Spend Your Tax Savings

The fun part! Gain a trusted expert on your team, allowing you to free up your time.

We're not your typical accountants.

Yes, we prepare you tax returns and yes, we are accountants, however our real strength is in our personal approach. We get to know you and can tailor our 27+ years of tax experience to fit your goals.

We don't speak "accountant" and can help you fully understand the convoluted every changing world of tax. We will spend the time to look at all aspects of your business and personal life and find the exact tax strategy for you.