Services Offered
Tax Preparation and Filing
Professional tax return services for individuals and businesses, including handling complex cases like unemployment and deductions.
Financial Consulting
Personalized financial advice and planning to help clients make informed decisions and optimize their financial health.
Business Accounting Services
Comprehensive accounting support for businesses, including bookkeeping, payroll, and financial reporting.
Tax Advisory and Planning
Strategic guidance on tax implications and planning to minimize liabilities and maximize returns throughout the year.
Electronic Document Management
Secure and efficient processing using tools like DocuSign for easy document signing and communication.
Reviews
5(5 reviews)
Rating Distribution
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Chelsea Palmer
via Google
almost 5 years ago
I’ve been having my tax return completed here for 18 years and wouldn’t consider going anywhere else. I know that I am in good hands with this group and that I am receiving well thought out knowledge and advice when making decisions. As long as I provide all that’s needed to complete my return in a timely manner it’s processed within a day or two, and I don’t even have to go into the office! Highly recommend.
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Meaghan Pulicevia Google
almost 5 years ago
We have been going to Sarah for years for all of our tax needs and questions and we are so thankful for all of her help and guidance. She is truly a gem -- very prompt, knowledgeable and makes the process easy for us. Thank you for all you do! We appreciate you!
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Kristina Schlottvia Google
almost 5 years ago
I have been filing my taxes through this firm for two years now and I have to say that Diane and her team have been extremely helpful to not only myself but also a couple other clients I have referred them to. I’ve had many complications with trying to file for myself so I spoke with Sara about what I could have been doing wrong. She answered and educated me on all the questions I had. With all of the craziness of last year due to COVID I was concerned that due to unemployment, my taxes would be really complicated. Jen and Sara made everything super easy and kept me in the loop with any changes occurred even after I got my return. This team has gone above and beyond to make sure I’m getting the max refund that I can while also getting the best customer service! Thanks ladies!
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Haley Staudtvia Google
almost 5 years ago
I’ve been using Sarah for years and they are always fast and very responsive. DocuSign is easy and makes things so easy. Recommend them to all of my friends and found someone who I will continue to go to. Cannot recommend enough!
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Courtney Migavia Google
over 6 years ago
Diane is wonderful. Not only does she do our taxes well, but also gives great financial advice. She truly cares about her clients. I have referred several people to her, and they love her as well. Thanks for all you do Diane!
