Trusted tax and accounting for families and small businesses

For more than twenty years our CPAs and enrolled agents have helped local households and businesses file accurately, plan ahead, and stay compliant all year long.

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Our Services

Individual Tax Preparation

Federal and state returns, itemized deductions, rental property, investment income and multi-state filings.

Business Tax Returns

Partnerships, S corporations, C corporations and sole proprietors. Quarterly estimates and year-end planning.

Bookkeeping and Accounting

Monthly reconciliations, financial statements and cleanup projects for businesses of every size.

Payroll Services

Full-service payroll, direct deposit, payroll tax filings and year-end W-2 and 1099 processing.

IRS Representation

Notices, audits, payment plans and penalty abatement handled by our enrolled agents.

Tax Planning and Advisory

Retirement contributions, entity selection, succession planning and life event guidance.

Meet Our Team

A team of 35 professionals across two offices, including CPAs, enrolled agents and payroll specialists.

MR

Margaret Rowe, CPA

Managing Partner

Leads the firm's business tax practice and advisory group.

DK

Daniel Kessler, CPA

Partner, Individual Tax

Specializes in high net worth households and multi-state returns.

AL

Alicia Lopez, EA

Director, IRS Representation

Represents clients before the IRS in audits and collections matters.

TN

Thomas Nguyen

Payroll Services Manager

Oversees payroll processing for more than 200 business clients.

Our Offices

Downtown Office

Main Street Professional Building, Suite 400
Downtown
Phone: (555) 555-0142
Monday to Friday, 8:30 AM to 5:30 PM
Saturdays during tax season

Westside Office

Westside Commons, Unit 12
Westside
Phone: (555) 555-0187
Monday to Friday, 9:00 AM to 5:00 PM

Contact Us

Call either office to schedule a consultation. Existing clients can exchange documents securely through the client portal.

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Secure Client Portal

Upload tax documents, download completed returns and review engagement letters online.

Sign in to the Client Portal