Welcome to Our Website

Welcome to our website! Here, you’ll find information about our firm and the array of personal and professional services we offer. Feel free to explore and discover the many helpful resources we provide. When you’re ready to learn more about how we can assist you, we encourage you to contact us.

Appointment Choices

We offer several options for appointments:

  1. Face to Face: These appointments fill up fast. We encourage you to call and make an appointment as soon as possible.
  2. Drop Off: You can drop off or upload your tax information, and we will call you with questions as we work on your return. We strive for a two-week or less turnaround.
  3. WebEx: You can upload your tax documents to your portal and schedule a time to review your tax return via a WebEx appointment.

Internet Security

Due to the increase in scams and attempts to steal information from the internet, we only accept tax documents via our secure portal. This is the safest way to submit your tax information if you cannot bring it to our office. Please call our office if you need help setting up your portal. We take computer security very seriously and have enhanced our security measures to exceed IRS requirements.

Feel free to adjust or let me know if you need any more assistance!

Corporate Transparency Act

The Corporate Transparency Act (CTA) is a law designed to make it harder for people to use companies to hide illegal activities like money laundering or tax evasion. Here’s a simple breakdown:

  1. Purpose: The main goal is to increase transparency by requiring companies to disclose information about their true owners (called “beneficial owners”).
  2. Who it Applies To: Entities registered with a State as an LLC or a corporate entity are required to file with FinCEN, with some exceptions.
  3. What Needs to be Reported: Companies need to provide details about the people who own or control the company, such as their name, address, date of birth, and identification number.
  4. Why it Matters: By knowing who really owns and controls companies, law enforcement can better track and prevent illegal activities.

As of January 6, 2025, the requirement to file a BOI report is on hold. It is more likely than not that this law will be reinstated, and companies will be required to submit their information to FinCEN.