04/25/2026
Now that we're 10 days past the first individual income tax deadline it's time to look ahead and finish all of the extensions that we filed.
Thank you to all our customers that got their paperwork in on time so we can file your taxes by the 4/15 deadline.
If you or someone you know forgot to file their taxes, couldn't get to them on time or was missing some tax forms, please send them our way so we can provide them some great service.
03/19/2026
We're down to the last 4 weeks of personal tax season. Tax day is 4/15 in case you forgot. We still have open slots available if you want an amazing tax preparation experience.
Call now to connect with business.
12/25/2025
Merry Christmas and Happy New Year to all my customers. I’m grateful for a wonderful year and am looking forward to a great 2026!
09/13/2024
13 years ago today I was honorably discharged from the Navy. A lot has been done in the past 13 years. I got married, fathered 3 kids, earned 3 degrees, bought a house, and have changed jobs 3 times. It’s good to remember and reflect. Spending the evening with Rick was a blessing and the cherry on top. I served with Rick on the USS Ronald Reagan and stood the watch with him many a days.
04/19/2024
Well the 4/15 deadline has come and gone. For those of you who forgot (it happens) to file your tax return, we can certainly accommodate your late filing of your tax return. Book an appointment today so we can get you caught up.
02/24/2024
For those of you who use Canopy for your payment services there’s a feature within the payments section to setup automated emails to be sent out to your clients a various intervals if you choose to have it setup that way. This works great if you pre-bill to get paid upfront instead of after you perform the service.
Then, once client pays invoice, you’ll receive a notification under billing and can immediately take action on their task/case.
01/28/2024
My circle may be small, but I got enough SOLID brothers and sisters in my life. I am doing a battle buddy check-in showing support for one another. I need at least 7 warriors to post this message to show you are ALWAYS there if someone needs to talk. I have no idea who will say Done in my post but I have faith!
Veterans Crisis Line: 988 then press1
Veterans Crisis Line
24/7, confidential crisis support for Veterans and their loved ones. Contact the Veterans Crisis Line: Dial 988 then Press 1, chat online, or text 838255.
01/26/2024
It’s tax season. Book your appointment soon so that we can get your 2023 income taxes complete. Lots of changes happened during 2023 and we are ready for your financial wellness. We’re already off to a great start.
01/03/2024
Happy new year!!! Tax season is right around the corner and we’re working hard to be ready and tackle this season. If you’re a current client then you can start uploading your tax documents right away into your client portal. If you know someone who needs this service then send them a referral and I will gladly talk to them.
11/11/2023
Happy Veterans Day! Today we celebrate the Veterans who proudly served in our armed forces. As a Veteran owned business we are proud of that service.