Core Services

(at a glance)

  • Tax Preparation

    Individual and Small Business tax preparation and filing.

    We are focused on one thing: reducing your tax liability. We expertly gather the information needed to ensure that our clients take advantage of every deduction and credit available. Moreover, we are pleased to offer financial tips tailored to your unique circumstances.  Click Here!

  • Seminars

    Impactful tax and financial seminars from an enthusiastic expert.

    Each of our seminars are carefully designed to deliver only the information you need.  Materials are carefully tailored as we strive to be relevant, engaging, and highly effective.  This is our most effective platform as you’re sure to find Pat competent, energetic, and funny. Click Here!

  • Accounting & Bookkeeping

    Bookkeeping and Payroll services that allow you to concentrate on what you do best!

    Will you consider utilizing one our support services?  By allowing us to assist you with bookkeeping or payroll, you may concentrate on doing what you do best.  Our services include payroll and payroll return processing, accounts payable, financial statement preparation, sales tax, accounting software, and etc.  Please click here for more details.


  • Tax Season is here!

    Countdown to Filing Deadline:  April 15, 2020