We specialize in making the tax process for individuals and business owners and the accounting process for small business owners as reliable, simple, fast, and understandable as possible. And we do this with a team that is thoroughly knowledgeable, trained, and responsive with a constant eagerness to deliver high value for our clients.
Feel free to call the office if you have questions about our services and pricing or book a free 15 minute phone call with Jonathan, the owner of the firm, who can give you the answers you need and point you in the right direction.
Feel free to call the office if you have questions about our services and pricing or book a free 15 minute phone call with Jonathan, the owner of the firm, who can give you the answers you need and point you in the right direction.
Services
Tax Planning is our favorite most rewarding part of working with clients. The reason is we make clients aware of opportunities available and then establish a game plan to help achieve the results. For most of our business clients the savings is estimated at roughly $18,733 a year but we have saved clients much more (highest savings we achieved was $452,000 for a single client).
Reviews (3)
Luca Djelosevic Ii
Mar 08, 2021
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I send my tax documents to Jon every year without a hitch. He is extremely knowledgeable and very professional about what information is needed. If you need help do not hesitate to contact them with questions, their friendly staff is top notch. I love that the firm is a family business and local. Person to Person is extremely important in todays world and Jon just gets it! I highly recommend using them for taxes or any accounting needs.
Josephine Cook
May 04, 2020
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We are so happy with Jonathan and the staff. They are there for you not only during tax time but all year long. He helps us with our personal and business questions. Jonathan always has a smile for you. Great company and we highly recommend him for your accounting needs. Thank you, Jonathan, Tanya and Joann for everything.
Cassandra Pleasent
Aug 16, 2014
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