Since 1993, I have been working with retired individuals, non-profit organizations and small to medium-sized businesses in and around Green Valley. My sole purpose is to provide my clients with highly personalized tax, accounting, and financial advice of value. By providing the best service possible at affordable fees, I have formed countless rewarding relationships throughout the Green Valley area and have helped my clients retain and increase their net worth.In fact, almost all of my new business comes from client referrals.
Services
Our firm has the resources, experience, and depth of knowledge to offer the following services to individuals, non-profit organizations and trusts. We can deliver the services you need in a professional, fast, and cost-efficient manner. I offer free Notary services to my clients. I provide professional compilation, review, and audit services to businesses, non-profit organizations and home owner associations of all sizes.
You and your staff did a very good job of preparing our income taxes. Mary and I feel very blessed to have you available to take this job off my shoulders. There are so many changes to tax prep that I wouldn't have any knowledge of. Please tell your people that we really appreciate their work and the hours they put in.
Here is a 5-minute presentation about our Payroll Solution that introduces you to our service and shows how you will benefit from it. While many payroll companies offer a take-it-or-leave-it, cookie cutter approach, we tailor our services to meet the needs of each individual client. And now you can get this complete, personalized payroll service more cost-effectively than ever before.
Our website provides a variety of resources to help you with personal and business financial issues, to keep you informed on current affairs, and to provide a portal to the most valuable sources of information on the Internet. A wide selection of calculators will help you answer many important questions concerning your personal finances - home mortgage, auto financing, loans and credit cards, retirement, savings, investments, and insurance. If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
Reviews (4)
Barbara Gray
Mar 09, 2022
Burma Montoya
Mar 20, 2021
Shannon Lynch
Aug 18, 2019
Overpriced for what I got. I caught several significant errors in my Tax return for 2013. The biggest error was my state taxes were calculated on an entire year vs. a 1/2 year. It took another week to make the corrections. I've worked for a CPA firm and used CPA's throughout the years and I've never found errors nor paid as much as I did for this CPA.
Douglas Teeter
Aug 25, 2014
