About Us

We are passionate about helping bookkeepers learn how to prepare tax returns. After years of preparing taxes, we realized there is a need for bookkeepers to learn about taxes and how to prepare tax returns for their clients. We find clients are often happier and better served by having one firm work on the accounting and tax returns. Plus, as the business operates during the year, bookkeepers are in a unique position to recognize tax savings strategies that can be implemented by working closely with the client on accounting and taxes.