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Specialties
We are an Accounting and Tax Firm specializing in: Accounting (including monthly or quarterly financial statements, bank reconciliations), Payroll, Sales Tax, Tax Planning, Accountants Review (if you are one that does your own accounting and only needs someone to review your work) and IRS and State resolution. We pride ourselves on customer satisfaction and quality work at a rate you can afford. We are a group of accountants and Enrolled Agents with over 20 experience. Year round accounting and tax firm we don’t disappear with the season. We communicate with our clients by every means possible be it email, phone, fax or text message. You can be assured we will return your phone call same day.
History
Established in 2013.
Stephen and I met about 6 years ago and after working together about 4 of those years we truly realized we worked amazing together. We have the same goals and same work ethic. We are both Enrolled Agents and Stephen with his master’s degree in Accounting and Financial Management we felt we would be a great asset to the market of accounting and tax. Both of us value our clients and feel communication is a huge part of making our business a success. We got our business plan together and jumped right in with both feet.
Meet the Business Owner
Lorie P.
Business Owner
I have been in public accounting since 1990. I specialize in bookkeeping and tax preparation for individuals and small businesses. I enjoy preparing financial statements and tax planning so that I can help my clients keep more of their hard earned dollars. You know what 1040 means right? 10% for you and 40% for them! We want to help you even that up a little. Stephen Murray is my business partner he has been in public accounting since 2004 and he is amazing just ask any one of our clients. He has his master’s in accounting and business finance. We like to make things easy for our clients and take the stress off of them when it comes to accounting, tax or IRS or state issues.