Trusted for Tax Preparation & Planning Services

Top-Flight EAs

We are one of the few businesses that offer tax preparation and planning for your investments during retirement. We are up-to-date and have knowledgeable employees. We have EA associates that work within our firm, and we belong to a national network of tax practitioners that are federally enrolled agents and provide responsible advice. Our goal is to reduce your taxes during retirement with your investments.

Accurate Service

There are fewer mistakes made because of our automated systems. We collect all your relevant documents and conduct an interview. This process lets us know what you do, and where we can reduce your tax liability. We are
your financial advisor. Most of our clients are retired, or soon to be retired.

Making the Complicated Simple

The tax code is convoluted and very complicated. So is the financial investment business. With us, tax preparation and planning go hand in hand. We help guide our clients through these difficult processes. You can now make the most of the tax season.

What is the National Tax Practice InstitutE(NTPI)?

The National Tax Practice Institute (NTPI) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys. Those who complete Levels 1,2 and 3 earn the distinction of NTPI Fellows a designation held by the nation's top tax practitioners.

Learn more about NTPI content offerings at the 2020 Digital forum November and the 2020 Representation Academy.