Serving Clients throughout the U.S. and Internationally


Welcome to our firm! We take great pride in the fact that you have placed your trust with us and we will do everything we can to exceed your expectations. Below you will find links to the documents required to get you established as a client with our firm.

Please go to the New Individual Client Info Sheet, and the New Company Client Info Sheet (if applicable), fill out, print and bring them to your appointment. If you are using our firm for tax services please bring a copy of your most recent tax returns, Federal and State(s) (three years if possible). Please bring your Drivers License and Social Security card.

Please note that payment is expected at the time of the appointment. For tax preparation a $400.00 minimum deposit is required. For consultations with our staff the fees are $150.00 for a consultation with the CPA, extra time is billed at $295.00 an hour and $225.00 an hour for the Enrolled Agent. Fees are subject to change.