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$10M+

Tax Savings Identified

300+

Businesses Served

98%

Client Retention Rate

25+

Years Of Experience Tax Advisors

About Us

A Reputation for Accuracy A Passion for Helping Clients.

With decades of combined experience, our team of the certified tax professionals provides strategic, reliable, & compliant tax solutions tailored to your unique financial goals from individual corporations.

Professional & Results-Focused

Our fir brings together industry leading tax professionals one.

Professional & Reassuring

Let our expert tax consultants take the complexity out of tax.

Our Services

Custom Solutions for Individuals, Businesses And Corporations

Tax Planning & Strategy

We work year-round to help you plan ahead, identify deductions create tax-efficient strategies that align with your financial goals whether you’re individual.

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Business Tax Preparation

We work year-round to help you plan ahead, identify deductions create tax-efficient strategies that align with your financial goals whether you’re individual.

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Individual Tax Services

We work year-round to help you plan ahead, identify deductions create tax-efficient strategies that align with your financial goals whether you’re individual.

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Tax Compliance & Reporting

We work year-round to help you plan ahead, identify deductions create tax-efficient strategies that align with your financial goals whether you’re individual.

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Corporate Tax Advisory

We work year-round to help you plan ahead, identify deductions create tax-efficient strategies that align with your financial goals whether you’re individual.

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How We Work

Our Collaborative Approach Ensures Your Best Financial

Customized Tax Strategy

We begin by understanding your unique financial situation and tax goals through a thorough consultation then, we craft.

1

Ongoing Support & Updates

We begin by understanding your unique financial situation and tax goals through a thorough consultation then, we craft.

2

IRS Representation & Support

When tax season arrives, we handle all preparation & filing with precision, giving you confidence and peace of mind every.

3

Meet Our Team

Our Team Brings Deep Insight and Client-First Thinking

Patricia Sanders

Tax Specialist

Patricia Sanders

Tax Specialist

With over 12 years of experience in corporate & individual tax planning, Sarah specializes in complex tax.

Kimberly Mastrangelo

Senior Tax Consultant

Kimberly Mastrangelo

Senior Tax Consultant

With over 12 years of experience in corporate & individual tax planning, Sarah specializes in complex tax.

Alex Buckmaster

Director of Tax

Alex Buckmaster

Director of Tax

With over 12 years of experience in corporate & individual tax planning, Sarah specializes in complex tax.

Patricia Sanders

Tax Specialist

Patricia Sanders

Tax Specialist

With over 12 years of experience in corporate & individual tax planning, Sarah specializes in complex tax.

Our Testimonials

Hear What Our Clients Say About Working With Us

“Working with this team completely changed how we handle taxes. They found deductions we never knew existed and helped us stayed organized year-round. It’s the first time taxs season hasn’t felt Business Owner stressful.”

Sheldon Jackson

Founder, Carter & Co.

“Working with this team completely changed how we handle taxes. They found deductions we never knew existed and helped us stayed organized year-round. It’s the first time taxs season hasn’t felt Business Owner stressful.”

Sheldon Jackson

Founder, Carter & Co.

“Working with this team completely changed how we handle taxes. They found deductions we never knew existed and helped us stayed organized year-round. It’s the first time taxs season hasn’t felt Business Owner stressful.”

Sheldon Jackson

Founder, Carter & Co.

Tax Insights & Updates

Explore the Latest in Tax Law, Strategy, and Planning

Maximize Savings Minimize Stress

Get Expert Tax Support That Works for You All Year Round