Services

What We Can Do For You

Our services are designed to meet the needs of individuals and small businesses, providing guidance and support for tax preparation, planning, and compliance. Wendy ensures that each client receives personalized attention and thorough assistance.

Read more about each of our services

Tax Preparation

Our tax preparation service ensures accurate and timely filing of individual and small business tax returns, guiding you through the process with expertise and attention to detail.

Tax Planning

Our tax planning service helps you minimize tax liability and maximize deductions through strategic planning tailored to your financial situation and goals.

Tax Compliance

We keep you informed and compliant with changing tax laws and regulations, ensuring you meet filing requirements and deadlines without stress or penalties.

Testimonials

What Our Clients Are Saying

Our customers are our best advocates. Read what they have to say about our work.

Wendy, thank you for 20 years of service preparing my taxes. I really appreciate you and the excellent quality of your work. I've had the peace of mind through the years that I've never had to fear the IRS from filing incorrectly. The dedication you exhibit both honestly with the IRS and your customers emphasizes what a wonderful businesswoman you are. Thank you for being my friend and trusted advocate for the IRS.

Dora Maxwell

I gladly recommend Wendy's services. She has a very clean, friendly atmosphere. She puts all she has into her work, she's affordable and always completes in a timely manner. I look forward to see her each year!

Jessica Swope

FAQ

Frequently Asked Questions

Have a question? We have answers. If you can't find what you're looking for, don't hesitate to contact us.

Please bring all relevant financial documents, including W-2s, 1099s, records of expenses, investment income statements, and any other documents related to income or deductions.
It depends on your financial situation. After our initial consultation, we will provide you with an estimated timeline.
Yes, we can help with filing back taxes and will work with you to gather the necessary documentation and submit past year returns.