We're committed to providing you with quality, personalized accounting, tax preparation,
and financial services. We use the latest technologies, including top of the line tax software.
We also offer electronic processing, so you get your tax refunds quickly and easily.
Doug, Gabby, Linda

Our Mission

Our mission is to help clients maintain financial common sense in today's economy, while assisting them in achieving future goals. We communicate openly with clients to reach an understanding of their needs. We're dedicated to high standards of excellence
and professionalism.

Our Firm

We have a remarkable range of talent and expertise varying from simple to complex financial and tax related issues. Our talented staff offers expertise in all fields of accounting, tax preparation, and tax advice. We're poised to provide immediate customer service and accurate up-to-date reports. 

 We believe that our combined knowledge and experience will achieve remarkable results for all of our clients.
See You Soon!       Linda - Doug - Gabby - Juan

We specialize in providing quality financial services to individuals and the business community. 
We offer comprehensive life events planning and business, tax, and investment strategies and guidance.

 Life Events Planning

We offer sound, expert advice on a variety of financial situations that individuals and businesses are likely to encounter over their lifetimes. The broad range of topics includes everything from buying and selling a house, or investment property, beginning a family and to improving your retirement.

Business Strategies

We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth.

Investment Strategies

We provide general, non-controversial information on various forms of investments and their tax benefits. (We do not recommend specific investments).

Tax Strategies

We offer information on suggested tax-savings opportunities that clients can implement immediately.

Accounting Services

If you have a short term or long term  need for accounting services, we offer excellent accounting services that can help you year round. If you are new in business, you may have found you fell behind and not sure what to do, we can help you.  We can provide you with the support you need to correct and catch up accounting records, to get you on track.  We offer full charge bookkeeping, or we can look over your current bookkeeping system and most likely offer suggestions to improve it.  We offer complete payroll services, as well as preparing your quarterly payroll tax returns and year end payroll returns. The next time you have a need for accounting services, contact us!

Contact our office today to learn more and get started.


Phone: 520-868-1040 
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