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Real-Time Responses, Real-World Solutions

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Our Services

Tax Preparation & Planning

Tax Preparation & Planning

From personal/family tax to large corporate returns for an expanding business, we cater to a wide range of clients. We do more than prepare a tax return. We use your return as a visual aid to teach and help you plan for the future.

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Communication & Responsiveness

Communication & Responsiveness

The #1 reason a client leaves their prior tax preparer is the lack of communication and proactive advice. We realize the needs of our clients go far beyond a tax return. Our main goal is to provide our clients with knowledge to empower them to grow their business.

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Business Services

Business Services

Our practice offers a full scope of services ranging from tax strategy, tax preparation, bookkeeping, financial statements, and software implementation. We provide the information to our clients to allow them to make decisions.

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Real Time Information

Real Time Information

Many of our clients need us to assist their staff in maintaining the accuracy of their financial reports. From a large clean-up project to ongoing QuickBooks consulting, our firm has extensive knowledge to provide accurate, real-time financial statements.

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Your CFO / Controller

Your CFO / Controller

Instead of hiring a full-time bookkeeper, Controller, or Chief Financial Officer, allow us fill that crucial role as your CFO. We will partner with your business with the opportunity to meet regularly with our team.

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Tax & Business Council

Tax & Business Council

It is challenging to make decisions without understanding your financial statements. Our firm offers monthly, quarterly, and annual meetings to teach our client’s about tax, provide business coaching, and dive deep into their financial reports. We love empowering our clients with the knowledge to help them grow their business.

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Our Values

Our firm provides outstanding service to our clients because of our dedication to the three underlying values of being innovative when creating solutions, responding timely to our clients, and delivering the highest quality of service with a focus on maintaining strong relationships.

SIMPLICITY

COMMUNICATION

RELATIONSHIPS

RESULTS

Easy Solutions for Complex Problems

The #1 reason a client leaves their prior tax preparer is the lack of communication and proactive advice. We realize the needs of our clients go far beyond a tax return. Our main goal is to provide our clients with knowledge to empower them to grow their business.

REAL-TIME RESPONSES, REAL-WORLD SOLUTIONS

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BUILDING TRUST THROUGH ENGAGEMENT

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PLANNING THAT DELIVERS RESULTS

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An expert in accounting is only a tap away.
5 Star Review

“Kevin and team are truly first class. As a first-time business owner, my partners and I found Kevin’s advice and assistance in accounting and tax instrumental and helpful. He took the time to answer numerous questions and provided generous guidance through all aspects of the process”.

-Jeff P.

5 Star Review

“Kevin has developed a true dream team at this firm no matter what you’re looking for I assure you they can provide that and more, you’ll simply wish you had made the transition to work with this firm years prior!”

-Seth S.

5 Star Review

“Kevin is the best! Our return was pretty complicated but Kevin made it seem easy. He was very patient with us and explained everything in detail.”

-Lisa S.

5 Star Review

“Yes, it actually IS possible to have a great experience getting your taxes done.”

-Brian H.

5 Star Review

“Kevin was great to work with. Very professional, personable and relatable. It was easy to talk to him about our circumstances and he gave us information about all we asked for and more. If you need help with your taxes, hire him.”

-Krystal C.

5 Star Review

“As my business continues to grow and expand, Kevin continues to help me every step of the way. He really helps with understanding the backside of my business. Which in turn helps me grow even more!”

-Marianne P.

5 Star Review

“My prior CPA never communicated with me and my team very well, so I thought it was time to find another accountant. Working with Kevin has been such an eye opening experience. His team cleaned up my books, re-filed tax returns, and saved me thousands of dollars in tax. Now they handle all of my accounting, payroll, and tax planning. Wish I would have made that move sooner!”

-Amanda H.

5 Star Review

“If I were to describe Kevin in a few words, they would be: intelligent, trustworthy, and generous.”

-Glen M.

WE WANT TO HEAR FROM YOU

Oliver Group

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