In the 1970's, my grandmother, Mary Brill was a widow and about seven years later, she decided to sell the house she and my grandfather had lived in before his death. She had a CPA do her taxes and thought everything was done properly. Two years later she got a letter from the IRS and she had to answer. She went down the their office and was told she owed 10,000 of her retirement money for the sale of the house. She had no representation and probably could have gotten out of it.
At the time, I was in the service and I also felt powerless to help here in any way. Right then and there, I decided I'd finish my accounting degree and make sure the chances of that happening to others would be diminished with competent representation.
I believe everyone deserves access to our tax system so they pay only what they legally owe and have someone on their side. I think I've prepared myself to be that person. Standing between you and the IRS with your best interests at heart.
I believe I can pass on that mission and vision to other qualified competent tax professionals.
I started this company to do both those things.
We can help build your accounting function or improve what you have now with strategic partners that provide expert payroll and bookkeeping so you don't have to. You can't just look at a bank balance to know where you are financially. Our support helps you see where your business is and streamlines your business and tax preparation. Do what it is you do best!
Let us fill in the blanks.
Just the thought of getting a letter from the IRS sends chills down your spine and makes you feel powerless. "How bad is this going to be?" Or worse, "How much is this going to cost, is usually what goes through your mind.
Telling you to relax sure won't help. With our experience dealing with tax authorities and us on your side, you'll sleep easier knowing we have your back.
That's a promise!
We want our clients to succeed. You can only do that if your money is working for you. The best part about getting more money is being able to keep it. We help you develop customized tax strategies for both business and personal tax situations. We work hard when you need us—even after tax season. So, let us help tackle your most pressing issues and get you the best possible outcome.
We are Endorsed By Dave Ramsey as part of his
Endorsed Local Providers Network.
Service you can trust.
As a member of the American Society of Tax Problem Solvers (ASTPS), we can help you efficiently to take care of your tax problems with other seasoned professionals
J. C.: "Rick was extremely knowledgeable and very helpful. The appointment ran right on time. Rick was very polite and professional. He helped me save money on my tax return. Of all the tax advisors I've ever used, I feel the most confident in Rick and will make sure I only see Rick next year."
Courtney C: "Rick is a great tax advisor! He works very hard to make sure that I am filing everything correctly, in both mine & the government's best interest."
Mary B: "Rick is personable, knowledgeable, friendly, and quick"
Amber P: "Excellent customer service and tax knowledge."
Mandy C: "Rick is an awesome tax professional! Have used him many years and will continue to use him!"
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