Our Services
Personal, Small Business, Estates, Trusts and Tax Planning services.
Service 1
Yearly Personal tax returns: 1040, 1040-SR
Service 2
Small businesses including sole proprietor, rental real estate, S-corporation, Partnerships and non-Profits.
Service 3
Trusts and end of life Estate tax returns.
Service 4
Tax planning including W-4 withholding, investment capital gains, retirement contributions and distributions.
Why Choose Us
Benefit 1
50 years of filing my own Personal tax returns and 15 years servicing >150 clients at the big Block place
Benefit 2
Experienced treasurer of ski club corp, investment club partnership and non-profit alumni corp.
Benefit 3
Self-employed in 2 companies, officer in family real estate corp and family advisor in several estates.
Benefit 4
Dedicated, ethical and conscientious worker with emphasis on customer service.
About Our Company
About me (Chuck)
I’ve been preparing my own tax returns, forever! Each year they became more complicated: investments, home ownership, partnerships, marriage, small businesses, parent’s estate. Fortunately, my analytical mind kept absorbing and applying the knowledge needed to accurately prepare my tax returns. After retiring as an automotive engineer, I joined the forces at a big Block tax firm to share my knowledge and learn even more.. A large company is a great place to learn and apply one’s skills, but personalized customer service was hard to fit in a 60 minute appointment. So after 15 years, it was time to venture on my own (actually with prior co-workers) and offer comprehensive customer service.
Client Testimonials
