Welcome to our website!

Even though tax season was officially extended to May 17, we are urging clients to get your information in by May 1, as we don’t want to get so flooded at the last minute.

If you bring your information on or after May 1, we will ask you to sign for an extension. However, we should be able to complete your return, provided we have all of the necessary information. We just wanted to make sure we have all of our bases covered.

As always, we look forward to seeing you and hope that everyone is in good health and recovered from 2020.

Anna, Sue, Roly, Suzette, Daniel and Doug

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.