Our team includes all levels of tax experience. We will set you up with the right tax accountant to match your needs and budget. We have partnered with Protection Plus and include audit defense in the unlikely event you receive an audit notice.
New clients get a first year rate of $350 for personal tax no matter how complicated they are. First year business tax clients will also get half off the normal rate but we will need a little more info to quote you an exact rate.
We are a friendly family run office, but we are not your typical tax accountants. All five of us had prior careers as either business owners, law enforcement and/or military. We are not afraid to take on difficult tax issues.
We work with "routine" W-2 taxes as well as with high wealth individuals, LLCs, S-corps, partnerships, businesses, (typically under 10 million in sales), real estate investors, vacation rental owners, estate taxes, trust taxes, HOA taxes, etc. We also offer IRS tax collection, IRS tax lien and IRS tax audit representation.
The owner Jason is an Enrolled Agent which is the highest credential the IRS awards tax accountants. He is also one of under 200 Dave Ramsey Trusted Tax Advisors nationwide. He has a bachelor's degree in business administration from the University of Arizona. He is a retired Police Officer with over 20 years of experience in various assignments including investigating financial crimes. He is a veteran of the United States Army where he served as an Infantry Reconnaissance Platoon Leader and Executive Officer where he led over 100 combat trained soldiers of various ranks. During that time, he was responsible for over 100 million dollars in weaponry and classified reconnaissance and targeting equipment. Jason owns rental property, has a passion for tax law and stays up to date with the frequent changes. He is married with kids and enjoys doing outdoor activities with them.
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