Welcome

We offer full-service Individual and Business Income Tax Preparation and full-service Bookkeeping, including payroll, accounts payable, accounts receivable, bill pay, invoicing, financial reporting, and more. We work thoroughly, effectively, and honestly.

Stage 1

Sign Client Service Agreement Letter

Please sign the engagement letter below to get started:

Stage 2

Complete

Tax Organizer and Questionnaire

Stage 3

Upload Tax Docs

Please upload your tax docs to Liscio, where we will also do all further communication regarding your tax returns:

Tax Savings & Solutions

Our tax experts have the skills and know-how to make sure you meet all your tax obligations without paying a penny more than you owe. If you have tax problems, we’ll help you resolve them and get a fresh start.

Integrity & Responsibility

Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.

Peace of Mind for the Future

Whether it’s family financial security or the ongoing growth of your business, long-term success comes only with in-depth analysis and careful planning. We have the knowledge and expertise to set you on a solid path toward your goals, so you can relax.