A Few Words About Who we are
We began in 2019 as a small bookkeeping firm with a simple mission: to help business owners bring order to their finances. What started with spreadsheets and reconciliations quickly evolved into deeper conversations—about taxes, IRS notices, and the stress that comes with financial uncertainty. As our clients’ needs grew, so did we.
In 2023, we became a registered tax preparer through CTEC, and in 2024, earned the designation of Enrolled Agent (EA)—a federally authorized tax practitioner with unlimited rights to represent clients before the IRS. These milestones marked a turning point in our journey, allowing us to serve more comprehensively and advocate more powerfully.
What We Stand For
We exist to make financial services feel human. Our goal is to help people regain control of their finances, stay compliant, and move forward with confidence. Whether it’s bookkeeping, tax prep, or resolving issues with the IRS, we approach every client with empathy, clarity, and integrity.
Where We're Headed
We’re building a practice that grows with our clients and stands the test of time. As families and small businesses navigate different financial seasons, we aim to be the steady hand they can count on—rooted in trust, driven by growth, and committed to lasting impact.
What Guides Us
We lead with compassion, simplify the complex, and choose integrity over shortcuts. Progress matters more than perfection, and behind every number is a person—that’s who we serve, and that’s what drives us forward.