PERSONAL SOLUTIONS
Tax Preparation & Planning
We specialize in providing a full suite of financial services for individuals on their personal wealth journey.
Our Expertise
We help you navigate the complex world of finance.
You want to make smart decisions that set you up to achieve your goals.
Unfortunately, too many people simply don’t have the capacity or expertise to implement that kind of strategic plan on their own. They have a passion for what they do, but that doesn’t automatically equal love for all the financial planning that comes with it.
For over fifty years, we have helped families with tax planning, accounting, and a full suite of financial services designed to help you achieve peak financial health.
Services We Offer
A comprehensive plan is the key to reducing your tax liability.
Individual Tax Preparation
We provide comprehensive individual tax preparation services, ensuring your returns are accurate, timely, and optimized for any potential deductions or credits. Our team stays updated on the latest tax laws to maximize your savings.
IRS Communication
We handle all communication with the IRS on your behalf, addressing any concerns, audits, or disputes, so you can have peace of mind knowing that experienced professionals are managing your tax issues.
Tax Planning & Strategy
We offer personalized tax planning services to help you minimize liabilities and maximize savings throughout the year, ensuring your financial goals are met efficiently.
Who you'll be working with
Get to know the team that will be your strategic support system
Trishia Hamilton
CPA – Partner
Trinity Ellis
CPA – Partner
Neal R. Stegemiller
Rachel Martin
Janelle Bottlinger
Kellie Cavanaugh
CPA – Manager, Tax Services
Cassandra Hummer
Abigail Hedges
CPA – Manager, Tax Services
Jacob Stephenson
Jill A. Moraga
Ensuring you’re in command of your cash flow
Whether we’re conducting an audit, assessment, or anything in between, our partnership will put you in command of your organization’s cash flow.
Maximize Opportunities
Gain Understanding
Follow Best Practices
TESTIMONIALS
Tax Prep & Planning FAQs
How much does it cost to work with you?
That’s a great question! The work we perform is highly customized, so we provide detailed pricing information after your initial free appointment.
How do I know what financial services you provide?
In addition to scheduling your initial free appointment, we also have a list of our services right here.
Do you have any free resources we can check out?
Yes! Here’s immediate access to our Tax Planning Guide. Hope it serves you well!