About

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients.

Federal Tax Forms & IRS Publications


Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
Federal Tax Forms
IRS Publications

Client Tax Organizer


Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.

Schedule an Appointment


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Latest News


Tax Business Bio

30 plus years experience of Personal, Business, Fiduciary and Payroll taxes. Extensive knowledge of all income tax impacting scenarios; Business, LLC’s, Corporations, Real Estate, Stocks, Bonds, etc. Providing, the best personalized, accessible service to each client is my goal.

Customer Service

Provide extensive experience, knowledge and advice to all clients; saving time, money and energy to the wise. Business, Real Estate, Stocks and 401k Plans among valuable information shared. Going beyond is what clients come to expect and receive.

 

“Rick’s Knowledge in accounting impressed me. He was able to get my stuff completed correctly in a very short time. He also provided me with many options and explained the pros and con, in an easy to understand manner.” 
Eric Quéré, INTERNATIONAL PROJECT MANAGER at THRESHER COMMUNICATIONS AND PRODUCTIVITY

Forms and Features

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, and individuals
  • IRS and State Audit Representation
  • Payroll Reporting
  • QuickBooks® setup, support and training
  • Business startup services
  • Monthly bookkeeping
  • Financial statements – making sure your financial records are timely and accurate