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Tax Services and Tax Preparation Business & Personal
Heidi is a certified tax preparer, and doesn’t just prepare your taxes, she helps you better understand your taxes to empower you to best take care of your future. Priding herself in catching mistakes from other companies and procuring the best return possible are some of Heidi’s greatest joys. Also, ask about home visits, Heidi can come to you!

Offer in Compromise
Is an unpaid tax debt weighing you down? We will assist individuals to negotiate a settled amount that is less than the total owed to clear the debt. A free consultation will tell you if you are eligible. We have settled many accounts for penny’s on the dollar.

Budgets – Full Service 
Not sure where all your money goes? We can figure that out and even set up financial goals. Adjusting monthly expenses and tailored budgeting is available to help design a budget that will fit any financial goals. We do as much or as little as you want. We will stick with you for 12 months to make sure those goals are accomplished.

Conservatorships
We are very compassionate with the Elderly, we have years of experience, witnessing far too much abuse with these precious people. We strive to protect and manage all the assets very carefully in any estate. We are very protective of the rights of that special elderly person in your life.

Full Service Bookkeeping - Specializing in Sole Proprietor
We help you figure out the very easiest way to account for all of your expenses, making sure to take advantage of any tax benefits. Our thirty plus years of experience have made us experts at customizing the system that is best for you. There is never a “one size fits all system”.

Forensics Accounting – Especially for Court Cases (Our Sepcialty)
We will combine our accounting knowledge with investigative skills to analyze, interpret, summarize and present complex financial and business related issues to make it understandable and properly accounted for.

 

 

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