

Life is hard enough. Let’s make sure your taxes aren’t part of the stress.
Let me handle the complexities so you can focus on what really matters.
Dedicated to preparing you for financial freedom with an easy, guided process from start to finish.
Gather your tax documents and securely upload them to your client portal. W-2s, 1099s, expenses, receipts, everything in one safe place so we can begin your review.
We carefully prepare your return and then walk you through it in the way that works best for you, whether that is a scheduled appointment or a Loom video review you can watch on your own time. You will have space to ask questions before anything is submitted.
After approval, signatures and payment are completed and your tax return is e-filed. You will have access to your full tax packet inside your own safe and secure client portal. Even after filing, we are here to support you every step of the way.
My name is Dave, and I’m a dedicated and detail-oriented professional with a strong background in tax preparation.
Over the years, I’ve developed a passion for helping individuals and small businesses understand their finances and make confident decisions about their money.
I decided to become a tax preparer because I enjoy working with people and solving complex problems, but even more importantly, I find it rewarding to help people navigate something that often feels overwhelming — their taxes.
My goal is to make the process as simple, accurate, and stress-free as possible for each client.

Proper tax preparation is more than a yearly task, it’s a key to financial freedom. By maximizing deductions, credits, and exemptions, you can reduce your tax burden and free up funds to invest, save, or pay off debt.
For individuals, tax prep offers financial clarity, helping you budget better and plan smarter. For business owners, it ensures compliance, avoids costly mistakes, and supports growth opportunities.
Strategic tax planning also opens doors to wealth-building, from contributing to tax-advantaged accounts to creating passive income streams. Done right, tax prep is a powerful tool to secure your financial future.
Experience the difference when you file with us. Every tax return we prepare includes Protection Plus, so you can file with confidence.
File with confidence. We provide Protection Plus with every tax return, giving you support long after your return is filed.
Breathe easy. You receive up to $1,000,000 Tax Audit Defense™ with every tax return. If the IRS sends you a notice or selects your return for audit, a team of specialists is available to help you respond.
Identity protection built in. If your identity is ever compromised, you’ll have access to comprehensive Identity Theft Restoration services to help you restore your identity and move forward with confidence.
Protection Plus services are provided by Protection Plus. Coverage, terms, and limitations apply. Tax Audit Defense and Identity Theft Restoration services are subject to program policies and may vary based on eligibility.
If the IRS sends a letter or selects your return for audit, a dedicated audit defense team is available to help you respond, explain your return, and work toward a resolution.
If your identity is compromised, you’ll have access to specialists who help you place alerts, work with creditors and agencies, and navigate the restoration process step by step.
Questions after you file? Notices later in the year? With Protection Plus, you’re not on your own. You have access to expert support connected to the return we prepare for you.
Mission: Simplifying finance with expert guidance, fostering growth, and easing financial stress.
Vision: Empowering financial journeys with education, support, and expertise to enhance long term financial well being.
Once your tax return is submitted, you may want to check the status of your refund or make a payment to the IRS if you owe taxes. We provide direct access to the official IRS tools so you can stay informed, track your progress, and complete any required steps quickly and securely. Whether you're expecting a refund or need to make a payment, the resources below will guide you through the next steps with ease.
If you're expecting a refund, you can check the IRS system to see when it was received, processed, and approved. Refund information is updated once every 24 hours.
Check My Refund StatusIf you owe taxes, you can make a secure payment directly to the IRS using a bank account, debit card, credit card, or other approved methods. Payments are processed safely through the IRS website.
Pay My Federal Taxes