Whether you’re a business, trust or household client; we’ll cut through the complexities and stresses of your taxes. We will work with you on a personal level to determine the best solutions for your unique needs; then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm offers a full range of professional services at a fair price, and promises to give you the individual attention you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Bonnie Smith, Enrolled Agent
Bonnie started her own business in 2008 after 22 years of working in the tax and accounting field; earning her enrolled agent status in 2004. Her valuable years of experience have not only given her the knowledge and ability to assist individuals and businesses with their tax and accounting needs, she has learned that every client is an important client and gives them the utmost attention and consideration.
By becoming an enrolled agent; Bonnie has earned the privilege of representing taxpayers before the Internal Revenue Service, passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPA’s), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF).
Laura Johnson, Administrative Assistant
Bonnie’s right-hand gal; Laura has been with the firm since 2010. Through past work and volunteer experience, Laura brings her strong organizational and administrative skills that keep our firm running smoothly. She believes in good customer service and is here to assist you anyway she can.