We work with you on a personal level to determine the best solutions for your unique needs, then using our seasoned expertise we try to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a wide range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle things for you, so you can focus on what matters most to you.
Shirley James, Owner
Shirley has over 30 years of experience in bookkeeping and over 20 years in tax preparation. She is an EA- Enrolled Agent and a CSA – Certified Senior Advisor. She loves helping people and believes tax preparation should be done at a personal level by an experienced professional. She provides courteous personalized customer service year round, and tries to keep this a stress free experience for you. If you’re new to this office, we will be happy to look over prior year’s tax returns for free. If there are changes or corrections that should be made, we will explain the difference and prepare the amended returns.
What is an Enrolled Agent?
An EA is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents are generally 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. To become an EA you must obtain a Preparer Tax Identification Number, pass the Special Enrollment Examination and pass a tax compliance check.
What is a Certified Senior Advisor?
A CSA is an earned and regulated accreditation, for a professional who wants to supplement their individual professional credentials with education and knowledge about aging and working with seniors. This professional must complete a rigorous course of instruction in the concerns facing seniors. This course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics and financial planning. This education is designed to help professionals work with seniors more successfully. Upon completion of the course, candidates must pass a comprehensive exam to demonstrate their knowledge of the issues and their commitment to meeting the needs of their senior clients.