Our Services

Our Service to You

Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.

Our Services

Sales, Use, Severance and Property Tax Consulting and Compliance

We provide sales and use tax consulting and compliance, audit defense, business registration assistance, and guidance. Often there is not a single "best" answer but instead there are pro's and con's between several alternative tax positions. We also provide guidance and services for severance and property tax matters. We listen, objectively research, and provide you with the options available to you. My goal is for our clients to always set the agenda and for us to operate as trusted advisers.
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Non Profit 501c3 Registration and Compliance Services

I have experience since 2010 with non profits and consider it a personal calling to assist charities and churches with their accounting and tax needs. We can help with registration, 990 compliance, and guidance on the regulations you need to follow to protect your organization's non profit status.
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Live CPE Classes (register for our next class today) and Custom Tax Training

In addition to our regular live CPE classes, we provide customized training for clients in the areas of sales, use, severance and/or property taxes. CPE credit is available for our custom training and we can adjust the material to meet the needs of your specific group. Contact us for more information on custom training. Our next live CPE class is listed in the Store and you can register there and get more information.
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Our Philosophy

Quality & Satisfaction

Everything we do centers on providing services of the highest level of quality. We won’t stop until you’re 100% satisfied – that’s a guarantee.  We treat our clients how we would want to be treated and that means making sure we are meeting your needs and those of your organization or business.

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Efficiency & Flexibility

We continually strive for improvement in order to deliver results more effectively. Because we are a client-focused practice, we keep our engagements flexible to meet client needs. We will never come to you with an agenda but instead we provide guidance and options. Our clients are always firmly in the "driver's seat."
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Fair Prices & Integrity

Satisfying customers is our top priority. That’s why we believe in offering fair and transparent prices with no hidden fees or extra charges.

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