About Us

Who We Are


We are a unique tax advice and preparation service. Unlike most advisors, we focus on relationship first, before forms. We use plain language to decipher the arcane tax code so that you can not only maximize your resources by minimizing your tax due but also understand why we offer the strategies that accomplish this goal.
Derek is an Enrolled Agent with 20+ years experience. He has prepared about 8,000 returns of all flavors including all types of businesses, nonresident (1040NR), estate income, gift tax, and nonprofits.
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