We provide comprehensive tax, accounting, and advisory services, including individual tax return preparation, business and corporate tax planning, bookkeeping, financial statement preparation, and strategic consulting.

We tailor our work to your unique situation and values.

Our firm blends deep technical expertise with value-driven, biblical approach.

We hold to Christian principles, seek to honor integrity and stewardship, and guide clients not just to compliance but wise financial management that aligns with scripture.

By “biblical” we mean that we incorporate the principles of honest stewardship, wise counsel, servant leadership, and ethical decision-making found in Scripture.

We aim to treat each client with dignity, transparency, and care, as though serving both the Lord and the client.

First, we schedule an initial consultation to understand your goals, current situation, and concerns.

Then we propose a tailed engagement plan, outline the scope of work, timeline, and fee structure. Once you agree, we begin the work.

For standard individual returns, we aim to complete work within 1 - 2 days after receiving all necessary documents.

For businesses or more complex engagements, timelines vary, and we’ll provide a specific schedule at the start of the engagement.

Generally, we request prior-year tax returns; W-2s, 1099s, and K-1s; business income and expense details; bank and brokerage statements; property and mortgage information; and other relevant financials.

We’ll provide a checklist tailored to your engagement.

Our fee is cased on the scope and complexity of the engagement.

We provide a clear proposal and engagement letter up front so you know exactly what services you’re receiving and the fixed or variable fee involved.

For Qualifying clients, we offer a “Contribution-Based Pricing”.

We follow professional standards for confidentiality, use secure client portals and encrypted communications, restrict access internally, and maintain secure backups.

We continuously monitor federal and state tax law developments and participate in ongoing professional education/training.

For ongoing services we typically offer monthly or quarterly retainers tailored to the volume and complexity of work, such as bookkeeping, payroll oversight, and monthly financial reviews.

The retainer structure provides a predictable cost and continuous support.

The new law makes many individuals tax rates permanent, raises standard deductions, and increases state and local tax (SALT) deduction caps to $40,000 for eligible filers, effective for 2025 and 2026 returns.

We’ll review your specific situation and advise how these changes may affect your tax planning for this year and next.

Yes, we are glad to serve Spanish-Speaking clients. We can conduct tax preparation, planning, and advisory conversations in English or Spanish so you can receive guidance in the language you’re most comfortable with.