About the Owner
My name is Alison, and I am an Enrolled Agent with 23 years of experience preparing individual and small business taxes. Yes, I’ve been labeled a “tax geek” more than once— and I wear it as a badge of honor! Tax law is constantly evolving, and I love the challenge of staying ahead of the latest changes to best serve my clients. When I’m not diving into tax code, my favorite title is Mom and Grandma. I have two wonderful married sons and five beautiful grandchildren who I love spending time with. I’m also an avid reader, a fan of reality TV (especially The Real Housewives), and a passionate traveler. If you ever visit my office, the beach-themed décor will give away my absolute favorite destination!
Meet Jane
With over 14 years of experience as a tax preparer, I specialize in navigating the complexities of tax law to protect my clients’ bottom lines. I genuinely enjoy the strategy involved in tax preparation—specifically hunting down every allowable deduction to legally maximize your refund or reduce your tax liability. Outside of tax season, my life is wonderfully busy. In the evenings, I’m usually kept on my toes by my two handsome huskies. When I finally get a quiet moment to myself, you can find me sewing, diving into a good book, or unwinding with a great action movie.
Personalized Service
Integrity and Trust
We have built our reputation over the years by delivering quality service. Honesty is the core of everything we do, so you can be confident in choosing us as your partner.
Purpose-Driven
We are committed to helping you achieve your financial goals with purpose-driven strategies. Our focus is on delivering meaningful results that align with your success.