Who We Are

We are problem solvers who provide our clients with innovative strategies and personalized service to help them make the most of their business and personal resources.

We offer personal and business tax preparation, planning, and accounting services to both individuals and small businesses. We advise clients on compliance issues, business start-up requirements, and IRS communications.  

What We Do 

• Prepare tax returns and recommend tax planning strategies
• Advise individuals in personal financial planning, including retirement and estate planning
• Review a company's accounting system and recommend improvements
• Train clients individually on QuickBooks
• Help clients apply for loans, credit, and college financial aid by compiling information required by lenders.
• Serve as the business client's "accounting department"
• Write-up and payroll tax compliance services
• Develop tax and financial strategies tailored for clients' business and individual needs 

Our Goal

The goal of our office is to provide outstanding professional service at tax time as well as throughout the year in a friendly, relaxed atmosphere. We develop long-term working relationships with our clients to provide them with an informed, consistent approach to personal and business finances.

1504 Earle Rd, Charles Town, WV 25414

(304) 725-1040