Knowledge, Technology & Resources

6 Important Links

Our online appointment scheduler is fast, secure and easy. You can browse and select the appointment time that fits your busy schedule. Our interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. Documents in your Portal remain accessible for as long as you like. You're in control.

Tax Advice

More than Tax Preparers...

We are Tax Advisors

We prepare and file tax returns for businesses, non-profits, estates, trusts and individuals. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable and of course, discrete. In the review process, our Electronic Return Originator checks the returns for input accuracy, data integrity and correctness. The data keyed by the agent is compared to the digital copies of the source documents used in preparation.

Our Document Management Specialist, places our digital copies of all your tax documents, notes and information we use in preparing your tax returns in our highly secure database storage system. These documents are archived and available should they ever be needed.

We can share these digital documents with you through our secure portal. If you are refinancing your home and your banker asks for copies of your W-2s, we can send them to you in a matter of minutes.

We will always return the original documents to you in one of our portfolio pouches. Scanning and maintaining these documents is one way that we go a step beyond just preparing tax returns for our clients.

Licensed by the U.S. Treasury Department

Enrolled Agents

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering I. Individual Tax, II. Business Tax and III. Representation, Practices and Procedures, or through experience as a former IRS employee in a position regularly applying and interpreting the provisions of the Internal Revenue Code. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Amanda B. Nichols, ERO
Electronic Return Originator (ERO)

Amanda B. Nichols

Qualified to process & transmit e-filed returns. E-filing is the most accurate method to file returns. Electronically filed returns have fewer errors, which reduces a taxpayer's chance of receiving an IRS notice.

What Clients Are Saying

Retirement & Financial Planning

Tax Planning should be a Big Part of any Financial or Retirement Plan.

  • We
  • Can
  • Help

The Entire Landscape Has Changed Post-TCJA - Especially When It Comes To Business Entity Choices.


What Is The Biggest Personal Expense You Will Incur In Your Lifetime?

death and taxes

Nothing in Life is Certain, but... Everyone knows the old saying, right?

It's all about you, and how we can serve you better!