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See What Our Customers Say:

"Friendly, professional, efficient. The only tax preparer I ever looked forward to seeing."
- MB

"A very high quality organization... A cut above others."
- AC

 

Personal Accounting Services

Organizing your records is very important. You can only deduct expenses that you are aware of and know the number. We can advise you on the safest way to organize your records to make your life audit adjustment proof. Only good recordkeeping and documents ease the worry of an IRS audit. Whether you wish to use a manual book system or computer accounting software like Excel, Quicken, or Money, we can help insure you have solid records.

Good documentation and recordkeeping can help you in more ways than the IRS; including such purposes as insurance claims, financial disclosure for education loans, home purchasing, or understanding your estate tax situation, records report accurate information quickly.