Thank You!

Thank you for your continuing business. We truly value our relationship. 

You can rest assured we will continue providing excellent service for your tax return preparation needs.  We pride ourselves on being knowledgeable, accessible and promptly responding to your questions and tax reporting needs. Continuing changes to the tax code and the administrative requirements of tax professionals require ongoing education and compliance. We consistently build on the level of skill, experience, and the service we bring. Our staff currently includes:

• Christina Batcheller, CPA
• Heather Holst, EA
• Taylor Cotton, Administrative Assistant
• Seasonal preparers
  • Carol Phillips, EA
  • Cecilia Casablanca, MBA 

We will alert you when Tax Year 2025 file folder is available in the portal for document upload. Please do not email any documents to us.  It is not secure and IRS has instructed us not to accept documents via email.  We prefer all documents to be uploaded to our secure portal. Alternatively, you can drop off, mail or fax your information.  We will require Data Sheet, Engagement Agreement and photo ID with your tax documents.

Our services are performed remotely. No appointment is necessary.  Limited appointments are available for an additional fee. Call or email us to schedule. If you have an appointment during tax season, we request you get your documents to us 2-3 days in advance for a productive meeting. 

Thank you for entrusting us with your income tax preparation, for your continued business and your generous referrals.