Thank You!

Thank you for your continuing business and let you know how much we value our relationship. 

What's new? Chuck officially retired and Heather earned her Enrolled Agent accreditation. You can rest assured we can 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
• Lisa Peter, Audit Specialist
• Taylor Cotton, Administrative Assistant
• Seasonal preparers
  • Carol Phillips, EA
  • Cecilia Casablanca, MBA 

Tax Year 2024 file folder is now available in the portal for document upload. Not so gentle reminder… 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 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, however, if you want an appointment, please call us to schedule. If you have an appointment, we request you get your documents to us 2-3 days in advance. 

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