For an appointment please call or use the Contact Us tab. We always welcome new clients.
Why should I hire a CPA to do my taxes when there is a "Registered Tax Preparer" that can do my taxes for a lesser fee?
NEW CLIENTS: What to bring to your first appointment with us
Send your tax documents to us through our LeapFILE portal.
Secure file transfer through LeapFILE - Send us your tax information securely with encryption. Please use PDF format for any scanned documents.
Please include any and all tax forms you have received including any settlement statements from property sales. New clients should also include at least one year of prior tax returns.
Pending tax legislation that may affect your 2023 taxes
On January 31, 2024, the House passed the Tax Relief for American Families and Workers Act of 2024. The Tax Bill still needs Senate and Presidential approval.
Included in the Tax Bill for Individual Tax Changes:
Included in the Tax Bill for Business Tax Changes: