Individuals

How we can help you

A lot of tax firms handle tax preparation like a transaction. We don’t take your average approach to preparing taxes and helping with your finances. Our customer-first approach incorporates not only a face-to-face interview for your tax return preparation but also includes actionable feedback on where to improve and achieve better results year after year. This is one of many reasons why our clients come back to see us every year. We truly do build relationships that last generations. 

Taxes don’t have to sound like a foreign language. Your tax advisor will get you the best outcome possible, but then he or she will also communicate some of the key points of your tax return so you understand the why behind the numbers. After 40 years in the business, we have truly seen it all. We would love to apply the complexities of the tax code to your specific circumstances to help you achieve the best outcome possible.


Individual income tax preparation

PAssionately Engaged

We aren't your average tax firm. We specialize in helping you maximize your tax situation and live more comfortably.

Education Focused

We guarantee you will learn something new. If you are looking for an average experience, we probably aren't the firm for you.

Feels Likely FamiLY

We started business 40 years ago out of the Molen's home and to this day, we still treat our clients like family.

 

Latest News

Looking for an Accountant?

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When to Pay Yourself More (and When Your S-Corp Salary Is Already Too High)

Most S-Corp owners think about their salary once — when they set it up — and rarely revisit it. That's a mistake in both directions. Undercompensating yourself creates IRS audit risk. Overcompensating costs you unnecessarily in payroll taxes. The right number isn't...

LLC vs S-Corp vs C-Corp: What Actually Changes at Different Income Levels

LLC, S-Corp, or C-Corp? The right entity choice depends on your income level and goals. Here’s how each structure is taxed and where the crossover points fall.

The Augusta Rule: How S-Corp Owners Can Rent Their Home to Their Business

The Augusta Rule lets S-Corp owners rent their home to their business for up to 14 days a year, tax-free. Here is how the deduction works and what documentation the IRS expects.

Trump Accounts: The Complete Guide for Parents and Grandparents

Funding officially opened on July 4, 2026 for Trump Accounts, the new child savings program created under the One Big Beautiful Bill Act (OBBBA) and codified in the tax code as Section 530A. If you have kids or grandkids under 18, or you're expecting a child in the...

When Your Business Needs a CFO (and When a Good Bookkeeper Is Enough)

Clean books and good decisions aren’t the same thing. Here’s how to tell whether your business has outgrown bookkeeping-only support.

Hiring Your Kids: What the IRS Allows, What It Doesn’t, and How to Do It Right

Paying your children to work in your business can shift income to a lower tax bracket, but only if the work is real and the wages are reasonable. Here is how to set it up correctly.

Estimated Tax Payments: How to Know If You’re Underpaying Before It’s Too Late

Estimated tax payments follow a quarterly schedule and a strict safe-harbor rule. Here’s how to know if you’re on track before the IRS tells you otherwise.

The Difference Between What’s Legal, Aggressive, and Reckless in Tax Planning

Every tax strategy falls somewhere on a spectrum from standard to reckless. Here’s how to tell where your plan stands and what’s actually at risk if the IRS disagrees.

Cash vs Accrual Accounting: How the Method You Choose Affects Taxes

Choosing between cash and accrual accounting affects when your business recognizes income and deductions. Here is how each method works and which one fits your situation.

Accountable Plans Explained: Turning Reimbursements Into Tax-Free Dollars

An accountable plan lets your business reimburse employees and owners for expenses tax-free. Without one, those same reimbursements become taxable wages. Here’s how it works and how to set one up.

Schedule a Discovery Meeting

One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.

Monthly Newsletter

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Latest News

When to Pay Yourself More (and When Your S-Corp Salary Is Already Too High)

Most S-Corp owners think about their salary once — when they set it up — and rarely revisit it. That's a mistake in both directions. Undercompensating yourself creates IRS audit risk. Overcompensating costs you unnecessarily in payroll taxes. The right number isn't...

LLC vs S-Corp vs C-Corp: What Actually Changes at Different Income Levels

LLC, S-Corp, or C-Corp? The right entity choice depends on your income level and goals. Here’s how each structure is taxed and where the crossover points fall.

The Augusta Rule: How S-Corp Owners Can Rent Their Home to Their Business

The Augusta Rule lets S-Corp owners rent their home to their business for up to 14 days a year, tax-free. Here is how the deduction works and what documentation the IRS expects.

Trump Accounts: The Complete Guide for Parents and Grandparents

Funding officially opened on July 4, 2026 for Trump Accounts, the new child savings program created under the One Big Beautiful Bill Act (OBBBA) and codified in the tax code as Section 530A. If you have kids or grandkids under 18, or you're expecting a child in the...

When Your Business Needs a CFO (and When a Good Bookkeeper Is Enough)

Clean books and good decisions aren’t the same thing. Here’s how to tell whether your business has outgrown bookkeeping-only support.

Hiring Your Kids: What the IRS Allows, What It Doesn’t, and How to Do It Right

Paying your children to work in your business can shift income to a lower tax bracket, but only if the work is real and the wages are reasonable. Here is how to set it up correctly.

Estimated Tax Payments: How to Know If You’re Underpaying Before It’s Too Late

Estimated tax payments follow a quarterly schedule and a strict safe-harbor rule. Here’s how to know if you’re on track before the IRS tells you otherwise.

The Difference Between What’s Legal, Aggressive, and Reckless in Tax Planning

Every tax strategy falls somewhere on a spectrum from standard to reckless. Here’s how to tell where your plan stands and what’s actually at risk if the IRS disagrees.

Cash vs Accrual Accounting: How the Method You Choose Affects Taxes

Choosing between cash and accrual accounting affects when your business recognizes income and deductions. Here is how each method works and which one fits your situation.

Accountable Plans Explained: Turning Reimbursements Into Tax-Free Dollars

An accountable plan lets your business reimburse employees and owners for expenses tax-free. Without one, those same reimbursements become taxable wages. Here’s how it works and how to set one up.

Looking for an Accountant?

Schedule a Discovery Meeting

One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.

Subscribe Now