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

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When to Accelerate Income and When to Defer It — and How to Know the Difference

Whether to defer income to next year or accelerate it into this one depends on your rate in both years, not a blanket rule. Here’s how to tell which move helps you.

Depreciation Decisions You Need to Make Before Year-End (Not in April)

Bonus depreciation, Section 179, and cost segregation all hinge on decisions made before December 31. Here’s what to review now.

Year-End Payroll Checklist: What Needs to Happen Before December 31

A practical checklist for business owners: verifying employee data, reconciling payroll tax deposits, handling fringe benefits and bonuses, maxing retirement contributions, and ACA reporting before December 31.

The 2026 Marketplace Health Insurance Tax Trap: Why Some Taxpayers Could Face a Big Surprise

For 2026, the 400% FPL subsidy cliff is back and the caps on repaying excess Advance Premium Tax Credits are gone. Here is how Marketplace enrollees with rising income can avoid a five-figure surprise at tax time.

Charitable Giving Strategies That Actually Reduce Your Tax Bill

New 2026 rules changed how charitable deductions work for both itemizers and non-itemizers. Here’s how to bunch gifts, use a DAF, and give appreciated stock to keep the tax benefit.

The Roth Conversion Window: Why Late Fall Is the Right Time to Run the Numbers

Late fall is the best time to evaluate a Roth conversion, once your year’s income picture is clear. Here’s how the bracket-filling strategy works.

New SBA Loan Rules Take Effect October 1, 2026: What Business Buyers and Sellers Need to Know

If you’re considering buying or selling a business, changes to the SBA’s lending rules taking effect October 1, 2026 could have a meaningful impact on how your transaction is financed. The Small Business Administration is implementing SOP 50 10 8.1, which changes...

Qualified Opportunity Zones: Still Worth Considering or Mostly Hype?

The OBBBA made Opportunity Zones permanent but redesigned the rules. Here’s what changed and how to tell a real deal from a tax-driven pitch.

Retirement Accounts for Business Owners: SEP-IRA, Solo 401(k), and When Each Wins

Business owners have access to retirement accounts that most employees can only envy. The contribution limits are higher, the flexibility is greater, and the tax benefits are substantial. But the options can also be confusing, and the wrong choice costs you both in...

Tax Planning vs Tax Preparation: Why One Costs You Money and One Makes You Money

Most people conflate these two things, but they are fundamentally different services — and confusing them is expensive. Tax preparation is what happens after the year ends. Tax planning is what happens before. The difference in outcome between someone who does only...

Schedule a Discovery Meeting

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

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Latest News

When to Accelerate Income and When to Defer It — and How to Know the Difference

Whether to defer income to next year or accelerate it into this one depends on your rate in both years, not a blanket rule. Here’s how to tell which move helps you.

Depreciation Decisions You Need to Make Before Year-End (Not in April)

Bonus depreciation, Section 179, and cost segregation all hinge on decisions made before December 31. Here’s what to review now.

Year-End Payroll Checklist: What Needs to Happen Before December 31

A practical checklist for business owners: verifying employee data, reconciling payroll tax deposits, handling fringe benefits and bonuses, maxing retirement contributions, and ACA reporting before December 31.

The 2026 Marketplace Health Insurance Tax Trap: Why Some Taxpayers Could Face a Big Surprise

For 2026, the 400% FPL subsidy cliff is back and the caps on repaying excess Advance Premium Tax Credits are gone. Here is how Marketplace enrollees with rising income can avoid a five-figure surprise at tax time.

Charitable Giving Strategies That Actually Reduce Your Tax Bill

New 2026 rules changed how charitable deductions work for both itemizers and non-itemizers. Here’s how to bunch gifts, use a DAF, and give appreciated stock to keep the tax benefit.

The Roth Conversion Window: Why Late Fall Is the Right Time to Run the Numbers

Late fall is the best time to evaluate a Roth conversion, once your year’s income picture is clear. Here’s how the bracket-filling strategy works.

New SBA Loan Rules Take Effect October 1, 2026: What Business Buyers and Sellers Need to Know

If you’re considering buying or selling a business, changes to the SBA’s lending rules taking effect October 1, 2026 could have a meaningful impact on how your transaction is financed. The Small Business Administration is implementing SOP 50 10 8.1, which changes...

Qualified Opportunity Zones: Still Worth Considering or Mostly Hype?

The OBBBA made Opportunity Zones permanent but redesigned the rules. Here’s what changed and how to tell a real deal from a tax-driven pitch.

Retirement Accounts for Business Owners: SEP-IRA, Solo 401(k), and When Each Wins

Business owners have access to retirement accounts that most employees can only envy. The contribution limits are higher, the flexibility is greater, and the tax benefits are substantial. But the options can also be confusing, and the wrong choice costs you both in...

Tax Planning vs Tax Preparation: Why One Costs You Money and One Makes You Money

Most people conflate these two things, but they are fundamentally different services — and confusing them is expensive. Tax preparation is what happens after the year ends. Tax planning is what happens before. The difference in outcome between someone who does only...

Looking for a Bookkeeper?

Schedule a Discovery Meeting

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

Subscribe Now