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“Tax advice is never just ‘tax’ advice–it’s life advice.”

– Adam Markowitz

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Numbers aren’t what get us out of bed every day. It’s the humans, the people we live and work alongside, who give meaning to the numbers. We believe it’s our responsibility to make those numbers count.

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How do you measure three decades of business? We’re proud to measure ours in dollars saved, lives improved, and businesses prospering. Thank you to everyone who has trusted us to light the way since 1993.

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Latest Posts

NATP's 2025 fee study that an EA should be charging $228 for a "basic" tax return with just Schedules 1-3, and a CPA should be charging $280.

We have identified the problem, and we need to fix it. We are badly selling ourselves short as a profession. #TaxTwitter

Curious where #TaxTwitter lands on this.

Client has a W-2 job. Leaving that W-2 job in early-2026 and already has a new W-2 job lined up that will start in 2026.

W-2 job #2 gives client a signing bonus on a 1099-NEC in 2025.

That 1099-NEC gets reported on...

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