All Your Tax Needs in One Great Place

Our mission is to save you money and provide peace of mind by offering the highest caliber tax and business advisement services.


Hear It from Our Clients

Trusted by multiple family generations






English + Spanish


Client Yearly Retention Rate

Not Just Local, but Global.

 With the technological capacity to prepare tax returns for US taxpayers worldwide, we are poised to continue exceeding the expectations of our loyal (often multi-generational) and growing clientele.  We specialize in personalized service and currently have clients residing throughout California, Texas, Arizona, Nevada, Georgia, Virginia, Washington D.C., Michigan, Maryland, Mexico, Panama, and other parts of the globe.  

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How Do We Make Your Tax Life Easier? 

Submit  Documents To Us While Sitting Comfortably At Home

Helps Save You Money & Most Importantly Time

Allows Us Extra Time To Ensure We Can Fully Optimize Your Taxes

Electronic Signatures Make It As Easy As A Tap Or Click To Complete

Simple & Convenient Scheduling

Choose from 3 different time slots that would work best for you and submit them to us. After we review the submitted times we will confirm your appointment/drop off.


How do I get my tax information to you?

The most efficient and easiest way to get your tax information to us is to upload your documents using "CANOPY" our client portal. We are also available if necessary to receive information as a drop-off directly at our office or Certified Mail Receipt.

Download CANOPY

Get It on Google Play
Download on the App Store

Your Tax Information
Easy-to-Access 24/7

Canopy has appealed widely to those who are into technology—they no longer have to mail documents or drop them off in person, they're able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.

Download CANOPY

Get It on Google Play
Download on the App Store
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With the Right Help, Everything Is Possible


Why Choose Us?