Individual Services


The US Tax Code can be complex and complicated – let me add value to your life by preparing your return in a way that is designed with YOU in mind. Filing taxes is a requirement of being a US citizen, but do not let that requirement get in your way of claiming the deductions you are entitled to. We put you at ease by planning, consulting and estimating your taxes so you know what to expect. When we are complete with your tax return, you will feel knowledgeable, in control and comfortable with the return and your tax situation.

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Tax Preparation


  • Identify tax benefits based on your individual situation
  • Create a specific list of items needed that are applicable to you
  • Review of your return and available to answer questions throughout the entire process
  • Detailed review of current year tax return and compare to prior year
  • Forecast taxes for upcoming year

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Tax Consulting


  • Detailed review of your current year tax situation
  • Develop a short-term and long-term plan on tax savings
  • Increase your overall tax understanding
  • Ensure you have all the correct deductions for your unique tax situation
  • Tax consulting outside of the actual “tax season” to ensure proper planning

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Tax Estimates


  • Relieve the stress of wondering what your tax return will show with our tax estimates.
  • Quarterly review of your income and deductions
  • Be prepared when it is time to file your return
  • Avoid a big tax bill at the end of the year by making quarterly payments

Corporate Services


Owning a business takes a lot of your time and energy. Keeping up with auto expenses, marketing, meals and entertainment, depreciation, and of course sales and cost related expenses. These tax deadlines approach us very fast especially when we are having to get all these items together. Kellie Vincent CPA prepares your corporate return in a way that you can feel comfortable that all deductions have been addressed. Ensuring you understand the return and all questions are answered is something I take great pride in. Companies generally grow on an organic uphill climb. As a business starts to grow the need for better reporting and controls are not a want but a necessity, and the same is with estimating taxes.

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Tax Preparation


  • Analysis of your business and processes
  • Ensure your tax return is complete and accurate
  • Review meeting prior to filing your return
  • We make sure you understand your return and all questions are answered

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Tax Consulting


  • Ensure your business structure is set up to save you tax dollars
  • Clear understanding of how you are personally impacted by the income of the business
  • Set up your company to capture income and expenses so you are prepared when it is tax time
  • Review of corporate accounting records provides to ensure you are tracking income/expenses properly
  • Gather all the proper paperwork necessary
  • Review of IRS letters and answers to your tax questions

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Tax Estimates


  • Proper tax planning avoids a large tax bill
  • Project sales for the year so you have a better handle of how your personal taxes (if applicable) could be impacted
  • Quarterly review of income/deductions to make quarterly estimates to the IRS
  • Ability to make quarterly payments which pays down the majority of your tax bill