We do online service for all states from sea to shining sea.

My mission is to help you pay the least amount of tax that the law allows. Each year millions of Americans overpay their taxes, either because they do not know about all their allowed deductions, or because they pay interest and penalties. My job is to do it right and save you money.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

As of this writing the IRS does not have the legislative authority to regulate the qualifications of any paid tax preparer. The IRS has created a voluntary program of continuing education called the Annual Filing Season Program. Tax preparers who participate are required to complete 18 hours of continuing education each year, 10 hours in tax law; 2 hours in ethics; and 6 hours of Annual Federal Tax Refresher training. Afterwards they must pass the required tests. Tax preparers who complete this voluntary program may list their ASFP credentials and are listed on the IRS website for public inspection. Additional, AFSP participants receive representation rights to assist their clients that non-participating preparers do not have.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Delaware is a highly recommended choice to form your business due to favorable laws and low fees. We are able to form your Delaware LLC or corporation and serve as your Registered Agent.

Bob Syme - Owner

Bob is an Annual Filing Season Program participant. For the past 30 years Bob has been working regularly with corporate and personal tax returns and have been in private practice since 2011. His formal education includes a bachelor’s degree from Liberty University where he studied accounting, including personal and business taxation. He has also earned a certificate in Paralegal Studies from Blackstone School of law. Bob is a participant in the IRS Annual Filing Season Program (AFSP). This voluntary program verifies the participant’s background and completion of annual required continuing education. AFSP participants are authorized to represent the taxpayer before the IRS on any tax returns prepared by the participant.

Bob specializes in small business tax returns. His rates are substantially lower than you will find at the store front services. Lower cost does not mean lower quality. Since Bob does not

lease expensive store front locations, he can pass the savings on to you. Bob is a QuickBooks ProAdvisor.