Welcome

Many years ago, a family friend decided to retire. She asked me if I would be interested in taking over her tax preparation business. She had developed a reputation for high quality service, a friendly atmosphere, and low prices. For more than 35 years I have tried to continue that legacy, providing tax planning and preparation services, bookkeeping, and small business consulting.

Meet Brent

Brent has a Bachelors Degree in Accounting from Utah State University and an MBA from the University of Phoenix. He has worked in the accounting industry for about 40 years. In addition he has been doing tax returns for more than 35 years.

Meet Lesa

Lesa has been working on tax returns and studying basic accounting since 2006. She is specializing in Family Finance and she is very good at Budget Planning.

Privacy Statement

Due to the nature of the services which I provide, it is necessary that I collect nonpublic personal information about you. This is information that:

• I receive from you on applications, tax preparation worksheets, bank/wage statements, and other documents used to prepare your tax returns and other financial statements.
• I acquire through your transactions with my office or others; and/or information obtained from a consumer reporting agency.

I do not disclose any nonpublic personal information about you to anyone, except as permitted and/or required by law. I do not share any names, addresses, or other contact information with any other agency, business, or group. In compliance with federal standards, I maintain at all times physical, electronic, and procedural safeguards to protect your nonpublic personal information.