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Maximize your refund, without the stress.

Tax planning and strategies customized for you and your growing business.

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FULL SERVICE TAX PREPARATION

01

Individuals/Personal

Let us prepare your taxes from start to finish. We won't file until you receive the best possible outcome. Get started today upload your documents from your phone, computer, or tablet.

02

Small/Medium Business

Small business tax experts with deep knowledge make filing easy, so you can focus on what really matters ― growing your business.

03

Non-Profits

Keep your nonprofit status up to date. We offer annual reporting and filing using Form 990 returns, and applying and maintaining tax-exempt status. Work with us. We make it simple.

04

Accounting + Payroll

From single owners to multiple employees, a payroll service can help you automate paydays, stay compliant, and make end-of-year tax filing easier.

As a trusted partner, we integrate tax planning and financial advice. We offer proactive support beyond taxes, when you need it most.

20 yrs +

1,600 +

6,824 +

Tax and Financial Experience

Satisfied Individual and Business clients 

Approved Tax Returns and Filings

A Trusted Partner For Over 20 Years

CHOOSE US.
PROFESSIONAL TAX ACCOUNTANT
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MEET MARY

Mary is an accountant, consultant, and mother of three. Known for her attention to detail, love of color, and generosity.

ABOUT

Mary received her BS in Accounting from Southern University in Baton Rouge, Louisiana. She’s spent more than twenty years advising C-suite executives on improving profitability and competitive positions within banking, taxation, and special projects.

 

Her clients include Bank of America, CB Richard Ellis, Philadelphia Presbyterian Church, and more.

Mary is an independent, financial consultant for small and mid-size businesses. When she’s not creating spreadsheets, she’s in her garden, or volunteering throughout her local community.

OUR MISSION

We’re on a mission to help you keep every dollar you’ve earned by staying abreast of changes in tax laws, and doing the right thing for our clients and community.

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BUILT ON A STRONG FOUNDATION

TRUSTED ADVISOR

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We tailor our service to your evolving tax and financial needs because tax laws continuously change and every client's situation is different.

ETHICAL PRACTICES

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We uphold the highest standards of honesty, integrity, and transparency 

at every step in the process.

DATA
SECURITY

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We go beyond legal requirements to protect your privacy and the security of sensitive financial information.

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OUR CLIENTS SAY

"Mary is well versed in the tax codes and has my full confidence. She has prepared my federal and state taxes for the last 8 years, and will continue to do so in the years to come."

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Peter L.

"Mary is very knowledgeable about accounting and tax practices, and exhibited a quick grasp of my personal tax position. She prepared my tax papers swiftly and helped me avoid common pitfalls."

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Crystal M.

"Mary has filed my business taxes for more than 10 years and her service is unmatched. It has been a pleasure working with her."

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Stanford J.

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