Wondering if you overpaid the IRS last year?
We will review up to three years' tax returns free of charge when you file your current year taxes with us.
Our Services
We offer solutions to your accounting headaches.
Tax Preparation and Planning
Individual, business, fiduciary, and entity returns — prepared accurately, compliantly, and with no missed opportunities.
How it Works →More about individual income tax and planning →
More about business tax preparation and planning →
More about estate tax return preparation and planning →
More about IRS representation →
Bookkeeping and Payroll
Accurate books, on-time payroll — bookkeeping and payroll services that keep your business running and your mind at ease.
How it Works →Learn more about our bookkeeping services →
Business Advisory
Practical business advice grounded in your financials — plan, grow, and decide with confidence.
How it Works →Learn more about our consulting services→
Meet the Firm
Real people. Clear answers. No mystery about what happens next.
We're a small, intentional firm — which means you work directly with experienced professionals, not hand-offs to junior staff.
Liz Schwartz, CPA
Partner
Liz specializes in business tax and advisory. She earned her master's degree in taxation from Virginia Tech and has over 20 years of experience as both and entrepreneur and as a government auditor.
LinkedIn Profile →
Stephen Seifert, CPA, CFE
Partner
Stephen specializes in business advisory. With over 15 years of experience as an executive at a magazine, he now works as a senior advisor at the Pension Benefit Guaranty Corporation.
LinkedIn Profile →
Sebastian Seifert, CPA, EA
Partner
Sebastian is an enrolled agent and certified public accountant. He has over eight years of experience preparing tax returns, performing audits, and doing bookkeeping.
LinkedIn Profile →Blog & Resources
Tax clarity, straight from our desk to yours.
Articles, guides, and answers to questions we hear every season. Click any card to read the full post.
Tax Planning
The Airbnb Tax Rule That Surprises Even Experienced Investors
How one overlooked IRS exception may change the way you think about short-term rentals.
Read the Guide →Client Portal
Secure file sharing
Send tax documents, exchange files, and access firm communications — all in one encrypted, easy-to-use portal.
Access Your Portal →Book a Consultation
Tell us where you're stuck. We'll help you find the next step.
No sales pitch. Just an honest conversation about where you are and what might help.
Alternatively, feel free to fill out our contact request form and we will reach out to you by email or phone, whichever you prefer.