Welcome
We are a full-time, full-service Virtual Tax Office. Tax Return Preparation, Tax Problem Solving, and Consultations are just a few of our services. We welcome your questions and look forward to continuing relationships with our many returning clients and creating new ones.
Please note we do not conduct “in-person” interviews. All appointments will be conducted via Zoom or Phone. When you schedule your appointment, you will receive a confirmation and instructions on how to proceed. Please don’t hesitate to call our office if you have any questions or concerns.
Our website aims to provide you with the most current information and tools for you to access year-round. We have added many new links to resources, financial calculators, monthly newsletters, weekly tax tips, and much more.
Our goal is to help you with your taxes and all facets of your financial life. Please feel free to browse through our pages and let us know what you think. We value your opinions and appreciate your suggestions!!
Kind Regards,
Rosael Carreras-Morris, EA, NTPI Fellow
President