We are a local tax firm dedicated to great service at a great price.

As an Enrolled Agent (EA) with the IRS, Nate is able to represent any taxpayer or tax matter before the IRS. The Enrolled Agent is the highest status awarded by the IRS.  Nate also holds the CFP® certification. Certified Financial Planners are held to high standards of experience, training, and ethics. Nate is prepared to assist you in reaching your financial goals with integrity, know-how, and your best interests in mind. He will help you prepare for all aspects of your financial life including planning for retirement and education, tax planning, budgeting, investing, and insurance needs.