Our Services


We offer friendly and knowledgeable services for tax preparation for the following types of tax returns:  individual, partnership, S corporation, C corporation, estate/trusts and non-profits.  We also provide spousal portability and gift tax return filing.  We specialize in helping small business clients and people with a handful of rental properties.

We have recently introduced a new online portal to enhance and simplify the client experience.  We hope you find our staff and our instructions are easy to understand, while providing the expertise you expect.  Tax preparation continues to become more complicated.  We feel our job is to help you navigate the paperwork and confusion to have a better understanding of your tax liability.  Please reach out with any questions and we will be happy to help you.


Meet Our Outstanding Staff

Michelle Caspary, CPA

After careers in the arts and mortgage lending, I retrained in accounting during the 2008 recession.  I acquired my Certified Public Accountant license through the state of California in 2013.  I have operated my own firm since 2015.  I enjoy helping people and do my best to explain complicated tax subjects in a way that is easy to understand.  I love hearing about good things happening for good people and feel very lucky to assist the clients we help each year.

Claire Dean


Elayne Ackerly

Joining our team in 2024