Founded by Joan Fequiere, a dedicated Enrolled Agent with 10+ years of experience, our company has grown from a small practice to a trusted resource for tax and financial services. The vision was simple: to provide expert guidance that empowers our clients to take control of their finances, minimize tax liabilities, and secure their financial future.
What sets us apart is our unwavering commitment to our clients. We're not just Enrolled Agents; we're your partners on your financial journey. We take the time to understand your unique needs, providing personalized solutions that make a real difference.

Our success is built on a foundation of integrity, knowledge, and a passion for helping others succeed. We stay at the forefront of the ever-changing tax landscape, ensuring that our clients receive the most up-to-date advice and strategies.

As Enrolled Agents, we're authorized by the U.S. Department of the Treasury to represent our clients before the IRS. Whether it's tax preparation, tax planning, IRS representation, or resolving tax issues, we have the expertise to handle it all, allowing you to focus on what truly matters in your life or business.

Throughout the years, we've had the privilege of serving a diverse client base, from individuals to small businesses and everything in between. We've celebrated your successes, weathered the challenges together, and learned and grown with every experience.

Our commitment to you goes beyond tax season. We provide educational resources, timely communication, and a client-centric approach. Your financial well-being is our ultimate goal. Thank you for being a part of our journey, and we look forward to being a part of yours. Together, we can achieve financial success and peace of mind."