Our Services Exceed Industry Expectations-  We can prepare and file your business and personal tax returns with both federal and state agencies, regardless of your residency or physical location. We also offer a user-friendly client services portal and a dedicated mobile app for seamless communication, document uploads and e-signature ensuring we can file your tax returns without you having to leave your office or home! You’ll also receive regular updates on your tax return’s progress, including a unique recorded video review, empowering you to take charge of your financial destiny. This allows us to service our clients all across the nation, and not just those that are in Cedar Rapids, Iowa.

Transparent, No-Surprise, All-Inclusive Service Subscription- Our service plans are clear and straightforward. The quote you receive is all-inclusive, with no hidden fees, surprises or hourly billings. We believe in financial transparency in our partnership with you. That means as you grow and your tax needs change or you request additional work we will require you to upgrade to a higher tier plan that covers the scope of that work.

Our comprehensive range of tax services goes beyond the basics- encompassing everything from amending past tax returns to intricate tax strategizing, and skillfully representing you in audits and negotiations related to tax debts. Through it all we’ve got your back, and as a CPA firm we’ve got the expertise to back it up.

Our Promise? If you ever find yourself unsatisfied with our services, we’ll work tirelessly to find common ground regarding payment because your satisfaction is non-negotiable.

Unlimited Consultations?- We’re committed to being available around the clock, always ready to respond to your inquiries, offer expert advice, and ensure your financial decisions are aligned with your goals, all without the worry of unexpected fees. Your financial health is our utmost concern, and with our online portal and mobile app, expert assistance is just a chat away, anytime you need it. Moreover, as you elevate your tax plan, the breadth of our consultations expands, including Tax Projections with our Enhanced Plan and comprehensive Tax Planning guidance with our Ultimate Plan.

Yearly Personalized Video Review – Through a short personalized video, we meticulously analyze and explain the flow of your income and losses. We cover how various aspects, such as income tax, capital gains tax, self-employment tax, additional Medicare tax, net investment income tax, and Alternative Minimum Tax, impact your total tax due. Additionally, we provide an in-depth review of your Schedule E income and losses, emphasizing the interplay between your active and passive activities and how they net against your rental and business income. This detailed and personalized explanation ensures you have a clear understanding of your tax position each year. It also gives you a chance to analyze where you have suspended losses that can be used to offset future income, driving you to generate income in that area to utilize those losses as fast as possible.