About Us

We are family owned and operated business that has been preparing taxes in the South Bay since 1964. 

Brian has been preparing taxes and providing business consultations since 2007. After 20 years in the restaurant business he joined his father in the family trade.  Since then, his father semi-retired and works from home, while Brian expanded the family business and now works with his wife, Julie, his son, Ben, and his sister, Jane.  In 2020, Quinn Barnum, a family friend, joined the team to help with the increased Virtual Client processing.  Born and raised in the South Bay (go Spartans and Tartars!) odds are you've probably met them or have seen them around town. 

In 2023, thanks to client recommendations, our business client list became full and we are no longer taking on new business clients to ensure we can continue to provide excellent customer service to our returning clients.   We are still able to accomodate new clients for Personal Tax Preparations.

Meet our tax preparers

And our supporting staff