Serving clients nationwide
Tax help that keeps up with your life
TEAM is an accounting firm serving individuals, families, and businesses across the country. Tax preparation, planning, bookkeeping, and payroll, handled by people you can reach.
Services
What we do
Five services, built around the same idea: your taxes are easier when someone is looking at the whole year, not just the deadline.
Not sure where you fit?
That is what the first call is for.
What to expect
What happens when you call
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Step 1
We get back to you the same business day.
Someone on our team will ask what brought you in and what your return looks like.
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Step 2
You meet with our CPA.
A short introductory conversation, no charge, to see whether we are the right fit before anyone commits to anything.
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Step 3
We review your last returns.
Before we start on the current year, we look at what came before and tell you if we see something worth amending.
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Step 4
You send us your documents securely.
You get a private folder in our secure file system. Nothing sensitive travels by email.
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Step 5
You have one point of contact.
A named person who knows your file and answers when you call.
- 30+ Years in practice
- 300+ Clients served
Ready to get started?
Tell us a little about your situation and we will get back to you the same business day.