Many of our clients have come to us after experiencing the abrupt departure or retirement of previous preparers. We understand how important it is for clients to feel secure and supported throughout the tax process, which is why we’ve worked diligently to ensure this won’t happen to you.

Since our inception, Terry has personally trained family members to understand the complexities of tax laws and become proficient in tax return preparation. This proactive approach ensures that when the time comes for Terry to reduce his involvement, we will have a seamless succession plan in place.

What You Can Expect:

• Terry’s Credentials: Terry is a licensed Enrolled Agent (EA) with the IRS, able to serve clients across all 50 states.
• Shannon’s Progress: Shannon has been preparing taxes for 25 years and is currently in the process of obtaining the same EA designation as Terry, ensuring we have multiple qualified professionals ready to continue our high level of service.
• Seamless Transition: When Terry begins transitioning to more personal time, there will be no disruption to the service or support you’ve come to rely on. The family has been trained to uphold the same level of expertise and dedication, ensuring continuity in our client care.

We believe in planning for the future so that our clients always have the support they need. You can rest assured that even as we adjust to new phases of life, our commitment to you remains unchanged.