We’ve introduced a new client portal, Double (formerly Keeper), designed to make working with us simpler, faster, and more transparent. This replaces our previous system, Copilot, and brings a more streamlined and reliable way to manage your financial information and communication with our team. Why we’ve made this change We’re always looking for ways to […]
We’re incredibly honored to share some exciting news—we’ve been named the Best CPA in the My Dunwoody Best of 2025 awards! After hundreds of nominations and thousands of votes from the local community, your support has helped us earn this recognition, and we couldn’t be more grateful. A heartfelt thank you We want to express […]
The IRS recently announced that the federal income tax filing deadline for individuals for the 2020 tax year will be extended from April 15, 2021 to May 17, 2021. The deadline extension is meant to provide relief to taxpayers who are facing challenges due to the pandemic and to the IRS as it handles a […]
We are sure you would like to just fill out a form and get a quote. Your time is valuable and we respect that. Instead of just giving you a quote without understanding your needs, we would like to schedule a no-obligation 15-minute discovery meeting with you to get to know you and understand your needs. After we meet, we can custom tailor the best solution for you.
Or schedule a meeting directly!