Uncle Sam Takes Your Money but Uncle Marvin Gets it Back!

Our goal is to provide superior tax preparation and living trust services to our clients by always giving our clients an experience that shows we are timely, professional, well trained, and competitively priced

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Who Are Our Clients

Currently, we service clients in ten American states. Our clients range from janitors to presidents and CEOs of some of the fastest growing firms in America. For more on how we're able to be successful and the services we provide, click below

Our Services

Our Commitment to You

We'll work with you to make sure you receive the best wealth producing results possible

Why Us?

When Others Run, We Stay!

Besides being timely, professional, well trained, and competitively priced, here are 3 Big Reasons to let us help you ...

Experience

Our combined knowledge and experience preparing tax returns exceeds 20 years

Proven Success Record

Don't just take our word, checkout what a few of our family of satisfied clients have said

Availability

We have gained the trust and respect of many of our clients by just being there for them when their previous tax preparer was no where to be found once a problem or question arose. In fact, we make ourselves available to help you prevent problems with tax agencies

Words From Some Satisfied Clients ...

Mrs. Dean of NC: "Thank you Uncle Marvin for your financial expertise. May God bless your business to continue to grow and be successful beyond all you can ask or think!"

Mrs. Pendleton of NY: " Uncle Marvin, you are a God send! That tax thing happened exactly when my daughter and I needed it to happen!"

Mr. and Mrs. McWilliams of VA: "Thank you for cleaning up what our previous tax accountant messed up. That rascal wouldn't even return our calls. May God bless you!"

Mr. and Mrs. Isler of VA: " I wish we had come to you years ago to do our taxes Uncle Marvin. Thank you for helping us get what was rightfully ours!"

Mr. and Mrs. Moore of NC: "Hey Uncle Marvin, you know we don't make any big financial decisions without running them by you to determine the tax implications. Thank you for doing what you said you could do!"

Ms. Allen of NY: "Uncle Marvin, you know that I need every dime of my money and I don't need any tax problems. That's why you'll always be my tax guy!"

Mr. Chan of MA: " We love what you do for us when you handle our taxes. That's why I tell all my employees and staff to use your tax services. Thank you"

Pastor of NY: "My wife and I thought something was wrong when the tax accountant didn't care to know about our foster children and how long they'd been staying with us. Thank you for taking time to correctly prepare our tax returns. Wow, what a difference!"

Let's Chat About Your Needs

If you are already a client, we thank you for allowing and entrusting us to help you with your business needs. If you are not a client, we ask that you give us an opportunity to help you with your tax preparation, bookkeeping, and/or living trust. Once you try us, we personally guarantee you'll enjoy our service! Our direct line is given to all clients, and has been the same for more than 7 years. Try it now!