Who We Are

We are a small firm that focuses on you, the client. Quite simply, your needs become our needs. We want to take care of you. Therefore, you can reach us easily by phone or email. If we're not available, we will always get back to you promptly.

Our pledge to our clients:

  • To genuinely care about you and your business
  • To help you plan for the future
  • To provide you with and help implement tax, business, and website ideas
  • To alert you to items of interest that pertain to you, your business, and your website
  • To timely perform the "necessaries" (reports, returns, etc.)
  • To prevent issues from arising with the authorities
  • To promptly return your phone calls and stay in touch
  • To clearly communicate our billing before you receive your bill

A word about our fees. We feel you are entitled to know, in advance, what our services cost. Therefore, we will be happy to quote you a price for the work to be done. Furthermore, we guarantee your satisfaction.

Our Founder

Jim Minkoff has been helping entrepreneurs start their own companies, preparing individual and business tax returns, and providing financial and tax planning services since 1987. He has held a variety of successful professional positions at Cargill, Lawson Software, CCH Computax, and the Internal Revenue Service. Jim is a license Enrolled Agent and a member of the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP).

Enrolled Agents

  • Enrolled Agents are licensed professionals that specialize in taxation. CPA's and attorneys may or may not choose to specialize in taxes.
  • Enrolled Agents are subjected to a rigorous background check conducted by the IRS.
  • Enrolled Agents are required to complete 24 hours of continuing education per year to keep them abreast of any and all tax law changes.
  • Enrolled Agents take a difficult two-day examination administered by the IRS, which covers taxation of Individuals, Corporations, S-Corporations, Partnerships, Estates and Trusts, Procedures, and Ethics.
  • Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they represent a taxpayer.
  • Enrolled Agents are authorized to appear in place of the taxpayer at the Internal Revenue Service, and at State taxing authorities.
  • Enrolled Agents are the only tax professionals who receive their right to practice from the United States Government.
  • Enrolled Agents are licensed by the federal government, not by individual states.