Chief Financial Officer Services
Outsourced CFO leadership, bookkeeping, payroll and QuickBooks — so you can concentrate on building your company.
Learn MoreTax Preparation
From personal income tax returns to business tax preparation services, we work hard to minimize tax liabilities for all of our clients.
IRS Enrolled Agent
Ashley J. Trimboli is an IRS Enrolled Agent which means that she has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards.
Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
We’re constantly searching for new tax breaks and deductions we can use to save our clients money on taxes. From personal income tax returns to business tax preparation services, we work hard to minimize tax liabilities for all of our clients.
- Business tax preparation – corporate, LLC, etc.
- Tax returns for individuals
- Quicker tax refunds with E-file
Find Out What You Could Be Saving
One conversation is usually enough to see where the opportunities are — and we will tell you honestly if there aren’t any. No obligation, no jargon, no pressure.
Answers
Tax Preparation FAQs
What documents should I bring to my tax appointment?
Bring photo ID and Social Security cards for everyone on the return, all income documents (W-2s, 1099s, K-1s, brokerage and retirement statements), records of deductible expenses, last year’s return if we did not prepare it, and closing statements for any property bought or sold. If you own a business, bring the year-end financials or your QuickBooks file. When in doubt, bring it — it is faster than a second trip.
How long does tax preparation take?
A straightforward individual return is usually completed within a few days of receiving complete records. Business returns and returns involving rental property, multi-state income or investment activity take longer. Filing season compresses everything, so earlier is always faster.
Can you file electronically?
Yes — e-filing means quicker tax refunds, and it is our standard method for both individual and business returns.
Can you represent me if the IRS audits my return?
Yes. Enrolled Agents have unlimited practice rights before the IRS, so we can represent you on any tax matter, before any IRS office, regardless of who prepared the original return.
Do you prepare returns for businesses?
Yes — corporate, LLC, partnership and S-corporation returns, alongside individual returns. Many of our business clients also use our CFO services so the books are already clean when filing season arrives.
More Services
Explore our other services
Bookkeeping
Clean, current, reconciled books every month — plus QuickBooks set-up, clean-up and training from a Certified ProAdvisor.
Learn MoreTax Planning
Year-round strategy that goes beyond compliance to legally minimize what you owe.
Learn MoreRetirement Planning
Readiness analysis, contribution strategy and income planning built toward financial independence.
Learn MoreEstate Planning
Discussion, recommendations and research tools that make estate planning simple and worry-free.
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