Community Access to Resources & Education
Taxpayer CARE Center helps individuals, families, and small business owners navigate the decisions people put off the longest—estate planning, business succession, and getting your financial life organized with a team that stays with you.
IRS Enrolled Agent
-Federally Licensed Tax Practitioner
Licensed Notary Public
-for wills, trusts, POAs, and business transfer documents
Consulting & Planning Only
-coordinating with a licensed attorney for legal document drafting
-tax return preparation is handled by our partner, TaxUSign
A first conversation costs nothing and commits you to nothing. Bring your questions and let's figure out the plan together.