Currently accepting new clients for the 2024 filing period.

My approach

My goal is to be, not just your “tax preparer”, but a trusted advisor whom you can turn to for all your tax & business needs. I strive to build life-long relationships with my clients based on expertise and trust by providing personalized value-added service. I give my clients the time to ask their questions, be heard and not feel rushed. I help by making your taxes and accounting less stressful.

Conveniently located in Ripon. Proudly serving clients throughout the country!

 

Testimonials

  • “When my dad passed away, I was completely lost on how to handle his affairs and scared that I was going to owe inheritance tax. William was invaluable in explaining how my dad’s taxes with his trust and selling his home worked. He put my and my sister’s fears at ease!”

    -Nancy T., retired teacher

  • “I knew I wanted to start an LLC for my side-hustle but was dead wrong on how. Will helped me structure my business in a way that made sense for me and saved me from making a huge mistake.”

    -Anthony M., Firefighter & fire suppression system consultant

  • “William has been my tax guy since 2017. My taxes are pretty simple but he’s always quick getting them done which I appreciate.”

    -Mike A., Deputy Sheriff

  • “William was key helping me get a PPP loan and ERC payroll tax credits for my business when the pandemic hit. He’s always helping me proactively plan and save taxes.”

    -Brian S., retail business owner