Knowledge, Technology & Resources

Making Your Tax Filing Experience the Best it Can Be

Securely upload your source documents to us. Then schedule your telephone or in-office appointment online. If you have any issues using the portal, Portal Tips or Use This Guide To Help You Use The Firm Portal.

Check the Status of Your Refund

As of October 19, 2023, I'm limiting acceptance of new clients. Acquiring seasonal employees is more difficult than ever, especially since the pandemic. If you are interested in working with my firm during tax season, please reach out to me. There are opportunities ideally structured for retirees that would like to remain active on a limited basis.

Single Filers with Adjusted Gross Income less than $103,000, the standard monthly premium for Medicare Part B enrollees will be $174.70 for 2024.

Single Adjusted Gross Income Monthly Premium
103,000 – 129,000 $244.60
129,000 – 161,000 $349.40
161,000 – 193,000 $454.20
193,000 – 500,000 $559.00
Greater than 500,000 $594.00

Drawing Social Security benefits at the full retirement age (FRA) or deferring until age 70 is a significant decision that can impact one's financial security in retirement.

Tax Advice

More than Tax Preparers...

We are Tax Advisors

We prepare and file tax returns for businesses, non-profits, estates, trusts and individuals. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable and of course, discrete. In the review process, our Electronic Return Originator checks the returns for input accuracy, data integrity and correctness. The data keyed by the agent is compared to the digital copies of the source documents used in preparation.

Our Document Management Specialist, places our digital copies of all your tax documents, notes and information we use in preparing your tax returns in our highly secure database storage system. These documents are archived and available should they ever be needed.

We can share these digital documents with you through our secure portal. If you are refinancing your home and your banker asks for copies of your W-2s, we can send them to you in a matter of minutes.

We will always return the original documents to you in one of our portfolio pouches. Scanning and maintaining these documents is one way that we go a step beyond just preparing tax returns for our clients.

Licensed by the U.S. Treasury Department

Enrolled Agents

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.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering I. Individual Tax, II. Business Tax and III. Representation, Practices and Procedures, or through experience as a former IRS employee in a position regularly applying and interpreting the provisions of the Internal Revenue Code. 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.
Gregory J. Cook, EA, CPA is an Accredited Tax Advisor
Accredited Tax Advisor

Gregory J. Cook, EA, CPA

Our processes have changed since the Covid Pandemic of 2020 and 2021. We are working remotely with more than half of the clients for which we prepare and file tax returns.

What Clients Are Saying

Retirement & Financial Planning

Tax Planning should be a Big Part of any Financial or Retirement Plan.

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Investments in oil and gas have potential for both income and tax benefits.


What Is The Biggest Personal Expense You Will Incur In Your Lifetime?

death and taxes

Nothing in Life is Certain, but... Everyone knows the old saying, right?

It's all about you, and how we can serve you better!