Contact Us
Please do not include any secure personal or business information in this request. This is only a request and we will be in touch as soon as possible.
Individual & small-business focus; complex corporate returns may be referred.
W-2s, 1099s, 1098s, Social Security & Investments, Vermont Homestead/Property Tax Adjustment, Small Business (Schedule C) & Rentals (Schedule E).
Clear steps, plain language, quick answers.
We work with clients all over Vermont via secure digital portal.
Easy document exchanges for nearby clients and anyone not tech-savvy.
Upfront quotes before we file. No surprises.
Tell us your situation and timeline. We confirm what’s needed and give a clear quote.
Secure Portal (statewide): Upload from anywhere in Vermont.
In-Person (local): Drop off/pick up documents if you prefer paper.
W-2s, 1099s, 1098s, SSA-1099, year-end brokerage statements, Vermont Homestead info (if applicable), small-business and rental income/expenses, and your prior-year return (if you’re new). Need a checklist? We’ll email a simple organizer on request.
We prepare, then send a plain-English summary. You review and approve.
We e-file and confirm. We’re here for notices, questions, and planning. Now accepting new clients!
W-2, 1099, 1098, Social Security, investments, common credits/deductions, fast e-file.
Sole proprietors & side-gigs; expense organization, QuickBooks exports, mileage, quarterly estimates.
Schedule E for rental properties; Vermont Homestead/Property Tax Adjustment.
IRS or Vermont letters reviewed with clear next steps.
We serve clients across Vermont — Rutland, Burlington/Chittenden County, Montpelier/Barre, Brattleboro, Bennington, St. Albans, the Upper Valley, and the Northeast Kingdom. If you have internet, we can work together. If you’re nearby and prefer in-person, we’ll meet for document exchanges.
Please do not include any secure personal or business information in this request. This is only a request and we will be in touch as soon as possible.
Individual & small-business focus; complex corporate returns may be referred.