We are committed to find effective, valuable solutions to fit your unique needs, leveraging our experience, resources and knowledge to achieve the best possible results for you.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
We are available to our clients at any time of the year, offering flexible services as your needs change. We strive to give you peace of mind in a complex tax and business environment allowing you more time to focus on what matters most to you!
Owner – Kara C. Collot, EA
- Enrolled Agent
- QuickBooks Certified ProAdvisor
- Certified Bookkeeper
Kara has been working with individual and small business clients since 2005. She enjoys helping her clients achieve their individual and business tax goals and being a trusted advisor. Kara feels blessed to have the opportunity to build exceptional client relationships over the years and considers clients as family. Kara enjoys spending time with her husband, two school aged children and their dog as well as being involved with church and the community.
What is an Enrolled Agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. 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 CPAs, have unlimited practice rights before the IRS.
Connie Burke, Tax Associate
Connie specializes in individual and small business income tax preparation. She enjoys working in the tax field and finding the optimal tax situation for each of her clients. Connie has completed the training and continuing education requirements to receive the IRS’s Annual Filing Season Program (AFSP) designation. Connie has been working in the tax industry for over ten years and has also provided a great community service by volunteering as an AARP Tax Aide