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Below is a partial list of the services we offer our clients. If there is something finance-related that you don’t see on this list, please do not hesitate to ask. We do our best to accommodate all of our clients’ needs.

Tax Preparation

• All tax years professionally prepared
• Returns electronically filed, Jan 20th – October 15th
• Corrected and Amended returns filed
• Maximum legal refund
• Free initial consultation
• Most state tax returns – no problem, we have all the necessary forms

Tax Strategies

The art of devising or employing a clever (but always completely legal) plan of action toward a accomplishing the specific goal of minimizing taxes. This is accomplished by knowing the tax rules, and how to properly apply them through building complete documentation to fully support the position authorized under law.

Quickbooks and Quicken

I have been a Certified Quickbooks ProAdvisor for over 18 years. Feel free to call me with your questions.


The euphoria at getting a tax refund,
which lasts until you realize it was your money to begin with.

Greg Schroen Financial and Tax Services