Tax Preparation 2026
We are a growing company providing professional tax preparation and financial services for individuals and small businesses. We offer competitive fees and a high level of personal attention. Our team is dedicated to exceptional service, professionalism, reliability, and quality. Clients rely on us for knowledgeable guidance, prompt communication, and tailored strategies that support their long-term financial success.
We offer e-file for federal and state returns.
Personal Taxes
Doing your taxes can be overwhelming - but that's what we are here for. Our experienced team stays up to date with the latest tax laws to ensure your return is accurate and optimized - maximizing your refund or minimizing your liability. From documentation to filing, we handle every detail with care and efficiency.
Business Taxes
We provide specialized tax preparation for small businesses. Our goal is to help you accurately report your business income and expenses while identifying all deductions and credits you are entitled to. We assist in organizing your records, classifying expenses correctly and ensuring compliance with current tax laws so you can minimize tax liability and reduce risk of IRS issues.
You will receive an Invitation to your tax Document Portal. You will upload all documents and pertinent information to complete your return. You are to maintain your records of documents submitted to us. We will keep said documents on record for three years.
Communications
Our policy is to put all communication in writing, and you will not rely upon any unwritten advice.
Satisfaction Guarantee
Robin Robinson, CEO of Living In A Wealthy Place, has an MBA in Taxation, over 34 years working at the Internal Revenue Service, and is an entrepreneur as a Financial Coach.