From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

I hired Samantha a little over a year ago to help me get my taxes ready and to help organize all my…read morebills, to setup bill pay, and just organize all my paperwork. She has done that and so much more. I brought a property, and she helped me with the documentation. She helped bring my living trust up to date. She helped me renew my passport. She helped me fill out all the preapproval paperwork for a new home loan, and so much more. Samantha has been a lifesaver to me, all my bills get paid on time, all my finances are very organized, and I can always count on her to get right back to me if there's any problems.

From the owner: With 15+ years of experience and a passion for helping others succeed, we’re all about finding…read moresolutions that fit your big picture. Our holistic approach is designed to take you to new heights, helping you reach the next level in business and personal finance. Samantha, our founder and a proud fourth-generation business owner, is dedicated to bringing you the expertise and insights of a woman-led team that truly understands the journey. Wherever you are, we’re here for you—whether it’s meeting face-to-face locally or connecting over video with our out-of-state clients. And because we believe in being there for our clients whenever they need us, we’re available day and night, ensuring that you always have the support you need to keep moving forward.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Since we relocated to the foothills, we were looking for someone locally to complete our taxes. We…read morefound Lauren & her staff to be efficient, knowledgeable & prompt at completing our taxes. I highly recommend SAS

She is the best, smart but kind hearted and always is pleasant and cheery that rubs off on you…read more She is a great tax preparer as well.