Where cybersecurity precision meets tax expertise. Ross McVey β CISSP, MBA, IRS-registered ERO β brings Fortune 500-level rigor to Fox Valley individuals and small businesses. Your data is safe. Your return is right.
We work with Fox Valley individuals and small businesses at every stage. Find yourself below.
Multiple jobs, RSUs, HSAs, home purchases β your return is more complex than TurboTax assumes.
See your options βSelf-employment tax, home office deductions, quarterly estimates β we keep you compliant and optimized.
See your options βLLCs, S-Corps, payroll, books β we handle the full stack so you can focus on the business.
See your options βReasonable salary, distributions, K-1s, Year-end tax strategy. S-Corp optimization is our specialty.
See your options βYour bookkeeper records the numbers β but who's telling you what they mean? We analyze, interpret, and advise so you can make confident decisions.
See your options βDon't respond alone. We represent you directly before the IRS β audits, notices, and balance due letters.
See your options βFrom a simple personal return to a full-year business engagement β we cover every aspect of your tax and financial needs.
W-2s, investments, self-employment, rental income β we handle all return complexities accurately and efficiently, maximizing your refund.
Learn moreS-Corps, LLCs, partnerships, and sole proprietors. Strategic tax planning alongside accurate filing to reduce your liability year over year.
Learn moreWe review your financials, analyze profitability, and provide the strategic guidance your business needs β without replacing your bookkeeper. You keep your team; we keep you informed.
Learn moreFrom processing paychecks to filing payroll reports, we handle your payroll so you can focus on running your business.
Learn moreAudit notice? IRS letter? As a registered ERO, we represent you directly before the IRS and state DOR β you don't face them alone.
Learn moreA CISSP-certified tax preparer is rare. Your financial data is handled by someone who truly understands what secure means. Enterprise needs β Sentinel.
Learn moreIf you're penalized or charged interest by the IRS or state due to a calculation error we made, we pay the penalty and interest. Your peace of mind is our commitment.
Rated 5 stars on Google, Yelp, Facebook, and Thumbtack by Fox Valley families and small businesses.
"I would have Ross do my taxes again. I'm thinking about hiring him for financial advice."
"They provided business advice as well as tax preparation. They answered questions quickly and even responded to texts."
"Ross came to our home, answered our questions, and reviewed past years' returns. He found a deduction we missed and filed an amendment that got us an additional $500 back."
"Ross found an error in our W-2. He worked with our employer to get it corrected and a substitute form sent."
Serving the Fox Valley β Appleton, Neenah, Oshkosh, Green Bay and beyond.