We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


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.


If you are experiencing tax problems such as IRS Letters, Liens, wage garnishments, or audits requests, we can help. As Enrolled Agents we are licensed to represent your interest with the IRS.  Call us to discuss you case today.

Staff Profiles

Dave Head Shot2David Luczak

Mr. Luczak’s background includes 25+ years in management consulting and banking. He was active in various finance industry organizations and community groups he has received numerous awards for his contributions to the finance industry and his community involvement. He is the author of several articles in finance industry trade journals.

He has been preparing taxes for over 20 years and is an ENROLLED AGENT, licensed to practice   before the  IRS.