

Who We Are

Principal Accountant
​
Allen Cusson
Enrolled agent since 2017. Lifelong Vermonter. Tax Preparation 30+ years. Self Employed majority of working Life. Solution based knowledge for many small business challenges.


​​
Amy
Also a Lifelong Vermonter , Associates Degree in Accounting coupled with 5 years tax preparation experience . With close attention to projects and numbers Amy helps our clients achieve their organizational goals Small business owner helps Amy realize clients goals.
​Sarrah
Lifelong Hyde Park Resident. Customer Service for 10 years. Bright smile, and amazing attitude, great for our customers, mother of 2 children emulates our family oriented atmosphere.

Our Office ​
​
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
-
Interview clients to gather financial information.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
-
Calculate tax information.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
-
Calculate tax information.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
-
Calculate tax information.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
-
Advise others on financial matters.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
-
Verify accuracy of records.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
-
Update professional knowledge.
Calculate form preparation fees according to return complexity and processing time required.
-
Calculate tax information.
Answer questions and provide future tax planning to clients.
-
Develop financial plans for clients.
-
Correspond with customers to answer questions or resolve complaints.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
-
Examine financial records.
Explain federal and state tax laws to individuals and companies.
-
Explain regulations, policies, or procedures.
