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Welcome

Established in 1997, Dollars and Sense provides comprehensive tax services to individuals, small and medium businesses, estates, trusts, and nonprofits. We specialize in tax planning, preparation and representation with an emphasis on complex tax analysis and applying the tax code to your unique situation. For businesses and nonprofits, we also offer comprehensive business planning and tax strategies for every stage of growth.

We offer both in-person and remote consultations, and feature evening and Sunday appointments for your convenience. You can use our online scheduler to view available appointment times and schedule your appointment.