About Us
Serving our community with honesty, accuracy, and personal care for 12 years — now with TWO locations in Berkeley & Jefferson County.
From tax prep to year-round support, we treat every client like family.
Charles Town, WV
303 West Washington Street, Suite 103 Charles Town, WV 25414
Martinsburg, WV
1802 W King Street, Martinsburg, WV 25401
Let Us Help:
Dear Friend,
I hope you’ll forgive me for being blunt.
I am Lisa Gates. I’m a CPA and realize that you may not be used to seeing a tax advisor talk like this. It’s not my intention to offend (I’m actually being very careful with my words – I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax advisor, it truly breaks my heart knowing that just a few thousand or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference – and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax advisors are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess – bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
Click the button on this page to take your first step. And while you’re there, look around our site to find out why Jefferson County taxpayers choose us to be their trusted tax advisor.
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips.”
PPS–Already want to schedule an appointment?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (304) 886-4816 or Email Us, we’ll give you two options for an appointment right away! We will NOT make dealing with a tax advisor as painful as it’s been in the past!
Talk again soon,
Lisa Gates, CPA