Drop off in our waiting room bin any time during the following hours:

• Monday: 9am – 8pm
• Tuesday: 9am – 5pm
• Wednesday: 9am – 8pm
• Thursday: 9am –  5pm
• Friday: 9am – 4pm
• Saturday: 9am – 1pm

For current clients only. This is no-contact drop-off in the waiting room bin.

Please do not interrupt our work, as we have much to get done by the deadline. If you need to see us please come during the times listed below.

• Monday 9-11 am
• Monday 5-6 pm
• Wednesday 8-10 am
• Wednesday 12-1 pm
• Friday 2-4 pm
• Saturday 9-10 am

*Updated 2/25/2025. These hours will continue to be updated through tax season.

Open door hours are walk-in times to drop-off or pick up your documents, tax returns, or other information and say hi. This time is not for tax meetings, reviewing returns, or advisory services- appointments are required for these.

Click the name of your professional for their online calendar-

Mary Miller CPA

Maureen Lucas EA.    

*potential new clients must contact us directly by phone

IMPORTANT NOTE: Open door hours and self-scheduling appointments are for current clients only. If you are not already our client, please do not walk in or schedule an appointment without contacting us first. If you wish to work with us, please contact our office directly and we will be happy to see if we have availability and are a good fit for you!

Reminder: We do not prepare your tax returns during your appointment. This is time for gathering and reviewing information only.

Welcome to our website!

Achieving Balance in Business: Running a business can be complicated. Often the unpredictable effects of the economy, government regulation, and the overall local business environment can make it difficult to start, maintain, or even expand a business. Our holistic approach to business advisory services means that our analysis includes multiple factors that play a part in the success of a business. It’s not just about the numbers, it’s about the passion, the dream, and the quality of life as well.

No matter what form of business you have, we offer a full range of tax services for businesses. This includes tax planning, tax audit assistance, and tax return preparation. In addition we offer advisory services in business processes and startup, information technology, exit strategies and succession planning.

Financial Peace of Mind: You can rest easy in knowing that you have the professional expertise and personal attention of financial professionals on your side. Whatever your situation- whether you are starting a business, planning for college or retirement, facing an audit, or catching up on past due tax filings- we can help put your mind at ease in the process.

The Right Balance for You: Mary and Maureen will work with you to achieve the best results possible with your own financial situation. As our client, we recognize your unique needs and goals and will work with you to make them happen. Whether you need help once a year with your taxes or monthly financial checkups, we can create a financial program just for you.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.