About Us

Serving Customers for Generations

Our Story

Imagine sitting around the kitchen table with a group of friends and neighbors, casually discussing taxes and ways to save money. That’s where our story begins, way back in 1979. Fast forward a few decades and our humble tax preparation operation has grown to serve clients in all 50 states and even some foreign countries. But despite our growth, one thing has remained constant: our commitment to YOU.

We understand that everyone’s financial situation is unique, and that’s why we don’t just focus on how much money you make, but rather how much money you get to keep. After all, there are only four things you can do with your money: save it, spend it, pay taxes with it, or give it away. And the amount of money allocated to one option directly impacts the amount available for the others.

That’s why we offer our knowledge and experience in providing tax advice to custom-tailor a holistic approach. We’ll work together to lower your tax liability and ensure that you’re keeping as much of your money as possible. But our services don’t stop at tax preparation. We also shift our focus to tax planning. Tax preparation is all about putting the best spin on what has already happened, but tax planning is about creating and implementing legal and ethical strategies to reduce the amount of tax you pay in the years to come.

So whether you need tax planning and preparation or personal financial planning, we’ll help you create strategies that allow you to keep more of your money. We’ll make the process of managing your finances feel easy and enjoyable. Join our family of satisfied clients today!”

At 10 SixtySix, we take a holistic approach to your financial lives.