
We work to keep the wind in your sails

We are a local tax office that has proudly served the Pequot Lakes area for over 10 years. What started as a commitment to providing exceptional tax services has grown into lasting relationships with individuals and businesses throughout the community.
To provide accurate, reliable tax preparation and accounting services that give our clients confidence and peace of mind. We are committed to staying current with tax law changes, maintaining the highest professional standards, and delivering personalized service that addresses each client's unique financial situation.
To be the go-to accounting firm for individuals and small businesses in the Pequot Lakes area who value expertise, integrity, and personal attention. We strive to build long-term relationships where clients feel supported year-round, not just during tax season.
We take pride in getting it right the first time and maintaining the highest ethical standards in all our work.
Every client receives direct access to experienced professionals who understand their unique needs and goals.
We stay current with changing tax laws and accounting practices to provide the most up-to-date guidance.
Your financial well-being is our priority. We work to maximize deductions, minimize tax liability, and help you make informed decisions.

Geri has been at the heart of the business from the beginning, working hard to build strong expertise and relationships with clients. In 2007, Geri became an Enrolled Agent (EA), demonstrating a strong commitment to professional development and high standards in tax preparation and representation.



Mitchel joined the team in 2022 and participates in the IRS Annual Filing Season Program (AFSP). He is currently working toward becoming an Enrolled Agent (EA).

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