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Our Story

Tom and Claire Rowan made their way to California while both served in the Air Force. Despite numerous deployments all across the world, they were both able finish graduate school and attain their M.B.A degrees, start a family and open their own business. 

An Idea is Born

After finishing their tours in the Air Force, Tom and Claire decided to plant their roots in California and after found an urge to start their own business. After surveying the area and using their accounting background the idea of starting a tax office surfaced. After several months of planning we opened our doors in Lincoln on January 21st, 2008 and then expanded our operations to Rocklin, CA in 2009. In 2010, and after several thousand of tax returns , we expanded our accounting services and have grown our business services to what they are today. 

Thousands of Happy Customers

Over the years our client base has grown by the thousands, which has been made possible only by the hard work of business professionals and dedication to our clients. During our time in business we have voted Best of the Best in Placer County numerous times, including most recently by the Lincoln Messenger in 2016!

Why Us?

Our Mission

Customer service comes above all else to help you with your bookkeeping and tax preparation needs.

We provide solutions to all of your bookkeeping and tax preparation needs. We will come to your site or you can come to us. Getting your books in order is our number one priority.

  • Free initial consultation
  • Award-winning service
  • Satisfaction guarantee
  • Enrolled Agent (EA)
  • QuickBooks ProAdvisor

“Your place or mine, I’ll get the job done!”

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