Broker Check


How We Work

Our firm specializes in tax preparation and representation along with financial investment services.  Our belief is that tax planning and preparation marry quite well with financial planning and investing and by providing a full suite of services we can better serve you as clients.  

We have tax expertise matched by few.  As an enrolled agent (EA), Trish has a vast knowledge base of tax law.   EA's attend many hours of continuing education each year to stay up on the latest tax law.  We also have a great network through professional organizations that help us stay on the leading edge of any tax law changes that occur.  We strive to work for the best interest of each client in accordance with the tax law.  

On the investment side, Eric enjoys helping individuals develop sound investment and retirement strategies. If you are retired – or approaching retirement – or just starting your career and thinking about investing for retirement -  please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. He educates our clients about financial concepts and products, and takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

Eric understands the many challenges of retirement today and knows the biggest concern for many is outliving their money. He focuses on money management, as well as other issues that are critical to your financial well being.

Tax Planning, Consulting & Preparation


Business - LLC, Corp, S-Corp & Partnership




Risk Management Consulting

IRS Representation

State Dept. of Revenue Representation

Trish Evenstad, EA**
Tasha Spears, EA**
** Enrolled Agents (EAs) are America’s Tax Experts – the only federally licensed tax professionals with unlimited rights to represent taxpayers before the IRS.

Bookkeeping & Payroll


Bookkeeping Maintenance

Reconciliation of Bank Accounts

Cash Flow Analysis & Budget Forecasting

Business Planning

Succession Planning


Payroll Tax Reporting

Year-end Payroll Processing

Sales Tax Filing

Financial Investments & Advisory

Financial Advising and Planning

Investment Management

Brokerage Accounts

Individual Retirement Accounts (IRA's) - Traditional & Roth

Common Stocks & Bonds

Government Securities

Mutual Funds

Treasury Bills & Notes

Retirement Plans
401k, SEP, SIMPLE, ESOP, 403B, & Profit-Sharing Plans

College & Educational Plans 

Estate Planning

Tax Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  608-634-6887