We are a local Tax Preparation firm that specializes in Individual, Small Business, and Fiduciary Income Tax Services. We offer over 30 plus years of income tax eperience to help guide you through the process. We are open all year providing assistance to our clients when they are in need of assistance like copies of returns for a loan, filing out the FAFSA forms, changing jobs and need help filing out the W-4, or require tax projections for a house sale, stock sale, or other large taxable event.
Below are just a few ways we take the stress out of tax compliance for our clients:
- Review prior year tax returns for opportunities to find unclaimed deductions and a larger refund
- Review current year tax opportunities to find deductions, credits, write offs, or missing expenses to lower your tax liability
- Insure NEW tax law changes, deductions, and write offs are maximised to lower your tax liability
- Review withholdings and make adjustments to reduce any tax liability next year
- Review estimated taxe payments and make adjustments to reduce any tax liability next year
- Offer assistance with creating your IRS online account to access copies of tax data, letters, ID pins, and prior returns
- Offices are open through out the year to answer questions, provide tax guidance, make Amendments when needed, or just chat about tax law changes
- Offer remote services for tax preparation including a secure online portal, DocUsign tax forms, e filing, and a call or Zoom meeting to review the tax return
- Enrolled Agent with over 30 years of experience working with local people just like you
- Fees that are based on the complexity of the tax return and the Forms required to file a complete and accurate tax return
- Comfortable offices centrally located in St. Petersburg close to major roads and the interstate
- We undertake continuing education classes each year in the neighborhood of 20-30 hours for our clients