Tax Planning and Return Preparation

Expert Tax Services that Minimize Liabilities and Maximize Opportunities

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you are an individual or operate a multi-tiered corporation or partnership, we can accommodate your needs. Our tax planning service provides you with a dedicated expert who will work with you year-round to design a custom plan with tax-saving strategies that are tailored to your unique objectives.

We view our relationships with our clients as ongoing partnerships and deliver quality, up-to-date tax preparation and advice. We are diligent about keeping current on the changing tax laws that affect you, and are committed to examining all the tax-saving opportunities available to you. We also have deep expertise in international tax issues and can assist in solving international tax challenges. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

Tax Workflow

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040

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St. Petersburg - Phone: 727.343.7166 • Fax: 727.345.3116
Clearwater - Phone: 727.441.6829 • Fax: 727.442.4391
The Villages - Phone: 352.205.8530 • Fax: 800.585.6605