Frequently Asked Questions

Anybody can prepare your tax return for you, but not everybody has the same educational requirements or experience. In order to be a CPA in Florida, you must have a bachelors degree and at least 60 hours in graduate accounting courses. You must also pass a four part CPA exam and complete 40 hours of continuing education each year. Tax preparers at HR Block, Liberty Tax, or Jackson Hewitt take a 3 week course before they start preparing your returns. After they prepare your return, it is unlikely that you will see the same person who prepared your return the following year.

After working for other firms in the past, we focused on fixing the "issues" that clients had with CPA firms.  Our focus is on being responsive to our clients in a timely manner.

I have been in the accounting industry since 1999 and have worked exclusively with individuals and small businesses since 2002.

While we are open to all types of clients, our focus is on individual tax preparation and service-based small businesses, like attorneys, engineers, contractors, real estate, and information technology. We work primarily with companies with zero to 10 employees and zero to $5 million in revenue.

We charge flat fees, however, like any professional service, it often depends on the scope of the project and time involved.  Our individual 1040 tax returns begin at $375 and our business tax returns begin at $1,200.  We can give a more accurate quote over the phone or via e-mail just by answering a few simple questions.

The length of time can vary from project to project, but we are committed to completing each return within 3 weeks of receiving all of the relevant information for individual returns and 4 weeks for business tax returns.  We do not file extensions for clients unless they have not provided us the information before our deadline.

Unfortunately, no one can guarantee that you won't get audited. The IRS has different criteria for selecting returns for audit and that includes random selections. We are available to assist during an audit, which would be billed separately of our tax preparation fees.

Our offices are open all year, and we are available Monday through Thursday from 9am to 3pm.