I trust this message finds you well as we approach the year’s end, and it’s ALWAYS a significant milestone for both personal reflection and business evaluation. Among the essential tasks that require your attention is a thorough review of your … Read More
Your appointment is confirmed! You will receive a follow up email and text message.
If you opted for a video appointment be sure to check your email. You will receive a link to join me for the appointment via zoom.
If you opted for the in office option, I will see you face to face in person at 319 2nd St in Jupiter Florida. We are located across the street from Jupiter Elementary School on the corner of Loxahatchee St and 2nd St. It is a blue house.
If you have digital files that you need to upload, you can do so here at this link.
If you are a new client, I would love to see the last 3 years of tax returns in order to ensure everything carries over.
In order to prepare for your appointment you can download a tax organizer here.
I look forward to seeing you and getting you the lowest tax due legally possible!
Well, here we are, the end of November! The sparkly lights, gingerbread lattes, and classic Hallmark moments are right around the corner, but this season isn’t just about decking the halls; it’s also the season of giving. And hey, while … Read More
If you’ve ever found yourself saying, “I’ll do it when the time is right,” let me be the one to break it to you—the ‘right time’ is a myth, like Bigfoot or fat-free donuts that actually taste good. Procrastination is … Read More
Guess what? We’ve entered the season of holiday songs, cozy sweaters, and—wait for it—Flexible Spending Account (FSA) planning. Yep, you heard me right. Amongst the jingles and twinkling lights, it’s easy to forget about those pesky FSA funds just sitting … Read More