Appointment Confirmed

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!

December’s Real Estate Corner

Real estate deals falling through can be a frustrating experience for home buyers. In fact, statistics show that approximately 10 percent of real estate deals do not reach closing. However, there are steps that buyers can take to prevent this … Read More

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Round Up Those Receipts: Your Ticket to Tax Savings Awaits!

I hope this finds you enjoying a fun-filled week between Christmas and New Years, but while a lot of folks are taking it easy, let’s talk about the elephant in the room—those pesky receipts that you’ll need to file your … Read More

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Dip Into That Retirement Account?

Oh, the siren song of “just taking a little bit!”  But is it really a bad thing?        It’s part of the surprisingly difficult transition, as a retiree, from saver to spender. After all, you spent decades building up the … Read More

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The Urgent Necessity of Organizing Your Receipts Before Year-End

Yes, it’s the last week of the year, and a lot of business owners have taken off this week to enjoy the holidays and their families. As the calendar year winds down to its inevitable close, you might find yourself … Read More

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Harvest Tax Losses – How to Make Your Investments Do a Jig at Year-End!

It’s that time of the year again—yes, the holidays, but an equally festive period of harvesting tax losses. Yes, you read that right. Harvesting losses on investments can be like having your pie and eating it too, financially speaking. Let’s … Read More

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“Locking” Your Credit This Winter

Freezing your credit these days can be relatively easy online and it can protect you from fraudsters looking to steal your identity and open credit cards in your name. If a criminal can get a credit card in your name, … Read More

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Do You REALLY Need A Year-End Inventory?

As we approach the year’s conclusion, our attention is naturally drawn to various financial tasks that demand our time as business owners. While some of these tasks may not carry the allure of strategic planning or revenue generation, they are … Read More

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Boost Your Future and Lower Your Taxes: Max Out Retirement Contributions

Time is of the essence as the year draws to a close, especially when it comes to securing your financial future. One action item that can’t wait is maximizing your contributions to retirement accounts like 401(k)s and IRAs. You see, … Read More

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De-Grinching Christmas

Maybe the Grinch isn’t real, but as inflation continues to impact our budgets, it could feel like you’ve lost yet another Christmas to has been stolen.             Happily, there are still ways to save some money.             First, it’s smart … Read More

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