So many would-be entrepreneurs and business owners only want to jump in and open the doors. They want a get-rich-quick scheme that will let them buy a program today and be rich next week. Or successful. Or skinny. Or have … 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!
This month, I’ve been really carrying on about small business owners stepping into a larger role as the leader of their businesses, and while it might seem weird for a tax professional to be preaching this, the truth is simple: … Read More
As a tax professional, my team and I see a LOT of weird ways clients save paperwork. Shoeboxes, expanding files, Ziploc bags, and PDFs are all viable, and seemingly useful. But how long do you really need to keep those … Read More