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!

The Critical Importance of a Year-End Book Review

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

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November’s Real Estate Corner

What REALLY happens to close on a home?  “Closing” is that fine day on which the ownership of a house transfers from seller to buyer. Before that, a number of things have to happen:             1. Preparation: Once your offer … Read More

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Unleash Your Inner Santa: Tax-Savvy Gifting for the Win!

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

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The Scammers Keep Going         

 Imposter scams and online shopping top the Federal Trade Commission’s 2022 list of financial frauds.  A new August 2023 survey from GoBanking questioned more than 1,100 Americans aged 18 and older to find that huge numbers of people have been … Read More

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Why “Now” is Better Than “Later” for Business Growth

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

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Stop Playing ‘Hide and Seek’ With Your FSA Funds: Use ‘Em or Lose ‘Em!

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

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Refinancing Student Loans                

It’s hard to get past that student loan bill every month. But should you refinance?             Financial experts are divided on the merits of refinancing. Notable financial gurus like Dave Ramsey emphasize a holistic approach to debt elimination, prioritizing budget … Read More

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The Myth of “Taking It Easy” in Q4

Picture this: It’s the last quarter, the finish line is in sight, and you’re tempted to slow down.  After all, everybody else is taking it easy, folks are on vacation, “Thanksgiving” seems to last all week, and you can hear … Read More

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When Life Gives You Lemons, Make Tax Lemonade!

Ah, the wonders of investing  – interest rates have had a huge impact on all of us these last two years, but as we move through Q4, you might have a few “misses” as far as investments that you’d rather … Read More

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