A home warranty can be a useful tool if you want to sweeten a deal for a potential buyer. These warranties provide a service contract on major systems in a home. This can be reassuring for buyers, since no one … Read More
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!
SIGNIFICANTLY IMPROVED PHONE SERVICE at the IRS
SIGNIFICANTLY IMPROVED PHONE SERVICE – 2 MILLION MORE CALLS ANSWERED BY IRS CUSTOMER SERVICE REPRESENTATIVES, WAIT TIMES UNDER 5 MINUTES Has this been your experience when contacting the IRS lately? Sincerely,
Three Rules For Building Wealth
1. Make money. Use your talents, interests, and skills to get a job and keep working, even if you don’t work at the same place your whole life. Stay on the lookout for higher paying opportunities. 2. Save money. … Read More
Where’s My Tax Return
While plenty of folks have gotten their returns, there’s still a LOT to be sent out. If you have already received it, then hopefully this little list reaches you in time, but if you’re still waiting, here’s a few of … Read More
Where Does AI Stop?
Artificial intelligence has been in the news a lot recently, and while many of us are “sort of” used to bots or prompts from what is only the most “basic” of AI, the fact is? It’s changing a LOT of … Read More
May’s Amusing Tax Convictions
Well, last month was certainly a busy one, but it’s interesting to note that, despite the many convictions in the last few months of plenty of unscrupulous preparers, there’s still plenty of deceit to go around. In Utah, Ashley James … Read More
April’s Real Estate Corner
Lots of buyers talk about “locking in” their rate, but are they actually saying the right thing? A mortgage rate lock freezes your interest rate after your loan is approved until the loan is closed. Rate locks can be … Read More
Quiet Hiring Vs. Quiet Firing
In a tight labor market, not only is it hard to find employees, it’s also difficult to keep them engaged. Gallup has found that at least half of employees are emotionally disconnected from their jobs. Disengaged employees can be … Read More
Options If You Owe Taxes?
Well, the tax deadline is here, and even though it’s going to be nice to have another Tax Season in the books, some people will find that they don’t have enough cash to pay Uncle Sam. That could lead to … Read More