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!

January’s Real Estate Corner

So you’ve finally saved up enough for a down payment, and interest rates have doubled.  Do you still buy?  Yes, you should buy.             Interest rates are higher than they have been in decades, however, when it comes to interest … Read More

Featured Post

More Taxpayers to Receive 1099s this Year

Well, within the next week or so, employers are (or should be) sending out W2s and thus begins the real work for me and the team.  One of the least common things for many people who get a regular paycheck … Read More

Featured Post

Have You Already Forgotten? 

How are you doing on your resolutions?A lot of folks have already given up, especially on their personal resolutions, but what about the ones you made for business?I truly hope you are still working on those, and before tax season … Read More

Featured Post

Lock Down Your Credit

“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

Featured Post

How Us “Regular” Folks Can Create Wealth

This month, I’ve been spending a lot of time discussing how us “regular” folks can create wealth.  Frankly, I’m never surprised when someone shares they aren’t sure what their 401(k) is doing.     Seriously. When I was still in the … Read More

Featured Post