Book
Start with a free consultation.
Twenty minutes. No charge, no pitch.
- We'll tell you which return you actually need
- You'll get a firm price before any work begins
- For simple situations, a rough estimate of your refund or balance due, based only on what you tell us and not a guarantee
- Bring last year's return if you have it
- We cover taxes, including how VA benefits and retirement pay are taxed. We don't give investment advice or handle VA claims
Need a deeper look? Full Tax Situation Review, $100.
- One hour, by Zoom: we go through your prior return, income, and documents and identify issues and opportunities
- 100% credited toward your return or any of our services if you engage us within 60 days
- Paid when you book and non-refundable, except that we refund it in full if we cancel
Contact
Or reach us directly.
(305) 540-3124
[email protected]
Please don't send tax documents or Social Security numbers through this form. Once you're a client, a secure link will be provided — that's where files belong.