Our Specialized Services

You get more than tax filing. We deliver proactive strategy, meticulous preparation, and year-round support designed to help you reduce liabilities and keep more of your earnings. We focus on accuracy, clarity, and long-term results.

Yes. You can work with us virtually from Jacksonville, St. Augustine, Northeast Florida, and beyond. Our secure online process makes remote tax preparation simple, efficient, and convenient.

Your consultation fee depends on the scope of your tax needs and planning goals. Contact us for current pricing. We keep the process transparent, and we will explain what is included before you move forward.

Bring your prior-year return, all W-2 and 1099 forms, Social Security numbers for you and any dependents, bank account details for direct deposit, and records of major life changes such as marriage, divorce, a home purchase, or a new dependent.

We work with individuals, families, self-employed professionals, freelancers, and small business owners — from first-time filers to retirees, navigating complex tax situations. If your financial life has any complexity at all, you will benefit from working with us.

Yes. You can work with us all year, not just during tax season. We provide proactive planning, ongoing guidance, and timely support so you can respond quickly as your finances change.

Most people are. Common missed opportunities include home office deductions, retirement contribution strategies, business expense write-offs, education credits, and energy efficiency credits. A strategy consultation is the fastest way to find out. We review your prior returns as part of our onboarding process and frequently identify overlooked deductions.

Yes. We handle prior-year returns and amendments. Getting current is always the right move, and we will guide you through every step — from filing missing returns to guiding the set-up of payment arrangements with the IRS if needed.

We stand behind our work. If you receive an IRS notice or are selected for an audit, we will represent you and handle communication with the IRS directly. You will not have to face that process alone.

Absolutely. We use encrypted, secure client portals for all document sharing and communication. Sensitive data is never transmitted via unprotected email. Your privacy and security are a top priority.

Keep records for at least three years after the filing deadline, which is the standard IRS audit window. If you have self-employment income from multiple sources, keep records for six years. Retain records of investment purchases for as long as you own them, and keep records of significant home improvements until you sell the property.

You start with a consultation. We review your goals, gather the right documents, and map out a clear filing and tax strategy. Then we handle the details and keep you informed at every step.