My office is open 9:00 AM - 5:00 PM Monday through Thursday. I normally take an hour for lunch. The office will be closed for all major holidays.

Use the IRS “Where’s My Refund?” tool to find up-to-date information about the status of your refund. You can access this tool by visiting www.irs.gov/refunds.

Secure File Pro is our online client portal offering a safe way to send and receive client information. I encourage clients to use this portal rather than email attachments for security purposes. For returns completed by other preparers, you can request an IRS transcript online or in person.

Unfortunately, I am unable to reset passwords or usernames on your behalf. Click “Forgot username or password” on the login screen for assistance.

Secure File Pro only allows one user per portal account. However, you may download documents from the portal and distribute them as needed. This is more secure than providing your username and password to other parties.

Please send me a copy of the letter so that I can advise you appropriately.

The IRS will contact you by letter, not by phone, to collect payment. These calls are always a scam.

I can help with contacting the IRS for things like back taxes owed, liens, levies, seizures, garnishments, IRS payment plans, etc. This is billed on an hourly basis.

Yes! I am a notary public for the state of Florida. I can notarize documents for a small fee.

Here’s a general list: Proof of identification (photo ID); Social Security cards for you, your spouse and dependents; Birth dates for you, your spouse and dependents on the tax return; Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers; Interest and dividend statements from banks (Forms 1099); A copy of last year’s federal and state returns, if available; Proof of bank account routing and account numbers for direct deposit such as a blank check; To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms; Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number; Forms 1095-A, B and C, Health Coverage Statements

My philosophy is this: you can file taxes quickly or you can file them correctly. I don’t do instant taxes because I want to ensure you’re getting thorough, accurate, and detailed attention. It’s worth the wait—I promise!