Fast, Accurate & Secure Tax Preparation
Specializing in Complex Cases, Seniors & Veterans
About me
I’m an Enrolled Agent with 30+ years of experience in tax preparation and IRS representation. I help individuals and small businesses with everything from straightforward returns to multi-year clean-ups, audits, and notices—always with clear explanations and year-round support. I’m an IRS-authorized e-file provider (valid PTIN/EFIN).
How I work (read this if you prefer local service):
I’m a Florida-based, virtual firm serving clients nationwide. Most work is completed by phone/Zoom through an encrypted, secure client portal for all sensitive information. If you specifically need in-person service near the Florida Panhandle, let me know and I’ll advise on options.
Services
Individual & Business Tax Preparation (Federal & State)
IRS Representation: notices, payment options, collections
Multi-Year & Back-Tax Filings
Small Business & Self-Employed Tax Solutions
Senior & Veteran Tax Planning
Secure Virtual Tax Prep (nationwide)
Why clients choose me
✅ Proven expertise: 30+ years, IRS representation experience
✅ Specialized knowledge: seniors, veterans, and complex filings to include small business, rental properties and self employed
✅ Accuracy & compliance: returns reviewed for maximum benefit
✅ Security & convenience: encrypted, secure portal and paperless workflow
✅ Personal service: plain-English explanations and guidance
What to expect
Free, no-obligation consultation
Transparent pricing—no surprises
Step-by-step guidance and prompt answers
Private document exchange via an encrypted, secure portal
A return you can file with confidence
Service areas
Virtual service across the U.S.; limited in-person by appointment in Florida.
Let’s get started
Send me a message here on Thumbtack. Whether it’s a simple return or a complex IRS matter, I offer affordable, practical solutions and personal attention.
