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2770 Indian River Boulevard
Suite 301
Vero Beach, FL 32960

Combining Accounting, Tax, Financial Services

(772) 778-1922


Tax Planning and Tax Preparation Services

Are you interested in taking advantage of legitimate opportunities to decrease both your current and future tax liabilities?  My tax planning services include practical and timely solutions for all your tax planning needs. As a CPA firm, I stay on top of all the current tax laws, because I understand that proactive, year-round tax planning is the key to minimizing your tax liabilities and maximizing your growth opportunities.

I have been working with individuals, small businesses, estates, and trusts located in Vero Beach and the surrounding communities including Sebastian, Barefoot Bay, Micco, Malabar, Palm Bay, Port St. Lucie, Palm City and Fort Pierce for over 20 years.

Are you interested in just having your tax return prepared? That is also a service that I provide for my existing clients. Unfortunately, I am unable to accept new clients at this time who only want to have their 2016 personal income tax return prepared. However, if you are interested in our other services (as described on the other pages of this website), then I may be able to also accommodate your 2016 tax filing needs as well. Please contact me to discuss. 

When it's time to file your tax returns, I strive to make your tax filing experience a relatively simple process for you.   

My tax planning and tax preparation services include

  • Preparing tax returns for businesses, estates, trusts, individuals, etc.
  • Tax planning services for you and for your business
  • Payroll tax returns
  • Sales tax returns
  • Succession planning
  • IRS audit representation
  • And more