Your taxes, handled. Fast, and done right.
We organize your paperwork, file accurately, and stay with you all year. No shoebox of receipts. No preparer who vanishes after April.
15 minutes, free, no obligation. In English or Español.
Ivo Ferrer, IRS-registered tax preparer (PTIN), and Jorge Liste, Enrolled Agent (EA). English and Español.
An Enrolled Agent on the teamJorge Liste, Enrolled Agent (EA). Member, National Association of Enrolled Agents. Look him up in the IRS public directory (opens in a new tab)
- Online nationwide, in person in Fort Myers
- English y Español
- Year-round, not seasonal
Taxes shouldn't feel like a scramble.
Most people we talk to aren't bad with money. They just never had someone keeping them organized.
We organize it with you
A simple checklist built for your situation, so nothing gets missed and nothing gets rushed.
We answer all year
IRS letter in August? Question about a new job? You'll get an answer from a person who knows your file.
We look for what you're owed
Credits and deductions you qualify for, explained in plain English, so you know exactly where you stand.
Organized. Guided. Ahead.
You bring the documents. We bring the plan.
- 1
Book a free call
Fifteen minutes to learn your situation. You leave with a clear price and a checklist.
- 2
Upload securely
We send a private, encrypted upload link. Snap photos from your phone. Never email your SSN.
- 3
We file. You relax.
We prepare, walk you through it, and e-file. Then we stay on call all year.
What happens on your free call
- We learn your situation
- You get a clear price up front
- We send your personal checklist
- No pressure, no obligation
Tax first. Everything else when you need it.
Tax preparation
Individual and business returns, prepared carefully, reviewed by a person, and filed fast. Online anywhere in the US, or in person by appointment in Fort Myers.
- W-2 families and individuals
- Self-employed, 1099 and gig workers
- Small businesses: LLCs, S-corps and partnerships
- Rental and real estate investors
- IRS letters, audits and back taxes, with an Enrolled Agent on the team
More services
Bookkeeping
Monthly books that make tax time easy.
IRS help
Audits, letters, payment plans and back taxes.
Business advisory
Entity setup, payroll questions and planning.
Tax debt and your credit report
What shows up on your credit report, and what doesn't, when you owe the IRS. Ask us on your free call.
Health insurance guidance
Marketplace plans and coverage questions.
Websites & tech for small business
Sites, SEO and simple automations.
Built for real life, not just simple returns.
Families & W-2 earners
The credits you qualify for, found and explained, with your refund options in plain English.
Self-employed & 1099
Expenses organized, quarterly estimates planned, no surprise bills.
Small businesses
LLC, S-corp and partnership returns, plus books that stay clean all year.
Real estate investors
Rentals, depreciation and Schedule E handled with care.
Our advisors.
You'll always know who's doing your taxes, and they still answer in August.
Ivo Ferrer
Advisor: taxes, books & tech
IRS-registered tax preparer (PTIN). He prepares returns and keeps the books for families, the self-employed and small businesses.
Jorge Liste
Enrolled Agent (EA)
Enrolled to practice before the IRS. He handles business returns, IRS letters and audits, and ITIN applications.
Good questions, straight answers.
How much does tax preparation cost?
It depends on how complex your return is. On the free call we look at your situation and give you a clear price before any work starts. No surprise fees.
Do I need to live in Florida?
No. We're based in Florida and work online with clients across the United States. In Southwest Florida you can also meet us in person, by appointment in Fort Myers.
Is it safe to send my documents online?
Yes. You upload through a private, encrypted link, never regular email. Access is limited to your preparer and protected with multi-factor authentication.
Can you help with prior-year returns or IRS letters?
Yes. We handle unfiled prior years, amended returns and IRS notices, and we stay with you until it's resolved.
I already have a preparer. Is switching a hassle?
Not at all. Send us last year's return and we'll take it from there. Most people are set up in one call.
¿Hablan español?
Sí. Atendemos en inglés y en español, por llamada, video o mensaje. Reserve su llamada gratis de 15 minutos cuando guste.
Let's get you organized.
The quickest way in is a free 15-minute call. Rather write first? Send a quick question and we'll reply within one business day.
- 1Pick a time, or send us a quick question.
- 2If you write, we reply within one business day.
- 3On the call, you get a clear price and your checklist.
Prefer email? hello@zoltadvisors.com