Your tax team in Southwest Florida.
Fort Myers, Cape Coral, Naples and the towns in between. Meet us in person by appointment in Fort Myers, or do it all online.
Online across the US. In English or Español. Vea esta página en español.
We prepare returns, keep books and help with IRS letters for people and small businesses across Lee and Collier counties.
Each town has its own page, because the questions differ.
Fort Myers
Part-year residents, storm losses and small business returns. This is where we meet in person, by appointment. Also North Fort Myers, Lehigh Acres, Estero and Bonita Springs.
Cape Coral
Contractors and trades on 1099s, short-term rentals and people who just moved to Florida.
Naples
Part-year residents, investment income and rentals, plus the K-1 that turns up in March.
Same team, wherever you are
Online or in person, it's the same people and the same work. Tax preparation and IRS representation, with an Enrolled Agent on the team. Prices are on the pricing page.
Southwest Florida questions.
Can we meet in person?
Yes, by appointment in Fort Myers. Most clients in Southwest Florida work with us online because it's faster, but if you'd rather sit down and go through it, we set a time. Nothing about the work changes either way.
Which areas do you cover?
All of Lee and Collier counties for in-person appointments: Fort Myers, Cape Coral, Naples, Lehigh Acres, Estero, Bonita Springs and the towns in between. Online, anywhere in the US.
I live here half the year. Can you still do my return?
Yes. Part-year residents are common here. Residency turns on more than where you sleep, so we look at the whole year with you before anything is filed.
Do you work in Spanish?
Yes. Every call, every document request and every answer can be in Spanish.
Meet us in Fort Myers, or from your couch.
A free 15-minute call · In person by appointment · English or Español