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Tax preparationYour return, prepared by a person who reads it.
Individual and business returns, filed accurately and quickly. Work with us online from anywhere in the US, or come in by appointment if you are in Southwest Florida.
Free 15-minute call. A clear price before any work starts.
Two ways this usually goes wrong: software that asks the wrong questions, or an office that files you and forgets you.
We do it the other way round. You get a checklist built for your situation, a person who reviews the return before it goes anywhere, and the same person to call in August when something comes up.
What we prepare
Returns we handle every week.
W-2 families and individuals
Credits you qualify for, refund options explained in plain English, filed electronically.
Self-employed and 1099
Schedule C, expenses organised, and quarterly payments planned so April is not a surprise.
LLCs, S-corps and partnerships
Business returns plus the owner's personal return, kept consistent with each other.
Rental and real estate
Schedule E, depreciation carried correctly year to year, and sales handled properly.
Prior years and amendments
Unfiled years, and corrections to returns that were already filed. See IRS help if a letter has already arrived.
Multi-state
You moved, worked in another state, or own property outside Florida.
Three steps. Zero stress.
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
A private encrypted link. Photograph documents with 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.
Working with us remotely
Remote is the default, not a fallback. Documents go through an encrypted upload link, we review the return with you on a call or a video where you can see the screen, and you sign electronically. Clients in other states work with us exactly the same way.
If you are in Fort Myers, Cape Coral or Naples and would rather do it in person, we take appointments. See tax preparation in Fort Myers.
What it costs
Price depends on how complex the return is, and you hear the number on the free call before any work starts. We never charge a percentage of your refund. For what the market charges around here, see how much tax prep costs in Southwest Florida.
Not sure we are the right fit?
If your situation calls for something we do not do, we will say so on the call. CPA, Enrolled Agent or tax preparer covers how to tell which one you need.
Tax prep questions.
Do I have to come to an office?
No. Most of our clients never do. You get a secure upload link, we go through the return on a call or video, and you sign electronically. If you would rather sit across a desk, we do that by appointment in Southwest Florida.
How long does it take?
Once we have everything, most individual returns are prepared and reviewed within a few business days. What slows returns down is almost always a missing document, so the checklist you get on the first call is there to stop that.
What do I need to send you?
Your ID, last year's return, and the income documents for the year: W-2s, 1099s, mortgage and student loan interest, childcare, tuition, and anything from a brokerage. If you have a business or rentals, add the books or a summary of income and expenses. You get a checklist built for your situation, so you are not guessing.
Can you file my state return too?
Yes. Florida has no state income tax, so many Florida-only clients file federal alone. If you moved during the year, worked in another state, or own property elsewhere, you will likely need a state return and we handle those.
What if I already started in TurboTax?
Send us what you have. Starting in software and stopping is common, usually at the point where something did not fit the questionnaire. We take it from where you stopped.
Can you fix a return I already filed?
Yes. An amended return corrects a filed one, and there is a three-year window from the original filing date to claim a refund. Bring the original return and what changed.
Start with a free call.
- Fifteen minutes
- A clear price up front
- In English or Español