Taxes


Accounting


Financial Planning

Experience
Counts

We have been doing this a long time. We prepare a large number of tax returns each year. We have a huge number of satisfied clients

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Tax
Preparation

Our team of professionals know the tax code better than anyone else and work harder to get you the maximum refund. We stand behind our work because we treat every tax return as if it was our own.

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Financial
Planning

experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.

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About Us

Financial Services since 1979

Former Regional Vice President for Waddell and Reed serving all of Florida

Financial Planning

We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals

Active with local church

Family man married since 1990. Active in the local community

Insurance

Licensed in Life, Health and Variable Annuities

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Our
Services

Tax Preparation

We ask the right questions to find the credits and deductions others might miss. You work hard for your money, you deserve every dollar back.

Accountng

If you are looking for an accounting firm that can assist you in all aspects of your accounting needs, call us

Financial Planning

we begin every client engagement with a personalized financial plan that includes more than just investment recommendations.

Bookkeeping, Payroll

We can provide those other services if you prefer not to do them in house. Give us a call so we can discuss it.

Happy
customers

we have them

our team of hardworking people are committed to the highest level of service. We have served our clients in the tampa bay area for many years.