Profile

The success of our partnership is built upon a long tradition of quality work. We were established in 1992 in Manhattan, New York, and relocated to Orlando Florida in 2002.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Our hopes and visions for this business revolve around serving clients well with personalized client service, accounting, payroll and diligent tax return preparation with plain-spoken explanations, conservative tax planning to protect the client’s financial future, and compassionate and honest representation for clients in tax-trouble. The client’s best interest is foremost in all that we do.

It became apparent to us that the delivery of tax services to people is, and has been, rapidly changing through technology. Over the years we have developed specialized expertise with tax issues involving citizens, nonresidents and resident aliens. We have a passion to practice in this highly complex area of tax law.

The people we have helped are from all walks of life from a struggling single parent, to a middle class family saving for their future, to a corporate executive, to a retiree with retirement income and investments. They have lived in one or more states during the year. Many have lived in a foreign country for all or part of the year.

Enrolled Agent

As an Enrolled Agent (E.A.) we have regulatory responsibilities to clients (can be found in IRS Circular 230 https://www.irs.gov/pub/irs-pdf/pcir230.pdf ), along with other requirements to keep licensure in good standing with the IRS. Most people have no idea what an E.A. is or what one does. The short version is that Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS in all 50 states. See more at http://www.naea.org/taxpayers/what-enrolled-agent.

We have represented and assisted taxpayers with IRS problems, audits, correspondence audits, missing refunds, computer generated notices (CP2000), tax levies and liens, abatement of penalties, tax identity theft, installment agreements, offers in compromise and appeals and all other IRS issues.

Certifying Acceptance Agent

As accepted by the IRS to be a Certifying Acceptance Agent (CAA), and per the agreement with the IRS, we can offer specialized help to people needing an Individual Taxpayer Identification Number for their tax returns. We work for the clients and am there to help them throughout the entire process from start to finish.

A Certified Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to file a Form 1040

Certified Acceptance Agents are required to complete formal Forensic Document Training to obtain the necessary skills to determine the authenticity of identification documents. The training must provide skills to effectively recognize fraudulent documents, such as, passports, driver’s licenses, birth certificates, visas, national identification cards, military and US State identification cards.

Staff Profiles