Tax Planning
Projections, entity choices and timing moves made before the year ends, while they still change the result.
Services
Tax help for every season of the year
Eleven services, one Enrolled Agent. Start with the one you need now. Most clients end up combining two or three, because books, filings and returns are really one system.
Tax Planning
Tax Preparation
Individual returns with the complicated parts: self-employment, rentals, investments, crypto and prior years.
Business Tax Returns
S-corporation, partnership, C-corporation and sole proprietor returns, plus advice on which entity fits.
Quarterly Filings
Form 941, Form 940, Florida reemployment tax (RT-6) and sales tax (DR-15), filed on time every time.
Accounting & Bookkeeping
Monthly books, reconciliations and financial statements, plus catch-up when the shoebox got out of hand.
IRS Representation
Letters, audits, back taxes, unfiled years, liens and levies. Jerome speaks to the IRS for you.
IRS Payment Plans
Owe more than you can pay at once? Set up the right installment agreement and stop collection.
Estimated Taxes
Know what to pay and when, so there is no penalty and no April surprise.
K-1s, Estates & Trusts
Partnership and S-corp K-1s, estate and trust returns (Form 1041), and basis tracking.
Non-Resident & Expat
1040-NR for non-residents, FIRPTA on Florida property sales, and U.S. citizens living abroad.
Remote Tax Preparation
Upload securely, meet by phone or video, sign online. Same care, no drive to the office.
Not sure where to start?
Start with the problem, not the service name
Tell Jerome what is going on in one or two sentences. He will point you to the right service, or tell you honestly if someone else is a better fit.
"I got a letter from the IRS."
Start with IRS representation. Do not wait for the deadline on the notice.
"I have employees and I am behind."
Start with quarterly filings: 941s, RT-6 and sales tax, caught up and then kept current.
"I paid way too much last April."
Start with tax planning, ideally before the year ends.
Book a consultation
It's always tax time. Let's get ahead of it.
Tell me what is going on with your taxes or your business. A short call is usually enough to know the next step.