Taxes

With 10 years experience, we focus on helping maximize refunds and lower taxes.  We conduct a thorough examination of your tax landscape and ask many questions to find every deduction.  

The prices are starting points. The price may vary depending on the complexity of the return. 

  • Discounts for military and hospitality clients.

  • Includes:

    • FREE review of previous year tax return​

    • FREE access to SmartVault

    • FREE tax planning for next year

    • Thorough consultation

    • Digital copies of all source documents

    • Digital copies of tax returns

Drop Off

  • Locked, secure drop box

  • I collect documents every Thursday.

  • Office open from 9 am to 5 pm Monday through Saturday

  • 475 West Town Place, Ste 205B, St Augustine, FL 32092

  • Client form and pen next to drop box

  • I will text and email when we receive documents

  • I will email or text if I have any questions

  • Once complete I will email return to review and e-sign

  • Turn around 2 weeks

Upload

  • Super secure online portal, SmartVault

  • Quickest service

  • Click button to fill out Client Form

  • Wait for email to set up access to SmartVault

  • View video on how to upload documents

  • Scan and upload all necessary items to Client Source Document folder under TY19

  • I will text or email with any questions

  • Once complete I will email your return to review and e-sign

  • Turn around 1 week

  • If you are a previous client, you can upload all docs to your SmartVault and send us a text.

Appointment

  • Click the Schedule Face to Face button

  • Choose a day and time that suits your schedule

  • I will receive your appointment time

  • I will send you a link to fill out the Client Form

  • I will send you a reminder text of the appointment 1 day in advance

  • Bring all your tax documents

  • I will sit with you and prepare the return, review last year's, and prepare for next year

  • Turn around 2 hours on appt day

All Clients Receive Access to SmartVault

Items Needed
  • W2s, 1099s, 1098s

  • Stock sales, dividends, interest, health ins

  • Previous year return

  • Driver's license

  • Voided check

  • Client Form

Upload Docs
Schedule Appt

904-257-6767

904-494-6496

475 West Town Place, Ste 205B

St Augustine, FL 32092

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