Professional Tax Consultants

At Our Tax Experts, we are dedicated to helping our clients achieve financial success. We believe in providing personalized attention and a commitment to service that not only addresses today's needs but also tomorrow's plans. Our team of experienced professionals is committed to delivering timely, thorough, and accurate services to help our clients reach their financial goals.

Professional Designations

Our team of professionals includes Enrolled Agents, Certified Financial Professionals, Certified QuickBooks ProAdvisors, Accredited Tax Accountants, and Accredited Business Accountants. Our Enrolled Agents are licensed and regulated by the United States Treasury and can practice in all states preparing taxes and representing taxpayers who have problems with the IRS. Every year, our Enrolled Agents take at least 16 hours of continuing education, with a total of 72 hours over a three-calendar-year period, to ensure they remain up-to-date with the ever-changing tax laws.

Services Provided

At Our Tax Experts, we offer a variety of services, including traditional accounting, tax planning, preparation, and representation. Our tax and financial planning services include individual income tax, business tax (Sole Proprietors, LLC's, Partnerships, Corporations), and representation before the IRS. We also provide financial planning, accounting and bookkeeping, monthly bank reconciliations, financial statement generation, payroll processing, payroll/sales/use tax returns, and QuickBooks consulting, setup, training, and support.

QuickBooks and Payroll Software

At Our Tax Experts, we are adept at implementing technological solutions, including QuickBooks and the latest Payroll Software. We support QuickBooks Basic, Pro, Premier, Premier: Contractor Edition, and Premier: Nonprofit Edition. Our team of Certified QuickBooks ProAdvisors has the software, support, information, and resources necessary to give outstanding service and support to our QuickBooks and small business clients.

Our Tax Experts Team

Our team includes experienced professionals with over 30 years of experience as practicing certified public accountants, specializing in tax and financial planning, transactional structuring, and tax compliance strategies for businesses of all sizes, as well as estate and financial planning for small business owners and high net worth individuals. Our team is knowledgeable in Microsoft Excel, Word, and PowerPoint, with strong organizational, analytical, and problem-solving skills.

Education and Memberships

Our team members hold various degrees and certifications, including Juris Doctor, Bachelor of Arts, Certified Public Accountant, Enrolled Agent, Certified Financial Planner, and Accredited Tax Accountant. Our team members are also members of various professional organizations, including the National Association of Enrolled Agents, Florida Society of Enrolled Agents, National Association of Tax Professionals, National Society of Accountants, and Florida Society of Accountants.