Business Details
33 Years
experience
Trusted Tax and Business Advisory Services in Leesburg, FL
We are dedicated tax professionals committed to transforming the way clients approach taxation. With decades of combined experience, we specialize in navigating complex tax codes to deliver personalized financial strategies. Our team has earned recognition as thought leaders, contributing expertise to national media outlets and industry discussions. Founded in 1993, our firm has evolved from a one-man practice into a multi-generational team serving individuals and businesses nationwide. We prioritize human-centered service, treating every client with the care and respect exemplified by our founding principles. Our crisis relief initiatives have secured over $8.5 million in government assistance for disaster victims, demonstrating our commitment to community impact.Through virtual consultations, we provide accessible expertise in tax planning, business advisory services, and student loan optimization. Our dual-certified professionals offer unique value in integrating tax strategies with long-term financial planning. We maintain transparency in all operations, charging no fees for crisis-related services while delivering premium expertise at accessible rates.
Services
Tax Advising
Business Tax Services
Crisis Advising
Student Loan Planning
Tax Preparation
Audit Representation
Sales Tax Assistance
Bookkeeping
Payroll Services
Business Formation
Details
- Year established: 1993
Highlights and features
- 30+ years of combined experience in tax code navigation and financial planning
- Dual-certified professionals with EA and CSLP credentials
- Complimentary crisis relief services with $8.5M+ secured for disaster victims
- Virtual consultations combining personalized service with technological convenience
- Multi-generational team maintaining founding principles of integrity and care
Associations and certifications
- Enrolled Agent (EA)
- Certified Student Loan Professional (CSLP)
What people say
Expert crisis navigation
Proactive planning
Compassionate service
Accessible expertise
Community-focused
Services
Tax Advising
Our year-round tax planning service helps clients optimize financial decisions. We analyze spending patterns and income streams to identify tax-saving opportunities. With personalized strategies, we help individuals and businesses maximize refunds while maintaining compliance with evolving regulations.
Business Tax Services
Comprehensive support for business owners covering formation, payroll, and sales tax compliance. We help structure businesses for tax efficiency and provide audit representation. Our services include quarterly tax planning to minimize liabilities for companies of all sizes.
Crisis Advising
Specialized guidance for financial crises including natural disasters and pandemics. We help clients access government relief programs with no service fees. Our team has secured millions in assistance for hurricane victims and pandemic-affected businesses through expert application navigation.
Student Loan Planning
Integrated tax and student loan strategy service for debt management. We optimize repayment plans and tax filings to reduce overall financial burden. This specialized service combines tax code expertise with student loan repayment strategies for maximum savings.
Audit Representation
Professional representation during tax audits and IRS communications. Our experienced team handles all correspondence and documentation requirements. We develop audit response strategies to minimize penalties and resolve issues efficiently while protecting client interests.
People
Adam Markowitz
Founder & Lead Tax Advisor
Third-generation tax professional with Enrolled Agent and Certified Student Loan Professional credentials. Recognized by Forbes and Bloomberg as top tax influencer. Specializes in integrating tax strategies with community impact initiatives since 2007.
Jovanna Roman
Client Communications Director
Manages client relations and leads neurodivergent career programs. Brings enthusiasm and organizational expertise to tax season operations. Focuses on creating inclusive client experiences and team development initiatives.
Christina Schmitz
Accounting Professional
Young professional emphasizing kindness and diverse perspectives in financial services. Combines technical expertise with compassionate client interactions. Committed to advancing inclusive practices in tax advisory services through daily practice.
Amanda Tornow
Tax Services Specialist
Equestrian enthusiast providing personalized tax solutions. Balances professional growth with personal development. Focuses on client education and proactive financial planning for individuals and small businesses.
Ty Noboa
Team Development Coordinator
Committed to excellence and diversity initiatives. Focuses on expanding team capabilities while maintaining service quality. Brings fresh perspective to client support systems and internal training programs.
Questions
What tax services do you specialize in?
We specialize in individual and business tax planning, audit representation, sales tax compliance, and crisis-related tax relief. Our dual-certified professionals also offer unique expertise in integrating student loan strategies with tax planning.
How can tax planning benefit me?
Proactive tax planning helps identify savings opportunities throughout the year rather than just at filing time. We analyze spending patterns and life changes to optimize deductions and credits before they occur.
Do you help with business tax matters?
Yes, we provide comprehensive business services including formation guidance, payroll processing, sales tax compliance, and quarterly tax planning. Our team helps businesses structure operations for maximum tax efficiency.
What crisis relief services do you offer?
We assist with disaster-related tax relief programs for individuals and businesses. This includes hurricane recovery and pandemic-related assistance. We charge no fees for these critical services.
Can you help with student loan debt?
Our specialized service combines tax planning with student loan optimization. We help clients choose appropriate repayment plans and filing strategies to minimize total financial obligations through coordinated planning.
How do you handle audit situations?
We provide full audit representation services. Our experienced team handles all IRS communications, develops response strategies, and works to minimize penalties while protecting client interests throughout the audit process.
