Frequently Asked Questions
Your Questions, Answered
We believe informed clients make better financial decisions. If you don’t find what you’re looking for, call our Eustis office (352) 483-1100 or our Clermont office at (352) 243-1238.
Yes. We prepare federal and state income tax returns for individuals, including complex returns involving rental properties, investments, major life events, and international income.
Core services are included in your standard tax preparation fee. Premium services are advisory or planning-level engagements billed separately at an additional rate. You can view the full breakdown on our Business Services and Individuals, Estates & Trusts pages.
We have deep experience with construction, real estate, and restaurant businesses. We serve all types of privately-owned businesses including, healthcare practices, nonprofits, professional service firms, and retail businesses.
We do not offer free consultations. Most initial meetings involve substantive tax and business advice, so we charge a $200 fee for a one-hour consultation.
Yes. Entity selection and setup is available as a Premium service. We assist with entity selection, state filing, tax ID applications, and required tax registrations.
QuickBooks and bookkeeping assistance, payroll reporting, and bookkeeping cleanup are Core services included in our standard business engagement. We provide payroll services as a supplemental service to our tax and accounting clients. We do not provide stand-alone payroll services
Yes. IRS Representation is a Core service for individuals, businesses, estates, and trusts. We handle IRS correspondence, audit representation, and the IRS Collections process for active compliance matters. Note: back tax preparation for non-filers who need to catch up on delinquent returns is handled as a separate engagement — contact us to discuss.
Yes. Estate and trust income tax preparation (Form 1041) is a Core service, covered under our Individuals, Estates & Trusts page. Advisory services — estate and trust planning and administration — are available as Premium services.
Yes. We provide secure virtual accounting services for clients throughout Florida, nationwide, and internationally.
Yes. Tax planning and projections are available as a Premium service for clients who want proactive guidance throughout the year, not just at tax season.
Eustis Office: Monday – Thursday 8:00 AM – 5:00 PM, Friday 8:00 AM – 12:00 PM.
Clermont Office: Monday – Thursday 8:00 AM – 5:00 PM, Friday 8:00 AM – 12:00 PM.
Weekend appointments are available by appointment only at both locations.
Call our Eustis office at (352) 483-1100 or our Clermont office at (352) 243-1238, or use the Schedule a Consultation button above.
Both offices offer the same full range of Core and Premium services. Eustis: 2310 S Bay St, Eustis, FL 32726. Clermont: 1645 East Highway 50, Suite 202, Clermont, FL 34711.