Services & Consumer Alerts

One of the largest expenses you have is the income tax you pay.  The only effective way to cut your taxes is to do regular tax planning.  Always consider the tax consequences of any transaction before the fact; seek professional assistance any time dollar amounts are significant.


I am committed to my clients, fostering trust & offering excellent service.  You can expect to receive personalized service, and information presented in simple to understand terms in the preparation of your Individual, Trust, and/or Estate income tax returns.



New Clients:

New clients must have a face-to-face appointment, so please call the office to schedule a convenient time to meet.  You should bring with you a copy of the last tax return filed so that carryover information can be captured for the current year tax return.  You should also bring the current year tax documents you have received.


Business Hours :

Tax Filing Season (February  through April:)

7:30 a.m. - 6:00 p.m.  Monday , Wednesday through Friday

9:00 a.m. to 5:00 p.m. Tuesday

Saturday (by appointment only)

Non -tax season filing months (May - January): 

By appointment 


Consumer Alert

Please note that the IRS does not initiate contact either by phone, nor by electronic communication, demanding payment or requesting personal and/or financial information.   If you do receive electronic communication or if you find a suspicious website that claims to be the IRS, please forward the suspicious e-mail or send the site’s URL by email to phishing@irs.gov. 


3872 N Tamiami Trail Ste A
Port Charlotte, FL   33952
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