Free financial literacy workshops across South Florida, a monthly plain-language email on what changed and what's coming due, and the tools people ask us for most.
We run sessions on how taxes actually work, what deductions exist, and how to build wealth on an ordinary income, because informed clients make better decisions, and because most people were never taught any of it.
Community sessions are free. Bring us a room and we'll come talk.
Bring a Workshop to Your GroupOpen sessions on the basics: what your return actually says, and what you're allowed to claim.
Entity structure, quarterly estimates, what to keep and why. For owners and the people about to become one.
Built around the group in the room. We've done congregations, associations, and neighborhood groups.
An hour for your team on withholding, credits, and why their refund is what it is.
Short, timed to the calendar. What's due, who it applies to, and what happens if it slips.
If your group needs a topic we haven't listed, say so. We'd rather build it than send you a brochure.
The IRS "Where's My Refund" tool updates once a day. You'll need your filing status, SSN or ITIN, and the exact refund amount.
Photo ID, Social Security or ITIN documentation for everyone on the return, all income forms, and last year's return if you have it.
April 15 for individual returns. Quarterly estimates on April 15, June 15, September 15 and January 15. December 31 closes the planning year.
Community sessions are free. Employer lunch-and-learns and small-business sessions are low-cost and depend on group size and travel.
Ask us. If it's a group that would benefit, we'd rather run it than argue about a fee.
Ten is a comfortable floor for a room session, but we've done smaller for church groups and business associations. There's no hard minimum.
Yes. Video works well for the deadline briefings and the small-business sessions. The community workshops land better in person. People ask more questions when they're in a room.
It's one or two emails a month about what changed, what's coming due, and the moves worth making before the year closes. Plain language, no jargon.
It is also, obviously, from a tax firm. We're not pretending otherwise. We just don't waste your inbox.
No. Plenty of subscribers file elsewhere or file themselves. Read it for a year and never call us and that's fine.
One click at the bottom of any email. We never sell or share your information, and the content is general tax education rather than personalized advice.
Djenald runs free financial literacy sessions across South Florida because most people were never taught any of this. No pitch at the end, and no obligation if you'd rather just subscribe.