Tax preparation, year-round tax planning, and accounting for individuals, self-employed filers, and small business owners across Broward County, in person at our Oakland Park office or entirely online.
Federal and state returns for individuals, families, gig workers and self-employed filers. Accurate, on time, and walked through with you before anything is filed.
Led by Djenald Richard, AFSP certified and IRS Directory listed.
See tax preparation →The year-round work that changes what you owe instead of just reporting it. Entity structure, retirement plans, quarterly strategy, year-end timing.
The one most people have never had. It's also the one that pays for itself.
See tax planning →Monthly bookkeeping, catch-up and cleanup, QuickBooks, payroll coordination and financial reporting. Books that support your strategy instead of fighting it.
Led by Claude Dolce, MBA in Accounting, CPA in progress.
See accounting →Clean books make planning possible. You can't strategize around numbers you don't have. Planning changes what the return says before the year closes. Preparation files the result.
Most firms sell the last step. We'd rather you never need to be surprised by it.
A clear look at where you stand and what your options are. Practical guidance on the decisions that shape your tax picture, not a product pitch.
Financial literacy is the whole point. 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.
For people who want to build their own practice. Learn the work properly, get supported through a first season, and start something that belongs to you.
We don't publish a price list, and that's deliberate. A self-employed return with a home office, a vehicle, and equipment purchases is not the same job as a single W-2. Pretending otherwise means someone is being overcharged or underserved.
So the first conversation is free. We look at your situation, tell you what the work involves, and quote it before anything starts. No surprises on the invoice.
A free 15-minute conversation. No documents needed to start, and no obligation after.