Now accepting appointments for upcoming Tax Season

Start date Jan 8th 2020

CALL (305) 626-4646




Serving Our Community

Our family-owned account service has been serving the community for over 10 years. Our team is dedicated support to provide both personal and professional financial services.



  • Original Social Security cards for yourself, your spouse, and your dependents 
  • Obamacare Form 1095 a; 1095 b or c Health Ins Card(s) 
  • Voided check or other note with the financial account and routing numbers, if you want to use direct debit or deposit for tax payment or refund  
  • W-2s for wages, 1099s for interest, dividends, retirement distributions,unemployment, state income tax refunds, etc. 
  • Tip income records 
  • Records of gambling profits and losses 
  • Cash income received record, such as from odd jobs and tips 
  • Alimony received 
  • Capital gains and losses records, such as brokerage account annual statements 
  • Form K-1s from any estates, partnerships or S-corporations. These usually are not sent out until March. 
  • Amount of IRA contributions 
  • Amounts paid for child care and to whom (name, address, SSN or EIN) 
  • Tuition and other education expenses paid for yourself, spouse, and/or dependents 
  • Student loan interest paid 
  • Record of any estimated taxes paid to IRS or a state 
  • Property tax receipts 
  • Form 1098 (or other) reporting home mortgage interest 
  • Receipts or record of medical, drug, and dental unreimbursed expenses, including medical insurance or long term care insurance premiums 
  • Itemized record of charitable gifts. Any over $250 must include a signed receipt from the charity 
  • Any records related to starting or operating your own business, including rental property 


 If you are self employed you're record keeping requires a bit more finesse. You need proof of every deduction you claim. NO RECEIPT = NO DEDUCTION. I always advise my clients to total up all of their receipts for business into separate categories such as supplies, advertising, repairs, etc. Then bring in the totals. This saves a ton of time for everyone and I guarantee will make your preparer very happy.  



 We developed strategies for both business and individual clients. And we work hard and long hours when they need us—even after tax season. So let us tackle your most pressing financial issues. Consider it done!