Individual Services

To better serve our clients, we are open year-round for tax consultations or to answer any questions regarding potential tax implications resulting from the inevitable changes in your life. We believe this helps us establish a better understanding of our clients’ individual needs and creates a comfortable environment in which we can develop a long-term relationship.

Although our clientele is highly diverse, Bob’s background as a Firefighter drew a lot of public service men and women into our office. Due to many years working with these individuals, we pride ourselves as specialists who are uniquely qualified to help those who protect and serve.

We offer both in person appointments and drop-off/mail-in options depending on your preference and/or physical location. Our in person tax appointments are pre-scheduled every year to ensure the priority of our current clients. We guarantee the same level of personalized service through our drop-off/mail in option, taking the time to contact our clients via telephone or email to discuss their current situation.

We will provide you with a quote for services based on your last year’s tax return. If you would like to make an appointment to meet with us in person or over the phone, please give us a call at (561) 368-0282 or email us at

We look forward to serving you!

Audit Protection

There has been a noticeable increase in IRS audits of personal tax return in the last few years. Our staff understands an audit can be unnerving as well as time consuming. As experienced tax professionals, we are better equipped to help you handle this situation and relive some of the burden. We will serve as your representative before the IRS, answering all inquiries from the audit for the low cost of 10% of your tax fee or a $50.00 minimum for each year. Although you must provide all your documentation requested under the audit, we will organize and present it in a way that coincides with the tax return prepared by our firm. This service must be selected and paid for at the time of completion of your tax return and is only available for personal income tax returns, Form 1040.

Personal Tax Services