Tax Preparation & Planning

Small Business Accounting

Financial & Advisory Services

  • Individual and Business tax returns
  • IRS and State e-filing
  • Tax strategy and year-round planning
  • Amended returns / prior-year corrections
  • Fractional CFO services
  • Financial reporting, bookkeeping & payroll
  • Quickbooks setup and training
  • Business startup consulting
  • Budgeting and cash flow management
  • Tax-saving strategies for business owners
  • Retirement and investment tax guidance
  • Audit support & IRS correspondence assistance

Proudly Serving Citrus County, Florida

  • Beverly Hills
  • Crystal River
  • Hernando
  • Homosassa
  • Homosassa Springs
  • Inverness
  • Lecanto
  • And surrounding communities

Your taxes prepared at your residence or place of business

Tax time is always a stressful time.  Let us minimize that stress through preparing your taxes in the comfort of your home or place of business.

No more forgetting a document and having to go home and return to your tax preparer’s location.

We come to you.  We review your documents.  We prepare your return.  We e-file your return.

Simple — Easy — Hassle Free