Getting Ready For Tax Season

Tax Success

On Tuesday, January 27, the IRS begins accepting returns. Those who file early received their refunds within 7-10 days. Those submitting after March 1st about 2 weeks plus. We encourage you to prepare your tax files now.

Remember, your investment company posts their 1099/DIVD’s online by Feb 1st.

 There is a printable tax checklist of what is needed in this tab.


For NEW clients, bring a check copy, FL DL and your 2024 return. Your return will be completed in 2-3 days. Our fee for new requests is $125.


If you’re new with us to file taxes, we need your previous year tax return. 


Please call 727-688-0448 with any questions. You may drop off your paperwork anytime at 9500 Koger Blvd, Suite 111, Pinellas Bldg., St. Pete.”


The Filing Deadline is April 15th (can be extended)


TAX CHECKLIST

Scheduling A Tax Appointment

Take Control Over Your Finances

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.