Tax Preparation
Services
Tax Preparation
Services
Accounting
Services
Accounting
Services
Tax
Planning
Tax
Planning
We specialize in proactive tax planning for individuals and businesses ensuring to legally lower taxes by optimizing current tax strategies.
Tax, accounting, and retirement planning—working together to help you keep more of what you earn and hit your financial targets.
Located in Winter Park. Year-round, on your terms— office or virtually.
Our team consists of certified tax professionals with years of experience in the industry. We are here year-round and stay up-to-date with the latest tax laws and regulations, ensuring that your tax returns are prepared accurately and in compliance.
We are excited to introduce Winter Park, Florida with Small Business Accounting Services, designed to help you achieve financial stability and focus on what you do best—growing your business. Our team of experienced professionals is committed to providing you with personalized, reliable, and cost-effective accounting solutions.
We understand the importance of securing your financial future and ensuring a comfortable retirement. That's why we are excited to introduce our comprehensive Financial & Retirement Planning services designed to help you achieve your retirement goals.
Our team steps in, speaks to the IRS for you, and builds a plan to reduce what you owe and stop enforcement.
Simple, practical estate planning for busy families—wills, powers of attorney, healthcare directives, and beneficiary reviews. We organize the essentials, coordinate with your attorney, and align everything with your tax plan so your wishes are clear and your loved ones are protected.
Meet Your Trusted Tax & Accounting Partners
Bette Cohn
Daisy Lopez
Annette Martinez
Karen Barte
F. (407) 636-7001
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