Our Office
From Highland Beach to our door
1210 S. Federal Hwy, Ste. 102
Boynton Beach, FL 33435
Boynton Beach, FL 33435
10 min south from Highland Beach
High-net-worth tax planning
Highland Beach's coastal concentration of retired executives and business owners creates regular demand for Roth conversion planning, estate coordination, charitable giving strategies, and multi-state residency work.
Services offered
Full practice.
- Personal income tax preparation (federal + state)
- S-corp, partnership, and corporate returns
- Bookkeeping, payroll, and QuickBooks support
- IRS and state audit representation
- Business formation and Florida compliance
Have a specific situation?
Call the office and a human answers.
Common questions
- Do you coordinate with estate attorneys?
- Yes. Most high-net-worth clients have us work alongside an estate attorney; we coordinate directly to keep the tax and estate sides aligned.