Tax preparation, prior-year filing, and IRS transcript review for St. Petersburg & Tampa Bay.
No digging through old paperwork before your appointment — we retrieve your records straight from the IRS.
See How It WorksUsually just 6 years to get current
You may be owed a refund — but the clock is ticking
No judgment. Ever.
A tech-enabled differentiator most boutique practices don't have — useful whether you're filing one year or catching up on several.
Clean, simple, low-friction — takes minutes online.
Directly from IRS.gov, automatically and securely.
Errors, missed deductions, unfiled-year exposure — found early.
A plain-English explanation and a clear next step.
Individual, self-employed, or business — Schedule A, C, D, or E — pricing reflects the return, not the refund. Every engagement starts with a clear quote.
W-2, itemized deductions (Schedule A), investment income and capital gains (Schedule D), rental property (Schedule E), and multi-state filings — handled personally.
Schedule C, LLCs, S-Corps, K-1s, and quarterly estimates for Tampa Bay's independent workers and business owners.
Automatic transcript pull from IRS.gov — reviewed for errors and unfiled-year exposure, for any filing type.
We pull your official IRS transcripts first, so you know exactly what's outstanding before we start. No guesswork, no judgment — just a straightforward plan to get current.
More common than you'd think — here's who typically comes to us for this.
Due diligence and lender review both require filed, accurate tax history before a sale can close.
A CP59 or substitute-return notice isn't the end of the world. We'll read it, explain it, and tell you what to do.
Finally got paid and afraid of what you owe? We find out exactly what's outstanding before anything else happens.
Lenders typically require the last 2–3 years of filed returns before they'll approve a loan.
Courts and trustees require recent, accurate filings — we get you current so the process can move forward.
Flat rate per return, with a discount once you're filing three or more years together.
per year — W-2 based
on year 3 onward, same engagement
per year — self-employed or business
Our roots start with three years of VITA volunteer work — 5,000+ returns filed for St. Pete neighbors, beginning with helping veterans access stimulus funds during COVID. Five years in, we serve clients across Florida, in person and virtually. We know taxes. We know you.
Steve's tax work has earned a 5-star reputation across 200+ online reviews from Florida clients over the past five years — search his name and see for yourself.
Book a free consultation — no pressure, no judgment, just a clear next step.
The information on this website is provided for general informational purposes only and does not constitute tax, legal, or financial advice. It should not be relied upon as a substitute for consultation with a qualified tax professional regarding your specific circumstances. Use of this website does not create a client relationship. Tax laws and IRS procedures are subject to change and vary by individual situation.