PERSONALIZED PROFESSIONAL SERVICES
Since 1982, we have been working with hundreds of individuals and small to medium-sized businesses. Our purpose is to provide clients with highly personalized tax, accounting, and financial advice. By providing the best service possible at competitive and affordable fees, we have formed countless rewarding business relationships thoughout the Jupiter area and have helped our clients grow. In fact, almost all of our new business comes from client referrals.
Our office consists of two tax professionals: Mary Ann Phillips CPA and Alycia M Phillips EA **[SEE BELOW - 'What is an Enrolled Agent']
We offer accounting and tax preparation for a wide variety of clients. We specialize in:
* tax return filing and tax planning for individuals
* bookkeeping and financial statements for small businesses
* corporate tax return filing
**WHAT IS AN ENROLLED AGENT?
Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, attorneys and CPAs may represent taxpayers without limitation before the IRS. EAs advise and represent taxpayers who are being examined by IRS, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. EAs prepare tax returns for individuals, partnerships, corporations, estates, and any other entities with tax-reporting requirements. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.
OTHER FIRM INFO
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations, the IRS and software companies keeps the firm on the "leading edge" of ever-changing tax laws, accounting methods and filing alternatives.
Computerized offices and internet fast-access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Federal Estimated tax payments can now be setup to be direct debited automatically at the time your return is prepared. Ask about this service when you have your return prepared.
Visit the "Services" area of our site to learn more about the many accounting and tax services available to individuals and businesses. Your first one-hour consultation is offered at no charge!
Visit the "Contact Us" page for information regarding how to reach us via telephone using e-mail, text or mail.
Feel free to contact the office anytime. We're here to help.