Hello

Brand Goals

As the founder of ProFile Tax & Accounting Services LLC it is my goal to afford confidence and peace of mind to my clients, by taking the stress out of what can be tedious and challenging obligations of their personal and business lives. 

 

Differentiator 

Who I am at the core is the main reason my work stands out from others and that is because of my personal core values, courage, commitment, honesty, integrity, loyalty and discipline. These values were instilled in me from growing up in a small, proud and close knit family. These values were further cemented during my time as a platoon commander in the military. This is evident to clients by the honesty and the clarity with which the entire service process is carried out. I believe in integrity through competence and that is why each year I complete available continuing education, required or voluntary, in order to stay abreast of new developments in the industry and changes in tax laws. I am an Enrolled Agent which provides me unlimited representation of clients before all sections of the IRS. This is extremely important as in recent years the IRS has reduced the representation rights available to the average tax preparer. Unlimited representation rights are currently available only to Attorneys, CPAs and Enrolled Agents. 

 

We are a small and ambitious family business, and our size allows us the flexibility to deliver genuine personalized services to our clients. Our integrity is paramount, and is one of the main pillars of our business. Clients can rest assured that there will always be transparency in the handling of their business while all necessary measures will be taken to ensure the secure handling of client information to maintain their privacy. 

 

Background, Services and Qualifications 

I started preparing taxes back in 2008 with a small accounting firm in the West Palm Beach area. Within four years I had moved from a fledgling preparer to handling over four hundred clients a year. I moved on to start Advanced Tax Options and achieve my Enrolled Agent credentials. With over ten years in the industry I continue to expand my knowledge base and experience through industry and credential mandated continued education as well as personal research and professional associations. I am also a certified QuickBooks ProAdvisor for both QuickBooks Online and QuickBooks Payroll and provide bookkeeping and payroll services for our clients. 

 

The Promise

Choosing us means choosing a driven, competent and experienced team, capable of delivering genuine personalized service with integrity, and in a manner that will exceed your expectations. All this with the support and flexibility of the most current technological assets to smoothly maneuver our challenging  social and business environments.

 

Satisfied clients are the best thing about my job. Over the years I have established very special relationships with my clients as they rely on me for guidance in preparing their taxes, keeping their books and getting them and their employees paid, which can be a stressful endeavor for many. I take away that stress by providing the confidence that they will be handled properly. Like a lot of things in life, knowing what to expect usually makes it easier to deal with. It is my intention to continue to provide the confidence of these services.