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Are you ready for the IRS?

With April 15th right around the corner, how prepared are you for your tax return filing? As you compile the necessary documents and information for your personal or business tax return filing, you can use the Tax Filing Checklist as a helpful aid. Although some items may not apply to your situation, you can itemize what items you have at hand and those you may need to request from outside parties. Call me at (239) 595-5420 for assistance with your filing or a tax strategy consultation.

Contact us at (239) 595-5420 to schedule a consulation or click here to Email me.

The information contained herein is intended to be general in nature and is not meant to be relied upon as legal or tax advice. You should consult your legal or tax advisor for information specific to your circumstances.

  Available by Appointment:


999 Vanderbilt Beach Rd.

Suite 200

Naples, Florida 34108


Tele - 239. 595. 5420

Fax -  831.  597. 5420

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