3825 Avalon Blvd, Milton, FL
850-665-3666
Our mission statament is:
"To increase the wealth of every client"
Very few new clients accepted, too old and grumpy
If we do - read about our pricing here
We NEVER answer pricing inquiries from non-clients
Tax Return Pricing: You may not need me.
Your failure to plan is NOT someone else's emergency
(Get to me as soon as you know - before it becomes a big problem)
HOURS: BY APPOINTMENT ONLY
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(Just click the image to launch to the section)
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Tax Articles for fun and profit...
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Real Estate - Stuff maybe you never thought of...
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Investment info your financial planner very likely doesn't know...
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Frequently Asked Questions Here:
How does a "Real Estate Exchange" work?
Why short-term trading is a bad policy in a taxable account, and why brokers do it anyway..."
Can I do my taxes remotely? - YES - just call or email
Our incoming president has stated that he wants to eliminate the Income Tax - I am all in - but I have a suggestion - In addition to the proposed tariffs, I recommend the Fair Tax be implemented.
read all about it at:
I wrote it a few years ago, the tax references are a bit dated, but still very relevant.
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External Links:My new book "Enlightened Regressivism" is now available on line for free. If you are interested, click the image below...
NOTE: This was formerly a Youtube link, but I was told it was not working and so had been banned - likey because it is conservative funny, it is in no way vulgar, just funny - now it is a Facebook link (I don't use facebook) but better get your laughs now because FB is bound to ban it too...
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