
Your tax return tells the story of your financial year and can help uncover ways to legally lower your taxes moving forward. By reviewing your income, deductions, credits, and expenses, we can identify opportunities to maximize savings, adjust withholdings, increase retirement contributions, and make smarter financial decisions throughout the year. Tax planning is all about being proactive instea

I have been preparing tax returns since 2005. I started out doing my own, expanded to a few family members and now I have quite a few return customers who keep me busy with referrals! This year, I was selected to assist Turbo Tax customers via phone. I don't think I will forget that experience and, if they want me to do so again in the future, I would be happy to! That experience teaches you a lot

I have found that quite a few bookkeepers decide not to prepare their client's tax returns. I would like to partner with them to give their clients a complete package at tax time.
Phone: 727 359-7433
Email: roosevelt@rmooreservices.com

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