Tax returns, bookkeeping, and planning for individuals and small businesses — and for Americans working abroad. You work directly with me, not a rotating staff.
The office
4532 W Kennedy Blvd, Ste 128
Tampa, FL 33609
Most clients never come in — everything runs through the portal. But you're welcome any time.
Book a time to come inMost people don't call a CPA because they're excited about accounting. They call because something is confusing, a deadline is close, or they suspect they're paying more tax than they need to.
I prepare individual and business returns, keep books that are actually current, and look ahead far enough that April isn't a surprise. Audit training taught me what holds up under scrutiny; years in industry finance taught me how real businesses actually keep records.
I keep the practice small on purpose. You get me on the phone, not a case number.
Kelvin
For people who'd rather spend their time on something else.
Federal and state returns for individuals and businesses. I tell you what I need up front, ask about what people forget, and send it for your review before anything is filed.
Monthly categorization, reconciliations, and statements you can actually read. Knowing where you stand shouldn't mean waiting for year end.
Payroll runs, quarterly and annual filings, deposits and deadlines. One less set of due dates on your calendar.
Entity choice, retirement contributions, timing, and the decisions that only help if you make them before December. Planning is where a CPA earns their fee — filing is just the paperwork afterward.
If you're a U.S. citizen earning income overseas, you still have to file — and the foreign account reporting rules carry penalties that catch people off guard. Most practices avoid this work. I don't.
The question everyone wants answered before they call. Answer four things, get a range.
The most common route to the foreign earned income exclusion, and the easiest to fail by accident.
Count every day you set foot on U.S. soil — vacations, work trips, even a layover counts as a full day.
344 days abroad · 330 needed to qualify
With 14 days to spare. Keep a travel log — the IRS can ask you to prove it.
Usually the biggest planning decision available to someone self-employed. Drag to your profit and see the arithmetic.
Tick what applied to you last year. Get a checklist built for your situation, ready to print.
Your return shouldn't be the first time you hear bad news about your taxes.
Click through the stages. No mystery, no chasing.
The ones that come up on nearly every first call.
Depends on what's in it, which is why there's an estimator above. The important part: you get a fixed price in writing before any work starts, and it doesn't change unless you agree to a change in scope first. No hourly surprises.
It's fixable, and you're far from the first. The IRS generally wants the last six years to consider you current. Filing voluntarily before they contact you is meaningfully better than waiting — penalties are often reduced, and there are formal programs for people who've been abroad.
Come talk to me. It's almost never as bad as people have built it up to be.
No. Most clients never do — documents go through the portal, questions happen by phone or message, and returns are reviewed and signed electronically. If you'd rather sit down in person, you're welcome at the office.
Yes. The U.S. taxes citizens on worldwide income no matter where you live, and that's separate from whatever you pay locally. The good news is the foreign earned income exclusion and foreign tax credit usually mean you owe little or nothing — but the return still has to be filed, and foreign accounts still have to be reported.
The reporting penalties are where people get hurt, not the tax.
No personal income tax, yes — but that's only one line. Florida businesses still deal with sales and use tax, reemployment tax, tangible personal property tax, and the annual report with the state. And your federal return doesn't get any simpler for living here.
Where Florida genuinely helps is planning: no state tax on retirement income or capital gains changes the math on timing decisions, and it's worth structuring around deliberately.
Often yes. When a storm gets a federal disaster declaration, the IRS usually postpones filing and payment deadlines for affected counties, and casualty losses may be deductible — sometimes on the prior year's return, which can mean a refund sooner.
Keep your insurance claim documents and photographs. Send them over and we'll look at whether it helps.
Yes, and it works better that way. When the books are current and I've been in them all year, the return is faster, cheaper, and there are fewer surprises. Planning conversations get more useful too, because we're looking at real numbers in October rather than guesses.
Send me the notice as soon as it arrives — most are routine and resolved with a letter. Representation is a separate engagement from preparation, so we'd agree on scope and fee before I start, but I'm not going to leave you to deal with it alone.
Safer than email, which is what most people default to. The portal encrypts everything in transit and at rest, requires a login, and only you and I can see your files. Please don't text or email Social Security numbers — that's the risk worth avoiding.
Existing clients: send documents, complete your tax organizer, check where your return stands, and pay invoices — all in one secure place.
Tell me a bit about your situation and I'll get back to you, usually within one business day.