About Stephen
A tax practitioner who cares, and has the expertise to handle every aspect of your taxes. Stephen services a broad spectrum of clients from a variety of backgrounds. His clients trust him with complete access to their finances knowing that he safeguards that information and their trust while providing top-of-the-line taxation services.
His Background
After graduating from George Mason University in Economics in the top 10% of his class, Stephen ventured into the world of business and tax preparation. He quickly found his passion in the constantly changing world of taxation. Not content with only being a tax preparer, he pursued excellence in tax knowledge and became enrolled to represent taxpayers before the Internal Revenue Service as an enrolled agent. That specialized knowledge became the foundation of his tax business. He concentrates on:
Federal and State Income Tax Preparation
IRS Representation
Tax Structure Consultations
Tax Planning
Becoming a Pro
Stephen became known as the Jax Tax Pro, because over the past 17 years as a tax preparer and with tens of thousands of tax returns under his belt, he has amassed the knowledge and skill necessary to handle any tax scenario. Amongst the tax returns he handles with ease are:
simple to complete individual returns
Partnerships
C-Corporations
S-corporations
Non-profits
Trusts
More than just a seasoned tax professional, Stephen walks alongside clients year-round for their representation. Facing an audit, amendment, or any other taxation concern with the IRS, Stephen is there with the knowledge and expertise to handle it expediently and professionally.
Installment agreements
Abatement letters of penalties
The Difference An Enrolled Agent Makes
As an enrolled agent, Stephen is a federally authorized tax practitioner according to the U.S. Department of the Treasury. Beyond being a tax advisor, an enrolled agent is a representative who can handle tax issues such as audits, appeals and collections before the Internal Revenue Service. EA can advise and represent clients, as well as prepare tax returns for any entity with tax-reporting requirements.
Beyond the Numbers
When Stephen is not tackling business and tax challenges, he is a dedicated and busy husband and father of 3 boys and one little girl. A love for nature and physical activity is at the heart of his family. Stephen can often be found juggling 3 boys and participating in their extracurricular activities and team sports. Jacksonville is home and it’s where his heart his. Trust your tax needs to a professional who will treat you like one of his own.