Business Details
48 Years
experience
Emergency
services
Your Trusted Tax & Financial Planning Experts in Fort Myers
For over 45 years, our team has provided comprehensive tax and financial services to individuals and businesses. We specialize in proactive tax planning, preparation, and strategic consulting, helping clients navigate complex financial decisions throughout the year. Our expertise extends to business formation, audit representation, payroll services, and retirement planning, ensuring tailored solutions for every client.With a focus on minimizing tax liabilities and maximizing financial returns, we serve as a trusted partner for long-term financial success. Our licensed real estate division further supports clients in property transactions. Client testimonials highlight decades of personalized service, professionalism, and expertise from our dedicated team members, including seasoned professionals with over 40 years of experience.
Services
Tax Preparation
Tax Planning
Business Consulting
Payroll Services
Audit Representation
Financial Planning
Estate Planning
Real Estate Tax Services
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in tax and financial planning.
- Our team provides personalized tax strategies for individuals and businesses.
- We specialize in IRS audit representation and compliance solutions.
- Licensed real estate division supports property transaction tax planning.
- Client-focused service with multigenerational advisory expertise.
What people say
Highest degree of professionalism
Personalized tax strategies
Proactive financial guidance
Reliable audit representation
Long-term trusted partnership
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our team handles complex filings, deductions, and credits to optimize returns. With year-round planning, we minimize surprises during tax season.
Tax Planning
Our proactive tax planning identifies savings opportunities and structures financial decisions to reduce liabilities. Services include retirement planning, business entity selection, and investment strategy. We help clients anticipate changes and adapt throughout the year.
Business Consulting
We guide businesses from formation through growth, offering entity selection, payroll services, and financial reporting. Our consultants develop tax-efficient structures and operational strategies. Continuous support ensures compliance and maximized profitability for long-term success.
Audit Representation
Professional representation during IRS audits protects clients' interests with expert communication and documentation. We resolve disputes, negotiate settlements, and ensure compliance. Proactive preparation reduces audit risks for individuals and businesses.
Financial Planning
Integrated financial planning aligns tax strategies with retirement goals, estate planning, and investment growth. We collaborate with advisors to maintain financial independence. Personalized roadmaps ensure clients achieve long-term security and generational wealth transfer.
People
Tom Wanderon
Accountant
Certified accountant with 40+ years of experience providing tax and financial advisory services. Specializes in business mergers, acquisitions, and strategic planning for high-net-worth individuals and corporations.
Lyn Schantz
Tax Strategist
Experienced tax strategist offering customized solutions for business owners. Focuses on reducing tax burdens through proactive planning, compliance, and audit defense while maintaining personalized client relationships.
Lisa Zahorian
Financial Advisor
Dedicated financial advisor managing bookkeeping and tax preparation for individuals and businesses. Provides year-round support to ensure seamless financial operations and compliance for clients.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, entity selection, payroll services, audit representation, and strategic planning to minimize liabilities and support growth.
Do you help with IRS audit defense?
Yes, our team offers professional audit representation, handling IRS communications and documentation to protect your interests during examinations.
How does your real estate tax division help clients?
Our licensed real estate division provides tax planning guidance for property purchases, sales, and ownership transitions to optimize financial outcomes.
What financial planning services are available?
We offer retirement planning, estate tax strategies, investment optimization, and wealth transfer planning aligned with your long-term financial goals.
Are you available for hurricane disaster tax relief?
Yes, we assist clients with casualty loss deductions and IRS disaster relief programs following hurricanes or natural disasters.
