Contact Information
Phone
Email
Office
3521 Bonita Bay Blvd, Suite 100
Bonita Springs, FL 34134Directions & map →
Bonita Springs, FL 34134Directions & map →
Client Portal
Office Hours
By appointmentIn person & by phone
AvailabilityYear-round
Hours are flexible and by appointment — the Bonita Springs office is used for scheduled meetings, so please book ahead rather than dropping in. We're reachable year-round, not just at tax time.
Open year-round. Unlike seasonal tax offices, we're available after April 15 for IRS notices, amended returns, tax planning, and bookkeeping questions — any time of year.
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How can we help?
Choose a form below — new clients start with the intake form so we can prepare for your consultation.
📤 Sending tax documents? Please don’t attach them to messages — use our secure upload page instead.
Stay informed. No spam.
A short monthly email from William — tax deadlines, law changes, planning tips, and reminders that save you money. Once a month, never spam.
What you'll receive — every month
Upcoming tax & estimated-payment deadlines
Tax law and IRS changes explained in plain English
Florida-specific updates (annual reports, hurricane-season tips)
Practical planning reminders that save you money
Browse past issues anytime in our Tax Updates archive →