Contact Information
Phone
Email
Office
3521 Bonita Bay Blvd
Bonita Springs, FL 34134
Bonita Springs, FL 34134
Client Portal
Office Hours
Mon – Fri9:00 AM – 5:00 PM
SaturdayBy appointment
Tax seasonExtended hours
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.
Book a Free Consultation ↗
How can we help?
Choose a form below — new clients start with the intake form so we can prepare for your consultation.
Stay informed. No spam.
Seasonal emails from William — tax deadlines, law changes, planning tips, and reminders that save you money. Sent 4–6 times per year, not weekly.
What you'll receive
January — Tax season open, document checklist, what's new for the year
April — Filing deadline reminder, extension instructions, Q1 ES due
June — Q2 estimated payment reminder
September — Q3 estimated payment, year-end planning preview
December — Year-end tax moves, retirement contribution deadlines
Occasional — IRS law changes, important Florida updates