Pricing
Hurricane Milton 1040 tax prep feesIn the wake of recent hurricanes, I am offering special discounted rates on 1040 tax preparation services. Most importantly, to help those affected in impacted areas. I understand the challenges that natural disasters bring, and we’re here to provide financial relief during this difficult time. Call for a free consultation. 50-75% off listed tax prep fees. Financing available.
Basic
- Basic tax preparation.
- Federal & One State
- Online/telephone
- In Office
- Electronic filing
Standard
- Online, Zoom Remote sessions.
- In person – 2598 E. Sunrise Blvd., Ste 2104, Fort Lauderdale, FL 33304
- 3 state tax returns or localities.
Schedule A (included)
Schedule B
Schedule C
Schedule D
Schedule E rental activity
- per rental property.
Platinum
- One individual federal tax return
- Unlimited states and local filing
- Consulting
- Professional Advice
- Multi year tax planning. Tax Projections, minimization tax reduction strategies.
- *Financial coaching or planning
- *Retirement planning
*Investment products not offered.
Get a 2nd Opinion!
Today, the intersection of finance and taxation has never been more intertwined.
Lucky for me, I have an MBA in Finance.
If you were having life saving surgery, you’d want a second opinion. Nobody has a monopoly on all the information. Get a 2nd Opinion.
50% off for 2023 Tax Returns Extended Due to Hurricane Milton!
Alabama, Florida, Georgia, North Carolina and South Carolina, and parts of Tennessee and Virginia get an automatic extension to May 1, 2025. Call 954-686-6250 for more information.
FAQ
Frequently Asked Questions
What are your other fees?
Our fees are affordable. Clients are often surprised to learn just how affordable I am. Notably, I use value billing. In other words all services are reflected in one fee.
What services do you provide?
Professional, reliable and friendly services
- Individuals
- Tax return preparation
- Personal income tax planning
- Financial planning
- Tax compliance and planning
Are you available year round?
Yes, I am available year round and most weekends. I love what I do and my clients are my number one priority.
Why should we hire you?
I’m a friendly professional. I love my job. I’m an excel expert, which means I can provide meaningful excel spreadsheets you can use. Secondarily, I’m qualified. I hold a CPA license and have an MBA from Fordham GBS. Lastly I’m affordable.
WHO WILL BE DOING THE WORK?
I do most of the work. However, I have other CPA’s whom I’ve know for a number of years. I know these professionals from the Big 4 as well as business school.
What are some of the services you provide?
International foreign taxation
- Short term tax rental. Airbnb, VRBO and Home Away host specialist.
- International foreign taxation. Expats and foreign visitors to the United States.
- Forensics. Certified Fraud Examiner. Member of ACFE.com
Located in the Galleria Mall, Fort Lauderdale
Schedule a time to visit us / Go to your Office.Convenient Location
David Weinstein MBA CPA CFE
Contact Us
For inquiries or requests which require a more personal response, I will make every attempt to respond.