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CONTACT US

Individual Tax Services in South Florida

Taxpayers with complicated business and family situations benefit from our comprehensive approach to income estate and tax planning.

We take a holistic approach, completely tailored to the individual. Our services include

  • Tax planning and compliance
  • Estate planning
  • Family office management
  • Transaction advisory services
  • Trust and estate planning
Let's Talk!

Candice Breger

CPA

Partner

  • [email protected]
  • (954) 333-0001
View more

John Chenoweth

CPA, CFP®

Partner

  • [email protected]
  • (561) 798-9988
View more

Steven P. Leone

CPA, CVA

Managing Tax Partner

  • [email protected]
  • (954) 333-0001
View more

Emma J. Pfister

CPA

Tax Partner

  • [email protected]
  • (954) 333-0001
View more

Walt Maxwell

CPA

Partner

  • [email protected]
  • (561) 798-9988
View more

Services News

Read ALL

What you still need to know about the alternative minimum tax after the new law

The alternative minimum tax (AMT) is a separate federal income tax system that bears some resemblance to the regular federal income tax system. The difference is that the individual AMT system taxes certain

Read More »

What families need to know about the new tax law

The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While many of the provisions aim to provide financial relief, the new rules can

Read More »

What the new tax law could mean for you

As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That changed on July 4, when President

Read More »
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Contact Us

WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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