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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

Is college financial aid taxable? A crash course for families

College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges was $43,350 for the 2024–2025 school year. The average cost for tuition and

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Are you missing a valuable tax deduction for Medicare premiums?

If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional premiums to receive more comprehensive coverage. These extra premiums can be expensive, particularly for married

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Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes to individual tax provisions. While the bill is now being considered by the

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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