Best Tax Preparation Services in Vero Beach, FL

“She will stay with you all year every year, give you a health assessment so you can see where you're spending too much and help you with your finances!”

“As my business expanded from a side hustle to a primary source of income, I was on the hunt for a CPA to help me better keep the books and navigate a complex tax environment.”

“Peter is an amazing gentleman , he helped me to do research about my case very fast , his attitude is very helpful , I wouldn't hesitate to use his service again !!!”

“During the court proceedings and testimonies surprises and curveballs were thrown and their ability to interpret and respond, along with extreme knowledge of courtroom procedures, were on display.”

“Excellent service and very knowledgeable staff.”

“He and his staff are extremely professional and very qualified.”

“They work with you through every aspect and went beyond to get info to us even when we were out of state.”

“They are knowledgeable, quick and customer service is impeccable.”

“He always has the answers to our tax issues, and always great tax advise.”

“Very efficient”

“Treasure Coast Financial Planning, headquartered in Vero Beach, Florida, has been providing comprehensive wealth management services since 1996. The company became a SEC registered investment advisory firm in 2013.We are fiduciaries committed to obje...”

“An experienced and innovative financial professional providing fee-only IRS Tax Resolution and Income Tax Services. Intelligent Income Tax service by an Enrolled Agent (IRS) can result in true success for your financial life. My clients are professio...”