Meet Our Experts

At TaxTree, our committed team of bookkeepers and CPAs have extensive experience in resolving IRS and state tax issues.        

For over 40 years, we’ve used tried and true strategies in our negotiations with the IRS to get you the results you need to get your life back on track.        

We are committed to providing exceptional accounting, bookkeeping, and tax services to deliver personalized financial solutions so that you can meet your financial goals.        

We value teamwork and integrity, and our clients trust us to ensure that we use our expertise to provide them with the very best accounting and tax advice available.       

       

 



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Education

We are a registered accounting office in Florida and as such our principles are Certified Public Accountants (CPA).  

For more than 40 years, we have provided audit and accounting services to local US and international businesses.  

To qualify as a CPA requires a bachelor’s degree or higher from an accredited college or university including a minimum of 24 semester hours in accounting and 24 semester hours in business courses.  

Once the degree is completed there’s a four-part CPA Exam which covers auditing and attestation, financial accounting and reporting, regulation, and business environment and concepts. And finally, each CPA must have at least one year of experience in accounting under the supervision of a licensed CPA.  

Furthermore, each CPA passes an ethics exam which covers the AICPA Code of Professional Conduct.  

All of this means that when you are taken on as a client at TaxTree, you will receive the highest level of professional service from our staff.




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Awards

There are a variety of awards that recognize accounting excellence in Miami, Florida. For young professionals, there’s the South Florida Business Journal's 40 Under 40 Award which recognizes the positive impact that individuals make in their community.  

The South Florida Business Journal's CFO Awards recognize CFOs who demonstrate outstanding performance in their roles. Recipients of this award are rewarded for diligence and business acumen and their impact on the companies for whom they work.  

Women who have made a significant impact both in their industries and the community can receive the FICPA's Women to Watch Awards. The award is awarded to women who are at different stages in their careers and include experienced professionals as well emerging leaders.  

Young professionals are in line for the FICPA Horizon Award if they demonstrate outstanding leadership. Not only that, they are recognised for innovative thinking and dedication to the accounting profession in Florida.




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Certificates

We pride ourselves on keeping up to date with the latest technology and innovation within the accounting profession.  

The minimum requirement for our senior staff is to have their Certified Public Accountant (CPA) qualification.  

This prestigious certification is the most recognized accounting certification in the United States. To qualify as a CPA in Florida, staff must meet the highest educational requirements, and pass the exam requirements set by the Florida Board of Accountancy.  

Other certifications you will see are the QuickBooks Certification as well as other well-known accounting software for which staff have demonstrated their expertise.