We are passionate about our work and inspired to handle your tax situation!
My Tax Agency was started by licensed tax professionals that have extensive experience in Tax Preparation and Tax Compliance. Working in the tax compliance industry and seeing how other firms work, we saw the need for a tax company who’s main focus was to truly help clients achieve timely and viable results.
What many people don’t realize, is that most tax companies charge a smaller fee upfront to “lock in” the client and later charge the client thousands more. They mask this fee as an “investigation” or “exploratory” phase of a larger service. Sadly, many people never receive the service they need after spending thousands of dollars with no results.
The tax professionals at My Tax Agency are licensed in all 50 states.
Although we are located in beautiful Boca Raton, FL, we have the technical ability to serve you remotely or on site. This allows us to serve not only the greater South Florida area but across the country as well.
Our professional staff is committed to providing all services in a timely, accurate, confidential manner. Each member of our staff is dedicated to serve our clients with integrity, competence and accountability, placing your best interests above all others. Our services are tailored to your specific needs and our goal is to provide you with the necessary tools to assess your financial position at any given time.
Licensed Tax Professionals
Wayne R. - EA
- IRS Enrolled Agent
- Member of National Association of Enrolled Agents
- Authorized Tax Professional with IRS Preparer Tax Identification Number (PTIN)
- Certified Representative with The Centralized Authorization File Unit (CAF)
Lee S. - LTP
- Authorized Tax Professional with IRS Preparer Tax Identification Number (PTIN)
- Certified Representative with The Centralized Authorization File Unit (CAF)
- Member of The National Directory of Registered Tax Return Preparers & Professionals
- Notary Public
Amjad H.D. - LTP
- Authorized Tax Professional with IRS Preparer Tax Identification Number (PTIN)
- Certified Representative with The Centralized Authorization File Unit (CAF)
- Member of The National Directory of Registered Tax Return Preparers & Professionals
- Business Consultant
Tax Professionals & Staff
Tanna, Lisa, Darian, Barbara, Robert, Inga, Brian and Jack – Possessing a combined total of nearly 50 years of experience in financial services. They provide friendly, personalized attention, have an eye for detail and are timely to respond to client questions.
From performing compliance checks with the IRS, analyzing tax transcripts, reconciling bank statements and providing bookkeeping assistance, to providing financial consulting services; our team enjoys working with clients. This proves true daily, in the quality of their work and their commitment to our client’s success.
Our Core Values
My Tax Agency is one of the leading tax compliance firms in the country. As we’ve grown, it has become more and more important to explicitly define our core values from which we develop our culture, our brand, and our business strategies.
These are the 3 core values that we live by:
- Honesty
- Kindness
- Respect
Living by these values creates the type of environment we all desire: an environment in which we exceed the expectations of our customers and those of each other, where we don’t just highlight few outstanding cases, we put people’s mind at ease.
Fill out the contact form or call My Tax Agency today for more information on how our tax and accounting services can help change the way you live life and operate your business.
