Company Profile

My Tax Agency has over 25 years of collective tax and accounting experience; allowing us to provide unparalleled professional services for both individuals and small to medium-sized businesses.

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

Meet the Team

Laura, Tanna, Lisa, Robert, Steve, Mark and Jack – Possessing a combined total of nearly 65 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.

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.

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