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

Tax Professionals

Laura, Tanna, Lisa, Darian, Robert, Steve, Brian and Jack – Possessing a combined total of nearly 75 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 ten core values that we live by:

  1. AIM FOR EXCELLENCE – Every client. Every time. No exceptions. No excuses.
  2. EARN TRUST – Be transparent, empathetic and communicate expectations.
  3. TAKE RESPONSIBILITY – Take responsibility for your actions. Own them.
  4. EMBRACE CHANGE – Adapt quickly and seize opportunities.
  5. LEAD OUR INDUSTRY – Lead our industry forward with our ideas, technology, and results.
  6. INSPIRE A POSITIVE TEAM – Respect, recognize, contribute and have fun.
  7. STAY CALM – Stay cool, calm and collected. Listen, think, and only then respond.
  8. GOALS – Set. Strive. Meet. Exceed.
  9. LIFE LEARNER – Pursue knowledge, passions and personal growth.

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.

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