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Why Choose Master Tax Advisor and Margo Rosa?
  • Attention To Detail - we are committed to providing excellent/personalized service to our clients and unlike most companies we take the time to do an in-depth interview with you so that we can capture all deductions allowed.
  • Dedicated To Client Satisfaction -  our job is to get you the biggest refund or pay the least amount of taxes due based on the information you provide us, we start with the interview process to ensure that we capture all  information needed.
  • Highly Experienced - 28+ years experience in tax preparation. Licensed to practice before the IRS, and must have continuing education for license to practice before the IRS. I focus on classes and seminars to expand my expertise in areas that are beneficial to my clients. The IRS requires 24 hours of continuiong education, however, the National Association of Enrolled Agents (of which I am a member) requires 30 hours of Continuing Education. Typically I incur 60-80 hours per year. 
  • What we do - From bookkeeping to audit protection, or payroll consultation for your business, we can help you get the most money back in the shortest time possible – without raising any audit flags or triggers. 
  • Services - All corporation tax returns, individual tax returns from the easiest to the most complicated, bank reconciliations, accounting, bookkeeping, payroll taxes as well as preparation of payroll, sales taxes.

  • Do you need help setting up your business? I can help you set up your business with the Department  of State and assist in the set up your business structure whether a partnership, 1120, 1120S, LLC, or other entities. I can also assist you in setting up your books so that at year end you will have a document of all sales and expenses.

  • Wills - Although not a pleasant topic, I can help you prepare your last will and testament or even a living will.

Ms. Rosa is an enrolled with the United States Treasury Department to practice before the IRS, governed by rules stipulated in United States Treasury Circular 230. As a Federally Authorized Tax Practitioner and a tax resolution specialist her Enrolled Agent License is issued by the United States Treasury. With this license Ms. Rosa works for U.S. taxpayers everywhere to resolve tax matters and de-escalate stress about taxes or tax disputes for individuals and corporations with federal and state issues. She is a Tax consultant, Audit resolution specialist and taught tax law for 10 years. 

Member Affiliations of the National Association of Enrolled Agents, the Florida Society of Enrolled Agents, and the National Association of Tax Professionals. As well as, subscribes to accountingtoday.com, e alerts for tax professionals from the IRS and natp.com, Member Professional Women  all of which keeps her informed of the most recent rules and regulations affecting individuals, corporations, and non-profit organizations.

I am President of the Capital City Chapter or Enrolled Agents, and therefore, Board Member of the National Association of Enrolled Agents, Scholarship Chairperson 2016-2017 

Email Address: mastertaxadvisor@mail.com                                            Phone 850-656-3858
 I am an enrolled agent, licensed by the Treasury Department to represent taxpayers the same as attorneys and CPAs. I specialize in representing taxpayers who owe a lot of back tax or unfiled returns. Your big mess is my ordinary day at the office
 
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