Our Mission:

To ensure that all forms of taxation, audit representation and tax accounting principles are upheld to the highest standards; and that the needs of all taxpayers are met by providing business planning, tax services and audit representation services. We pride ourselves on maintaining the highest ethical commitment with due diligence and competence.


Margo Rosa, EA, NTPIF, SSLAG

Ms. Rosa is an Enrolled Agent with the United States Treasury Department to practice before the IRS, governed by rules stipulated in United States Treasury Circular 230. In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing education every 3 years to maintain their license. NAEA raises the bar even higher- its members are required to complete at least 90 hours in a 3 year period. Ms. Rosa typically incurs 60-80 hours of Continuing Education per year, placing her far above average. She is a Tax Consultant, Audit Resolution Specialist, and has taught tax law for 10 over years.  


Member Affiliations

-National Association of Enrolled Agents

-Florida Society of Enrolled Agents

-National Association of Tax Professionals. 

-ASTPS; American Society of Tax Problem Solvers

Ms. Rosa is a Fellow of the National Tax Practitioner Institute, a Graduate of the Schuldiner Smolen Leadership Academy, Past President of the Capital City Chapter of Enrolled Agents, Audit Committee Chairman of the Elks #937 Lodge 2017-2019, FSEA Scholarship Chairperson 2016-2018. Secretary Executive Committee FSEA 2016-17; 2017-18. Vice President Florida Society of Enrolled Agents 2018. She is also a member of the organization of Professional Women. 

* Year-round tax services * *Pro IRS Negotiator*