East Coast Tax & Financial Planning

Although we are local to Vero Beach, we serve clients throughout the country.



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*$100 offer applies to new clients only, and valid only for the preparation of individual tax returns for the 2022 tax year.

Why Our Clients Love Us:

  • Tax savings review with every return
  • Encrypted vaulting system to upload your important docs.
  • Office appointments are held in a private office setting
  • Virtual meetings available
  • We are a boutique full-service tax and financial planning firm that can handle an array of financial services 
  • We offer year-round support
  • Last but not least, our FRESHLY BAKED COOKIES!!!

(772) 774-7970

What Makes Us Different?

Let me ask you a question: when was the last time you sat down one-on-one with your tax professional, investment advisor, and insurance agent to discuss you, your money, and your goals… a financial board meeting, if you will?

This is what you get every time you step into our office.


Frequently Asked Questions:

Q: How much is the individual tax prep with the discount?

A: $149

Q: What does the individual tax prep include?

A: The basic 1040 includes income sources from W2, pension, retirement account distributions, social security, smaller interest, and dividend income. It also includes the standard deduction, claiming of dependents, and exemptions.

Q: Can you file my business returns?

A: Yes, business, partnership, corporate, and nonprofit returns are discounted by 25% for new first-time clients.

Q: Do you have virtual appointments available?

A: Yes, once your fill out the form above you will immediately have the option to schedule your virtual or in office appointment

Q: Do you handle out-of-state returns?

A: Yes, as Enrolled Agents, we’re federally licensed so we are equipped to file any state.

Q: What is an Enrolled Agent?

A: Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years (source – IRS website).

Wealth Management and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.

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