When Money Matters Matter the Most

Our primary goal as tax professionals is to be available to provide guidance to enable our clients to make informed financial decisions. We deliver only the highest quality work, and the proof is in the success of our clients.

A Wide Range Of

Money Matters

Our firm’s reputation lies in the experience and expertise we provide on a daily basis.

Tax Solutions

We can assist with a competent tax return for an individual, through a $5M corporation; with emphasis on SBO* & HBB** clients.
* SBO – Small Business
** HBB – Home Based Business

Retirement Solutions

Our goal is to save our clients substantial self-employment tax (currently at 15.3%) then show alternative sources of tax-free retirement income.

Bookkeeping Solutions

We have available a SBO-BBB, or Small Business Owner’s Business Bookkeeping Bundle that tracks and records both expenses, for a real-time P&L; and a mileage tracker providing the 4 W’s required by the IRS.

Tax & Retirement Solutions

We were originally preparing income taxes for farmers in the Midwest. When we entered the Florida market, we immediately saw the need to include the Small Business Owner as there are so many Home-Based building contractors operating in the state. As our name implies, we search out all of the Legally Deductible Congressionally Approved expenses available to the SBO & HBB. Once we engineer the varied deductions for optimization, thereby, reducing their self-employment taxes, we show them alternatives to tax-free retirement income providing maximized benefits at retirement and during the process.

Testimonials

What People Are Saying

Dave and Diane Waller

DRI LLC: Residental Renovation Contracting Company

“Tom DeGraffenried with Tax & Retirement Solutions has been instrumental in helping us with all of our tax needs for our newly formed Corporation. He helped create a chart of accounts and showed us how to keep track of the many first year expenses and high startup costs. He is just what we needed to help streamline this overwhelming process. He is easy to work with and helps you understand what is needed to keep your books in legal order. We highly recommend him for all of your business accounting and tax needs. He is always available and very reasonable.”

Patrick Lynch

Home Momentum Real Estate, Broker/Realtor®

“I don’t know that I would call Tom a tax genius, but he’s about as close as they come! Tom has the knowledge and insight to find legal tax savings, taking money out of the government’s pocket and back into mine. That is an entrepreneur’s dream! Tom’s self-employed bookkeeping app and mileage tracker makes it simple and easy to make sure I take every deduction and I can read my P&L statement in real time, now that’s awesome!”

L. D. Waller

Waller Insurance Service: Licensed Independent Health Insurance Agent

“We are so grateful to have found Tom DeGraffenried with Tax & Retirement Solutions. We had a $9,000 tax bill from our 2014 taxes that was prepared by a CPA. Tom was able to refile our 2014 taxes in 2015 after sitting with us and going over all of the deductions that were never claimed. He was able to bring our tax bill down to $2,500. He is a genius, true professional and very knowledgeable of all new tax laws and how to use them. He doesn’t leave anything to chance and will help you maximize all of your tax options. We highly recommend him for all of your tax needs.”

Contact Us

We would love to answer any questions or schedule a meeting. Please feel free to call us at one of our offices on the left or send us an email using the form below.

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