Tashina

Fred Fitzgerald

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Hi, I'm Fred and I am a tax and financial professional.

credentials

contact

+1(754) 701-5369
fredtax@bellsouth.net

409 NW 17th Ave

Fort Lauderdale FL 33311

social

bio

Tashina

Tax Professional that loves working with tax issues. This could be in the planning stage, preparation, or in resolving tax issue with the IRS. I have over 20 years experience and presently spend about 50 percent of my time in tax problem resolution. Planning often can eliminate many problems and therefore I am also a financial representative specializing in tax planning for individuals and businesses.

q & a

What characteristics do your favorite clients share?

They value my time and advice. I don't mind answering questions client's have. The more they undestand what I do for them the better they can appreciate the level of service I try to provide.

Why should a client hire you?

I try to treat each client individually as I would want to be treated and provide a level of service that I would expect.

Describe a time where you went beyond expectations when working with a client.

Recently I had a client who was subject to a wage levy. After speaking to the IRS and cancelling the levy I spoke to him. His HR manager refused to not levy his paycheck unless she received something from the IRS, and she was too "busy" to make a phone call. I therefore had to make another call and get a levy release faxed to me to give to him to take to his HR department. This consumed my entire morning but I would have hoped my tax professional would have done the same for me in that situation.

What single project or task would you consider your most significant accomplishment in your career to date?

Becoming a financial professional so the I can now help my clients with their investments and as retirement planning.

business info

Fred N. Fitzgerald, EA

It all starts with building relationships that will endure time

Established 2003

We put the client first and value the relationship. That's the foundation of a good working partnership. We want to guide you along the process and be there to answer your questions and find solutions to your problems.

hours of operation

Sunday closed
Monday 01:00 PM - 06:00 PM
Tuesday 09:00 AM - 06:00 PM
Wednesday 09:00 AM - 06:00 PM
Thursday 01:00 PM - 06:00 PM
Friday closed
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services

Financial Services

Stocks or bond investments
Retirement planning
Annuities
Insurance investments

fee structure

Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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