Tax101, Inc. is a full service accounting firm; a one stop shop for all your financial needs. We specialize in Tax, Accounting, and Credit Consulting. Our mission is to educate our customers on finances and give a safe alternative to common practices to widen their business horizon.
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Karen Greenberg is the mother of a child with Autism, and has been a public speaker on special needs planning since 1993. She is Director of Prosperity Life Planning, a not-for-profit corporation dedicated to teaching families of disabled children and adults ways to provide for a financially comfortable quality of life, while preserving eligibility for governmental entitlements, such as Medicaid and SSI. She has an MBA in taxation and is a Certified Financial Planner . Karen also works as an independent accountant for a number of small businesses and tax preparation for individuals and businesses alike. Jaret Vogel, husband of Karen Greenberg, has worked in financial services for 25 years. In addition to developing the outreach of Prosperity Life Planning, he volunteers as Associate Director and Special Needs Advisor, and helps implement solutions for these families. We work closely with several attorneys who are specialists in elder law and special needs planning. After a thorough needs analysis with the parents, we join the family in their first meeting with counsel to ensure good communication and sharing of ideas. Our combined experiences in taxation, accounting, and financial planning lends itself very nicely to working with "typical" as well as special needs families in risk management and protecting families, as well as budgeting, investments and estate planning. In August of 2006, Prosperity Life Planning was the recipient of a $25, 000. grant from the Certified Financial Planner Board of Standards, to expand our outreach in the south Florida area to this unique population.
We have over 50 Years of experience in preparing taxes and are Enrolled Agents (EA) designated by the Internal Revenue Service (IRS) under the Department of the Treasury, Circular 230. Our Enrolled Agents are qualified with their BS in Accounting and over 50 Hours of Classroom Training for Current Tax Laws. We are located in Boynton Beach, Florida, and our team consists of five experts in their fields who are waiting to serve you. We have been serving taxpayers in Boynton Beach, Florida, and in Co-op City, Bronx, New York. We do the work so you don't have to. Our tax preparation services are available year-round!GAETANO SANSONE
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We are a solutions company. Dedicated to streamline your business and personal needs. We are small enough to listen and big enough to bring solutions
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