Payroll Services
Stress Free Tax Services
Full Service Accounting
Quickbooks Training
Appointments Available Outside of Normal Business Hours
Serving Charlotte, Sarasota, Lee, and DeSoto Counties
(941) 258-3191
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2013 Tax Season is in full swing!

Have you signed up for health insurance? There is a small extension for those who had difficulties signing up before the March 31st deadline. Check the website for details. Remember, if you have chosen to not sign-up, then, under current legislation, you have a penalty on your 2014 tax return. This penalty can decrease the amount of your refund, but can not increase the amount you owe. For 2014 penalty for not having health insurance is the higher of 1% of your gross income or $95 per uninsured adult and $47.50 per uninsured child.

Choosing to enroll in health insurance is a personal decision. We suggest you research your options and contact a qualified health insurance agent to assist you with your decision. We highly recommend Gill with Health Markets. He has always been very informative and given us lots of options without pressuring us into buying something. You can visit his website at

And remember, watch out for scams! If it sounds too good to be true, it probably is!

QuickBooks 2014 and Windows XP

QuickBooks 2014 has limited support on Windows XP SP3 systems. If your computer is still running Windows XP, we do not recommend upgrading to QuickBooks 2014. Support for Windows XP by Microsoft and many companies has ended, you may want to consider upgrading. We recommend using a computer professional to help you choose what is best for you. We like Purple Computer and Business IT Solutions of Southwest Florida (for businesses.)

We're here to help, even late

We are here to help if you have any questions regarding preparation of your tax return. Give us a call or e-mail us. We check our messages daily and try to return all messages within 24 hours (1 business day.)

We can often be found at the office working late, which means you can come in late to have your taxes prepared. Please be sure to call ahead of time and set an appointment. There is no extra fee for after hours tax return preparation.

We also have a convenient drop-off slot in the door, so you can drop off your data when we are closed, just be sure to put everything in a sealed envelope so no personal data is visible and include your personal data (especially your name and a call back number.) If you drop something off late on Friday, be sure to call us and leave a message. We want to make sure your data is safe!

Speaking of keeping your data safe, did you know that the IRS has doubled its staff to combat identity theft? Also, if you do find your identity has stolen, hire a CPA to get it resolved faster. Having a CPA verify your data and send it to the IRS gets it resolved much faster, often in just a few months!

Picture of Mary G. Stewart, CPA PA

" I am a board certified CPA and can help you with all your individual and small business tax related, accounting and payroll needs. I am also certified by QuickBooks to train and advise people in the use of QuickBooks book keeping software. I'm here to help you, even if you work 40 hours a week. We can arrange to meet outside of business hours, even on weekends! "

Want to Maximize Your Tax Refund?

If so, you need someone who has been monitoring tax changes year-round and has studied the tax laws, including last-minute changes. Mary G. Stewart is a Certified Public Accountant and continues to stay current with the tax laws by attending seminars and lectures. Mary G. Stewart is well-known and trusted by the local business community for her knowledge, dedication, and integrity. read more >>

Using a CPA cost's less and means your tax return is filed accurately!