About

Tax Preparation and tax planning

Method of Payment?

I'll send you a link to pay through a payment processor from QuickBooks. - Cash or Check.
Your signatures are always required for the completion of the return.

I am a remote tax practice and financial planner counselor. My main focus is to offer tax preparation services to the immediate community from wherever in the world we are. I currently focus on military and contractors overseas, and I am ready to serve the retired community in Ft. Walton Beach, FL.

TAX PREPARATION SERVICES

How does it work?

As an Enrolled Agent (EA), I am registered with the IRS with a PTIN to be able to submit taxes electronically. IRS requires me as a Tax Preparer to pass a background check.

You will upload your documents to our secure portal website, or I will pick up copies of your tax paperwork and tax interview worksheet on-base or at a convenient off-base location and I will contact you to let you know how much money you will be getting back or you owe, and from there I will get your e-signature.

I also, have a home office for your convenience. It's always recommended to meet you for the first time to create a sense of familiarity and for you to get to know us better. I also enjoy meeting my clients for the first time so that I can get to complete their interviews thoroughly.

Once your taxes are prepared I will send you an e-mail with the electronic copy of your tax return for your review, and you will have to review for approval. Once approved, I ask you to e-sign it, or send me an authorized copy of the signature page required. Then your return will be electronically submitted to the IRS.

About us

Since I started my practice I've had the privilege of helping individuals, military families, and contractors with their tax issues. In addition, I have been practicing taxation remotely with different senior tax firms including CPAs.

My background is in accounting and finance as I graduated from the College at Old Westbury in 2009 with a BS in Finance and I have worked in multiple accounting departments including in a medical lab in NJ called Medical Diagnostic Laboratories as a Financial Analyst.

Vision

Become the reliable tax and financial planning consultant to military families, entrepreneurs, contractors and small businesses.

Mission

Work with local communities including military families and contractors to help them minimize tax liability through tax and financial planning.

mission and vision

What do you need to submit?

Interview Worksheet.
W2's and/or 1099's
Any other relevant tax documents and information.

Cristina O. De Franco, EA

and CFP® Candidate.

I am an Enrolled Agent with the IRS. EAs are tax practitioners who are federally authorized to practice before the IRS after passing a Federally Administered Exam.

I have been practicing taxation since 2017 when I was accompanying my husband in Okinawa Japan on a military tour. Since then, I have worked remotely helping other experienced tax practitioners in the U.S. including CPA's and also managing my own practice.

In 2022, I completed my education component to become a Certified Financial Planner. I really enjoy money issues, and taxation is my niche, besides I love helping craft personal financial goals.

As a military family, we constantly move, therefore, my practice moves with me. In my practice, everything is set so that my clients can reach me no matter where in the world they are.

I am an immigrant to the US from Colombia for more than 20 years. I have made a home here in the States where I live happily ever after, with my husband and my child.