Allan Boress, CPA, FCPA

Category: Tax preparation service

Address: 465 Plaza Dr, Eustis, FL 32726, USA

Phone: +13525896444

Opening hours

Sunday: Closed

Monday: 9AM–6PM

Tuesday: 9AM–6PM

Wednesday: 9AM–6PM

Thursday: 9AM–6PM

Friday: Closed

Saturday: Closed

Reviews

The Coffee Snob

Nov 20, 2021

We hired the Boress firm on the recommendation of a friend for our 2020 business filing. We worked primarily with Jonni Marie and found her to be meticulous and well-informed. Despite the financial chaos of 2020, she was able to accurately sort through the information and file our return. We had no issues or audits. As others have noted, email communication can be slow. However, your patience will be well-rewarded, and we had success with phone calls and in-person visits to resolve any urgent questions. We look foward to working with them again in the future.

Reb Ermonic

Oct 3, 2021

We used this company to complete our taxes and the turnaround time was very quick. However, we had received an additional item in the mail and my husband and I emailed several times with questions and no one responded which was incredibly frustrating. We will not be using this company again.

Nell De Mattia

Jul 3, 2021

Allan is very knowledgeable. I found his firm through the Dave Ramsey referrals and am not disappointed. Allan is patient and professional in his approach. He takes time to explain why and find the best way to minimize tax burdens legally. He also encourages giving back to the community with a special affinity for cats. Call Allan for your tax needs and give generously to those who can’t help themselves.

Lior Eini

Apr 23, 2021

First time in a cpa office, they treat everyone so good, patience, I recommend for everyone to choose them !!

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Questions & Answers

Do you prepare small business tax returns? If so, do you work with any bookkeepers or do you have any recommendations that you would use for a bookkeeper? Thank you in advance for your time and response.

Terri Wilmot Rock | Sep 22, 2020
Allan Boress, CPA, FCPA | Sep 22, 2020

Hi Terri, Thanks for your questions! We help hundreds of small businesses by preparing their tax returns and legally maximizing their tax savings. We have our own in-house bookkeeping department for our small business clients. If you would like to talk, please call our office for a no-obligation phone or in-person appointment. Best regards, Allan Boress CPA, FCPA Dave Ramsey Endorsed Local Provider

SAY I QWN A HOME IN EUSTIS, FL. AND I BUY ANOTHER FOR SIMILAR VALUE, AND I HAVEN'T SOLD THE OLD ONE, WOULD THERE BE ANY TAX BREAKS I SHOULD BE AWARE OF?

Brian Brodhead | Sep 23, 2018
Allan Boress, CPA, FCPA | Sep 22, 2020

If you are keeping the second home as a personal residence, the tax breaks would be the same as your existing home: real estate tax and mortgage interest tax deductions. There are no additional tax benefits to owning a second home unless it is used as a rental property, where one could claim depreciation of the property as well as all expenses to upkeep and maintain it.

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