Profile

I began preparing individual income-tax returns in 1987. Two years later, I was preparing in excess of one hundred returns a season, including individuals, single proprietorships and S Corporations. Shortly thereafter, year-round bookkeeping was added to my service offerings, in addition to quarterly returns. I became an Enrolled Agent in 2009, and a Fellow of the National Tax Practice Institute (NTPI) in August 2015. I am a member of the National Association of Enrolled Agents (NAEA – http://www.naea.org/MemberPortal/) and the Florida Society of Enrolled Agents (FSEA).

My clients have ranged from individuals, to small mom-and-pop businesses, to international business. Some of their testimonials are reproduced below.

Education:
B.S., Marketing – Post University, Waterbury, CT (Summa cum Laude)
M.B.A.- Rensselaer Polytechnic Institute, Hartford, CT.
 

Testimonials:

Mr. Sergio Alves prepared my taxes for 2009. As a single mother working two jobs, timeliness and efficiency are priorities. I am also not from the USA and therefore not well versed in tax laws and procedures. Mr. Alves was not only thorough and efficient, but also very timely and provided me with answers to any questions I had. He was also able to notice areas where I was able to claim monies that I would otherwise have been completely unaware of. As a result of Mr. Alves’ impeccable tax work, I received an unexpected refund in a very quick turnaround time for a very low cost.

I would highly recommend Mr. Alves’ services.

Colleen Folsch
RN MS BSN CHPN, Charleston, SC

“I have known Sergio Alves for many years–more than 25 years. He worked with me when I had tax preparation business in Naugatuck, Connecticut. We worked together for more than 10 years. What can I say about him? HONEST and VERY QUALIFIED. He is one of the most intelligent persons I met in my life. Customers consistently praised him for his knowledge of the tax code, his promptness in preparing their returns, and the always-friendly service with a smile.”

M. Jose Fonseca
Naugatuck, CT

“For many years, we have relied on Sergio’s expertise, excellent judgment, knowledge and guidance in helping my wife and me with our taxes, retirement accounts, rental expenses and depreciation. He has always steered us in the right direction and has managed to always get us the maximum tax refund allowed. We have been very happy with his services and will certainly continue to use him in the future.”

Antonio and Clara Vieira
Spring Hill, FL

“Sergio helped us prepare our tax returns since 1999 when we invested in a rental property, and he helped us work through the mortgage interest deductions as well as the rental expenses and depreciation. We were so pleased with his service that we asked him to help us with our returns in the subsequent years.”

Simas Family
San Diego, CA

“In 2005, I asked Sergio to manage Valencia Stone of the West Coast, a granite manufacturing and installation company in Brooksville, Florida, with five employees. Sergio ran the day-to-day operations, and handled all of the bookkeeping and payroll, timely depositing all payroll taxes and filing all of the quarterly returns without a glitch. Despite the workload–he also handled sales–Sergio’s accounting and tax work was flawless. Knowing that my new business was in competent hands, I never worried about an audit!”

Arnold Andrade
Owner and President
West Coast Pools and Decking, Inc.