Profile

We are a husband and wife firm in Venice, Florida. Just the two of us so you are always working with an experienced professional. Previously we built and operated a larger practice with staff for greater accounting capacity and a higher volume of tax work. We sold that practice in 2008 to be able to concentrate on just limited tax and tax accounting specialties and offer better personal attention to a smaller more manageable clientele.

Ron Hogarth, EA

Entered the financial and tax services profession in 1973. Initially worked in personal financial and tax planning and was a licensed securities representative and a Registered Investment Adviser. By 1982 earned the Certified Financial Planner® professional designation, now retired, and went on to earn a Master of Science in Financial Services degree. In the late 1980’s was on the adjunct faculty of a major university where created and taught part of a certificate course in financial services. Has been a contributing tax and financial columnist for newspapers and co- hosted a radio financial talk show. Around 1988 started specializing primarily in the tax areas of financial services and earned the Enrolled Agent license from the IRS in 1992. Since then have almost exclusively worked in tax return preparation and in learning and using advanced techniques for representing taxpayers in negotiating settlements with the IRS for tax problems and audits. “I get a great deal of satisfaction when helping people obtain relief from IRS burdens”.

Betty Hogarth, EA

Studied accounting and started doing bookkeeping in the mid 1980”s. Worked as the senior bookkeeper for a large restaurant and inn before moving to Florida. Was a tax preparation software service representative for a major national accounting firm and the bookkeeper for other businesses prior to establishing our independent practice. Have been a QuickBooks Pro Advisor and Certified Public Bookkeeper, a nationally recognized attainment in small business bookkeeping. Earned the Enrolled Agent license in 2004. Have previously served as a tax pro adviser for TurboTax® customers. Tax return preparation involves the tax returns for small business clients and the owners as well as other personal 1040 tax returns.