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Up Focus Financial, LLC

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Enrolled Agents
Up Focus Financial, LLCLake Worth, FL

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Myriam Dolsaint Founder/CEO Myriam is the CEO and founder of Up Focus Financial, LLC. She is a licensed Enrolled Agent, former IRS Agent and holds a Master’s Degree in Forensics Accounting and a Bachelor’s Degree in Accounting. With her Enrolled Agent License, the highest credential awarded by the IRS to tax professionals, Myriam has the authority to represent taxpayers nationwide. While Myriam had a successful career at the IRS and TIGTA, she saw the financial struggles of taxpayers and wanted to have a greater impact on their lives and businesses. This led to the creation of Up Focus Financial. Myriam

Contact Information

Phone: 561-628-1409

Website: www.upfocusfinancial.com

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Frequently Asked Questions

How much does an accountant cost in Lake Worth?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Certified Public Accountants) are state-licensed, can audit, provide tax advice, and represent you before the IRS. Enrolled agents are credentialed by the IRS itself and specialise in tax filing and IRS representation. Bookkeepers handle day-to-day transaction recording and basic financial reports. For audits and complex planning you want a CPA; for tax filing and IRS representation an enrolled agent is often the better value.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received an IRS notice, or your tax situation is more complex than a simple W-2. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with IRS voluntary disclosure, negotiate installment agreements or an offer in compromise, and handle notices, amended returns and audits.

Is it worth paying for tax preparation vs doing it myself?

If you have straightforward W-2 income and take the standard deduction, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.