Tel:   813-685-8400

Expert of Experts

Our Services

Fast, Trustworthy, and Professional!

We are Accreddited with Better Business Bereau since 2016.

We are eager to help our clients meet their challenges. Implementing strategies and a service approaches that will help our clients be successful.


Refund Division

Our firm works to assist individuals and businesses to return their property and money as a State of Florida Representative. Correspondence is sent to those people whom we believe may be entitled to money held in Trust. Our contact with you means that you may have an entitlement to the money. We make your process Fast and Simple to eliminate the governmental red tape. There is no subsitute for our Expertise.

Taxes

Let’s look at your tax planning before the end of the year. This would be a proactive vs. reactive approach to tax services. We pride ourselves by being up to date on what’s going on in the tax laws, regulations, and legislation. We are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Business Management

We walk you through setting up your business to operate. We help with acquiring the licenses needed, state registration, and documents needed to be efficient and/or secure appropriate financing. We are a full service accounting firm offering a range of management advisory services that include: Analysis of accounting systems & procedures, cost review, budgets, business reorganizations, retirement plans, and investment analysis.

Fianancial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals such as home ownership, business development, and strengthen your financial security.

Refund Division

Privacy

By law, unless you are a client, we are unable to provide you with any private information regarding this entitlement. Once you sign the client agreement (The Limited Power of Attorney), you will receive a correspondace outlining all of the details and specifics as to how we will proceed.

Service Details

Tracie Lowe, CPA is affliated with OnPoint Financial Services and all Divisions of OnPoint, Inc.

Dedicated to servicing the community through several philanthropies. Co-Founder of OnPoint Futures, Inc.

Thank You Dickerson Elementary for the Invite c/o Mrs. Underwood 4th Grade Class.

Federal ID - 20-3117140

Florida License #AC32497

You can verify our License number by calling the Florida Department of Business & Professional Regualtion at 850-487-1395.

Our Customers Say



Our Pricing

Pricing is considered with the time neccessary to complete your claim, tax return, or business plans.

    • Refund Division

      % 0-20 POA
      • Sign Limited POA
      • Includes Verification
      • Monitoring & Mailing
    • Business Set Ups

      $ 500 one-time
      • Includes Review
      • Excludes Filing Fees
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