Affordable Tax And Financial LLC

04/14/2026

CALLING ALL LAST MINUTE FIlERS AND THOSE THAT MAY WANT TO GET IN ON A A LAST MINUTE EXTENSION GET WITH US ASAP. WE ARE WORKING AROUND THE CLOCK TO AT LEAST GET IN AN EXTESION , OR FILE YOUR FULL RETURN IF TIME ALLOWS .Don’t settle for less of a a larger return that you may be entitled to buy using a big box retail tax company or CPA firm whos hire candidates that meet minimum requirements of only one semester of tax preparation course work to hire on as an employee. Affordable Tax And Financial LLC we have 20 plus years of tax preparation experience as well as some of the best attorneys and Enrolled Agents to back up our work if called for. Call us or text us a brief message for an appointment or to file an extension at 352-540-8219. Let’s finish this year off stronger than ever. And have a great 2026

04/03/2026

Well it’s finally here. Easter weekend and Cheri and I’s first and only weekend off of the season. We are taking this time to celebrate and want to be extra generous to all our clients that’s have waited to file during the scary second peak of the season. Our Easter Weekend DROP OFF Sale. Anyone who wanted to get this out of the way and pray for the best outcome you are in excellent hands . 20% OFF the price of tax preparation for any client who sends us their tax documents to our Email [email protected]. Or if you swing by our office located in Coastal Plaza at 10490 Spring Hill Drive Spring Hill Fl 34608 use the drop slot located on the left side of our office door place your documents in a sealed envelope with your name and contact information and write 20% sale on it. We will honor that price at the time of completion. We will be able for you to contact us to set appointments during the weekend by text or call or email as well. appointments will be set for our return on Tuesday the 7th. Enjoy the weekend with your families can’t wait to see everyone !
Happy Easter

04/03/2026

Holy hamburgers, Batman!!!! Easter weekend is finally upon us, and Cheri Morelli and I are finally going to take some much needed time off to unwind, destress in order to come back and make this the most epic comeback Affordable Tax And Financial LLC has ever seen. We will be out of the office from Friday the 3 rd until Tuesday the 7th. This does not mean we won’t be accepting virtual returns sent via email and telephone/ FaceTime tax prep sessions I’f need be. If you are by our office at 10490 Spring Hill dr Spring Hill fl 34608 . Feel free to use the drop slot on the side of our door to drop off your paperwork . Give use a call or shoot us a text to 352-540-8219. If you want to lock in your last minute appointments.My wife and I are wishing you and your family a very Happy Easter . Enjoy this time with your loved ones. We will be accepting and scheduling appointments when we are away just give us a call , shoot a text or email to [email protected]. We will get you on our calendar immediately. Looking forward to seeing everyone when we get back. We have some real solutions this year for filers who think they may owe taxes all thanks to new tax legislation . Yesterday we were able to advise a Client that was owing a balance due to the IRS for $500 and ending up getting them a $5000.00 refund instead . We were able to increase our clients net worth the very year they retired. We will be working around the clock all the way to the finish line. God bless all of our clients and be sure to have a wonderful Easter weekend with your families.

04/01/2026

03/28/2026

Thank goodness for my background in retirement planning. A returning client came to me today. Last year I got her a sizable refund but this year she received a significant raise at work and brought in $107,000 as a single filer. I asked her some qualifying questions and found out she financed a car and would have been eligible to write off all the interest paid on her vehicle but was over the income phase out limit of 100k. So I asked if she had any significant savings .She informed me that she did have a sizable amount of money that she was able to save over the years. So I advised her to go to her local bank and open a traditional Ira and make a contribution for the 2025 tax year. Everyone has all the way up until the 15th of April to do so in order to reduce tax liability for the prior year. The woman had plenty of money so moving the $7000 wasn’t an issue. By doing that she reduced her taxable income down to $100,000. Not only did she save by reducing her taxable income but by doing so she was now below the income phase out and was also now able to write off the interest she paid on her vehicle. She started out with a small $80 refund and is now getting back over $2000.00 from the irs . All by moving money from one bank account to another. I never even dreamed of being a tax professional in my life . I was very interested in the stock market and was fascinated by certain insurance products and retirement accounts. To gain a better understanding of how my products functioned in real life as a 19 year old young man. I went to tax school. I never thought by going down this path I would have created such a niche for myself in this industry and the advantage I would have over my competition. I always said it was Gods Plan . And over the last 20 years at this point I consider my clients as one big extension of my family and treat them as such. Thank you all for your support and trust . It means the world to me

03/28/2026

Only 17 days left and tax season ends. Yesterday we turned a $3000.00 amount due to the IRS into a $2500 refund for one of our new clients. We have a few openings today so we are offering 20% off to anyone who either drops off or comes in to get their taxes done and over with. We pride ourselves in finding and utilizing tax credits and deductions that are commonly over looked by other tax firms in order to increase refunds and reduce or eliminate your federal income tax liability. Give us a call or send a message to 352-540-8219. See you soon!!!

03/26/2026

There is legit 20 days left to file. We are closed Easter weekend from Good Friday the 3rd until Tuesday the 7th.We will be checking our emails for drop offs during that time, but are trying to spend a much needed holiday break with our loved ones who we rarely see this time of year. We have a great promotion going on today only. If anyone can email me or drop off their tax documents to my office or wants to message for an appointment send in your paperwork between 12 and 4 pm today march 26 and you will receive a 20% discount on all appointment requests received during those times when we book you in the calendar. The 20% discount also applies for clients who drop off or email documents to [email protected]. You can also text 352-540-8219.Put Easter break drop off discount on the subject line on the email or when sending the text. If you are dropping off through the drop slot on the side of our door. write “Easter break drop off”on your envelope through the dropslot on our door located at 10490 Spring Hill dr Spring Hill fl 34608. Let’s finish this year out strong we are seeing refunds double compared to what clients received last year thanks to this years new tax incentives. I want to thank all my customers that I’ve had the privilege to serve and make happy for the 15 plus years we have been in business. Let’s finish this year strong and make it the most epic tax season we have had since our inception. Can’t wait to see you guys.

03/23/2026

This tax season has been nothing short of amazing. We hit a little road block with the black widow or brown recluse spider bite . Glad I had time to get it taken care of yesterday. Now I’m 100% back in action. This is a shout out to all my last minute filers . Please get me your tax documents as soon as possible so we can finish you up in a timely manner. We are taking off a long Easter weekend. From the 3rd through the 7th. You can all feel free to either drop off through the drop slot at my office. Email [email protected]. Or call or message us for an appointment at 352-540-8219. Look forward to seeing everyone!! Let’s make this last couple of weeks epic. We haven’t seen refunds and savings this large for about 6 years or so let’s keep that ball rolling all the way to the finish line. See you all soon!!

01/12/2026

We just got word that the IRS Will start accepting Efiled returns on Monday the 26th of January . For people that want to ensure your lawfully dependent children get rightfully claimed on your return we stay up late into the night on the 25th to ensure your returns get submited when the clock strikes midnight. We take great pride in ensuring our clients get all the tax money that they are lawfully entitled to. Call us today or send us a message for an appointment. 352-540-8219. Virtual appointments and drop offs are also available.

01/09/2026

Its Just about that time of year!!! The w2s are beginning trickle out. This post is mainly for my small businesses that had employees in 2025 and need to get their wages or salaries off of your books. At Affordable Tax And Financial LLC we are fully equipped to issue 1099s for your independent contractors that worked for you during the year. We can also issue w2s and report those wages to the irs if you filled some or all of your quarterlies in 2025. For small business owners ,We only have a couple weeks left to issue income documents before we get stuck paying fines , penalties and fees to the IRS. Call or message us today for an appointment 352-540-8219

12/25/2025

Wishing everyone a very Merry Christmas 🎅 🎄. Be sure to take to enjoy your time with your families and loved ones. We are fortunate to have all of our clients as our big extended family. Like every year, our gift to you will be helping to make up for all of the money spent on the thoughtful gifts that you purchased for your friends and families by enusring to maximize your tax refunds. It looks like this years new tax bill will have additional savings for all different demographics. From families just statting out with children to additional deductions for the elderly and small businesses. Everyone have a blessed day and look forward to seeing each of you soon.