Get To Know Us
We bring a coach’s mindset to tax preparation.
As a licensed tax agent with a background in multi-sport coaching, our approach is rooted in strategy, discipline, and preparation. The same dedication it takes to build strong athletes and winning teams is applied to every tax return we handle.
Coaching teaches the importance of knowing the rules, paying attention to the details, and executing a solid game plan — principles that guide our tax process from start to finish. We take the time to understand each client’s situation, identify opportunities, and ensure accuracy and compliance every step of the way.
Our goal is simple: help you move forward with confidence, clarity, and a tax strategy that works for you.
Meet Your Tax Coach
Before becoming a professional tax preparer, Jerald learned discipline and attention to detail as a football player at Youngstown State University and later in Arena Football. That same focus now goes into every tax return he prepares.
As a coach and educator, Jerald values clear communication and taking the time to help people understand the process. He brings that approach to tax preparation services for individuals and small businesses, making sure each return is accurate, compliant, and never rushed.
Whether you’re filing a personal tax return, earning W-2 income, reporting 1099 income, or filing Schedule C, clients can work in person, virtually, or through a secure online client portal. The goal is simple—reliable tax preparation with personal attention you can trust.
Why Choose Us
Personalized one-on-one service
Support for W-2, Schedule C, and 1099 filers
Secure online client portal
In-person and virtual appointments available
Clear explanations with no confusing jargon
Commitment to accuracy and confidentiality
Service you can trust
Address
Margate, FL
Contacts
954-861-9944
taxprogameplanpro@gmail.com
Your Trusted Tax Partner
Professional tax preparation for individuals and small businesses. W-2, Schedule C, and 1099 returns handled accurately, securely, and stress-free.
