About Us
Hi, I am an Enrolled Agent and the Director of Tax & Financial IQ LLC in Altamonte Springs,Fl. I also work remotely as well. I have been in this field for over 25 years and look forward to helping you with all your Tax
and Financial needs. My office is open year around to answer any questions you may have.
FREE Consultation!
Warm regards,
Mary Lovewell EA
Tax & Financial IQ LLC
How We Got Started
I worked for a National Tax Firm and CPA for over 20 plus years and decided I could better serve my customers being in my own business. I am able to provide "Expert advice at a reasonable price"
The products and services we offer
Recommendations Received (8)
"Felt right at home and we were treated like very important clients .
Thanks Mary
"
"Mary Lovewell is very conscientious, knowledgeable and was a great help to me when I moved from..."
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"Mary Lovewell is very conscientious, knowledgeable and was a great help to me when I moved from Ohio to Florida. Mary gave me tips to help make the transition much easier. She recommended some changes to the way my company is structured that saves my company money every year. She is honest, professional and I highly recommend her services."
Products & Services
I work with the IRS to help you offset Penalties and Interest owed on past tax debt. I set up Installment Plans, Prepare past tax returns and direc...
Recommendations Given (6)
"Kathy is such an amazing travel agent. I took a trip to Jamaica in an all inclusive resort and it..."
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"Kathy is such an amazing travel agent. I took a trip to Jamaica in an all inclusive resort and it was perfect in every way. Everything went smooth and the resort recommended was incredible. Kathy is so easy to work with and takes care of everything for you. "
"I have know Bill for over 15 years. He is a master at his profession. He has handled several..."
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"I have know Bill for over 15 years. He is a master at his profession. He has handled several closings for me and each one of them went very smoothly. I like that he is mobile and will come to you. "
Recent Activity
If a lockdown occurs, I am able to meet the demands of my clients either in person or through email.
Everything can be completed start to finish this way if a client desires!
Warm regards,
Mary Lovewell BA, EA
Tax & Financial IQ LLC
(more)
If a lockdown occurs, I am able to meet the demands of my clients either in person or through email.
Everything can be completed start to finish this way if a client desires!
Warm regards,
Mary Lovewell BA, EA
Tax & Financial IQ LLC
During this Pandemic, I have been able to accommodate my tax clients either remotely or in person. In addition, I have helped them navigate the SBA loans,PPP and Stimulus payments. My biggest concern is for the small business owners who will struggle to get up and running again due to their...
(more)
During this Pandemic, I have been able to accommodate my tax clients either remotely or in person. In addition, I have helped them navigate the SBA loans,PPP and Stimulus payments. My biggest concern is for the small business owners who will struggle to get up and running again due to their business being shut down. For many businesses, a new normal will be very different.
Best of luck to everyone!
Warm Regards,
Mary Lovewell EA
Hi there, I would recommend contacting your accountant/ Tax Advisor to review your business Income and expenses. They may be able to help you make some changes that could benefit you. Thank you, Mary Lovewell EA Tax & Financial IQ LLC
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Hi there, I would recommend contacting your accountant/ Tax Advisor to review your business Income and expenses. They may be able to help you make some changes that could benefit you. Thank you, Mary Lovewell EA Tax & Financial IQ LLC
Yes, it is a concern and would need to be removed immediately. Setting up a proper installment plan within the iRS guidelines would be a start. Hire a ENROLLED Agent or CPA to guide you. You will be glad you did! Best of luck! Mary E Enrolled Agent
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Yes, it is a concern and would need to be removed immediately. Setting up a proper installment plan within the iRS guidelines would be a start. Hire a ENROLLED Agent or CPA to guide you. You will be glad you did! Best of luck! Mary E Enrolled Agent
Lower taxes as you have more money in your pocket each month!
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Lower taxes as you have more money in your pocket each month!
HI there, When you own a small business. It is very important to hire a trusted tax professional to guide you every step of the way. They have the knowledge and expertise. The new tax law will be very beneficial to most small businesses. New rules new opportunities. As a tax professional, I...
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HI there, When you own a small business. It is very important to hire a trusted tax professional to guide you every step of the way. They have the knowledge and expertise. The new tax law will be very beneficial to most small businesses. New rules new opportunities. As a tax professional, I provide a free consultation to answer any questions you may have. Thank you, Mary Lovewell EA Tax&Financial IQ LLC
HI there, I would say the biggest challenge as a Tax Consultant is getting documents in piecemeal. Takes much more time and effort to prepare there taxes than if you receive the documents in 1 or 2 emails or envelopes.
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HI there, I would say the biggest challenge as a Tax Consultant is getting documents in piecemeal. Takes much more time and effort to prepare there taxes than if you receive the documents in 1 or 2 emails or envelopes.
Tax bills overall for most people I believe will be less, especially business owners taking advantage of the new deductions. Like everything else, it depends on your personal tax situation.
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Tax bills overall for most people I believe will be less, especially business owners taking advantage of the new deductions. Like everything else, it depends on your personal tax situation.
Hi Pete, thanks for reaching out. I am an Enrolled Agent/ Business owner and being that I have to take 72 hours of CE in a 3 year period, I am very familiar with all the changes going forward. Fully up to date on everything!
If you have or anyone you knows has specific personal questions, I...
(more)
Hi Pete, thanks for reaching out. I am an Enrolled Agent/ Business owner and being that I have to take 72 hours of CE in a 3 year period, I am very familiar with all the changes going forward. Fully up to date on everything!
If you have or anyone you knows has specific personal questions, I would be happy to connect with them
Have a wonderful weekend
Thank you,
Mary Lovewell EA
Tax & Financial IQ LLC
Exceptional Customer Service!
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Exceptional Customer Service!
