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VALLEE FINANCIAL AND TAX SERVICE, LLC

5109 Glade Ct Cape Coral Fl 33904

Phone 239-945-1244

Fax 239-542-1258

Cell 239-297-6778

Lou Vallee E.A., Notary Public

Vallee Financial and Tax Service uses state of the art tax and financial strategies to assure my clients receive the maximum tax refund and achieve their financial objectives.

Call 239 945 1244 or e-mail valleefinancial@comcast.net

 for appointment.

  • NEW CLIENT SAVINGS GUARANTEE! Bring in last years tax return and invoice and I will do your return for 50% less than you paid last year.

    "Mission Statement"
    To provide sound tax and financial strategies in order to help my clients reach their financial goals.

 

  • Credentials:
    Enrolled Agent with the IRS.

 

  • Licensed Life, Health Agent 
    State of Florida. 

    Recent graduate of the College for Financial Planning, Denver, Co.
    B.A. SUNY, Buffalo., M.S. Eastern Washington University.

    An Enrolled Agent (EA) is a tax practitioner who, by passing an examination given by the U.S. Treasury Department, can represent taxpayers before the Internal Revenue Service. There are about 33,000 EAs in the United States.

 

  • Free electronic filing.

 

  • Tax representation. Got a tax problem? Let us help you resolve it with the IRS.
 
IRS Website  

valleefinancial@comcast.net