"When we founded this business in 2011, our dream was to provide the Lower Keys area another choice in seeking qualified tax advice. We wanted to offer great customer service, in a comfortable welcoming setting, with compassion and understanding at a fair price all the while giving back to our new community.  In that same spirit, we have added our Agency to provide a unique health insurance insight within the complexity Obamacare, to provide our clients the most benifit at lowest possible cost"  

John & Theresa Moen

As a locally owned franchise of Liberty Tax, we bring to the table the power, support and expertise of a large National Tax Service with 4,200 outlets nation wide.

 

Locally, we provide 20+ years of individual and business tax experience coupled with indepth knowledge to provide our clients with a maximized refund, with minimal risk, at a fair price.  

 

Areas of Practice
 

Tax: Individual, Business and Trusts

Payroll processing & administration

Accounting & Bookkeeping - free quotes

Accounting software featuring Quick Books

    QB Pro-Advisor member 

Enrolled Agent Services available

    IRS tax resolution

    Offers in compromise

    Tax debt mediation

     

 

  • Free consultations - ALWAYS

  • Money back guarantee

  • Year round availability

  • No hastle service at a fair price

 

 

 

 

 

 

 

Under Sun West Agency, we match the experience of plan design for individuals and small businesses with the expertise of tax in working the complex laws regarding the Affordable Care Act.

 

As a licensed agency offering products from a variety of carriers, we can come up with an affordable solution for your needs.   

Areas of Practice

 

Individual & Family health insurance solutions

 

Small business health insurance solutions​

ACA - Obamacare options:

    On & Market featuring

    

Health carriers available to quote include:

     Florida Blue Cross and Blue Shield

     United Healthcare

     Humana

     Aetna - Coventry

 

​Life Insurance carriers include

     Banner Life

     AIG

     Transamerica

 

  • Free consultations - ALWAYS