Tax and Accounting

I have been helping individuals and businesses with tax preparation, consulting, and accounting since 1995.

Technology is used to make the client experience as easy as possible. We use a secure process to upload documents to us and deliver them back to you. Documents can be signed in the comfort of your home with your finger on your cellphone or over with computer.

I am available year round to provide answers to questions and respond to requests.
You can apply to have your fees withheld from your refund through EPS Financial.

Contact me for an appointment (231) 838-3437

Instructions for delivering tax documents:
To upload files using my secure web portal.
Go to
Under “Guest Exchange” click the “Upload” button.
Fill out the information on the screen and upload scanned documents.
To mail/FedEx/UPS documents:
Brian Sommerfield
630 111th Ave N
Naples, FL  34108
Mailbox is a locked and secured.
To text documents:
Take a picture of the document and text the picture to
(231) 838-3437
To FAX documents:
FAX to (231) 622-4380