Platinum
Taxsmart Accounting Services LLC
Roberto Gonzalez
— CPA
Referrals given: 0
Overdue
Active
Contact Info
| Phone | — |
| info@taxsmartcorp.net | |
| Address | 9957 Moorings Dr Ste 502 |
| City / ZIP | Jacksonville, 32217-8806 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
-
Roberto Gonzalez Primary — CPA
-
Alexandra Marrero — CPA
-
Glorimar Torres — CPA
-
Helen Rodriguez — CPA
Visit Cadence
| Tier / Freq | Platinum — Bi-Weekly |
| Last Visit | 2026-08-14 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Stop In |
| Next Action | — |
Selling Season Progress
-
Ways We Partner + Wheel of ServicesNext up
-
Retirement + PEO
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Workers Comp + SixFifty HR
-
Merchant Services + Funding Solutions
Next up: stage 1 of 4 —
Ways We Partner + Wheel of Services
Big 6 Talking Points
Lead with: 4-Ways
- 4 Ways to Partner Never Covered
- Merchant Services Never Covered
- 401k/Retirement Never Covered
- PEO Never Covered
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History
7 stops
-
Picked up bottle of coquito (from Valerie)
Glorimar Torres, Helen RodriguezMet -
Sure pay follow up and firm’s payroll on Flex
Referral: 1 -
Sure payroll first payrolls converted
Referral: 1 -
Sure pay demo
Referral: 1 - Referral: 1
-
sure pay discussion and next steps
Referral: 1 - Referral: Sure Pay for firm