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Plantation, FL

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Miller Financial Group

5.0 (5 reviews)

Services - Miller Financial Group

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Ivy Lynn Defino, CPA

Ivy Lynn Defino, CPA

(2 reviews)

I was recommended to Ivy by my sister, who has had Ivy do her taxes for over 20 years. I had a very…read moredifficult tax year, with a lot of variables like work from home, plus work outside of the home, plus medicare. My first rough quote by a free tax preparer was $9,000 more than what Ivy prepared. She went through even possible way I could save on my taxes, she worked for me, not the IRS. Her office is centrally located, but you can also do your taxes remotely, which my sister has done since she moved to Orlando, then VA, then back to Orlando. I can't say enough about how wonderful Ivy was. She was calm and not critical of everything presented. My last tax CPA was curt, even accusing me of using my children's 529 when all he had to do was ask and I showed him receipts for UCF and study abroad, because I could not claim her, as she had aged out, he assumed she didn't exist. Ivy is always professional and her calming presence put me immediately at ease. She's also very efficient, she scanned all my documents in front of me and asked very smart questions, not belittling one. She was never judgemental, just a teammate in this process we do once a year which is very stressful to us laymen. If you want your taxes done professionally, with a wonderfully kind person, use Ivy! She's the best I've ever encountered.

She kept us on track, explained everything thoroughly, and repeated the steps many times for me…read more Before I could even ask my list of questions, she had already answered them all! I 10/10 recommend her help and guidance. On top of this, she is very supportive and listens attentively.

Miller Financial Group - taxservices - Updated October 2026

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