From Highland Beach to our door
Boynton Beach, FL 33435
High-net-worth tax planning
Highland Beach's coastal concentration of retired executives and business owners creates regular demand for Roth conversion planning, estate coordination, charitable giving strategies, and multi-state residency work.
Up A1A, the complete practice
Full practice.
- Personal income tax preparation (federal + state)
- S-corp, partnership, and corporate returns
- Bookkeeping, payroll, and QuickBooks support
- IRS and state audit representation
- Business formation and Florida compliance
Roth conversions with a plan
A good conversion strategy fills the current bracket without spilling into the next one, and it watches the Medicare IRMAA thresholds, which look back two years and penalize a single oversized conversion with higher premiums. Done annually in measured amounts, conversions move money to tax-free status at known rates. Done impulsively in December, they create costs nobody intended.
Condo life on the tax return
For owners who rent their unit, regular assessments are an expense while special assessments for improvements typically add to basis, and short stays trigger Florida lodging taxes. For owners who rent rarely, the 14-day rule is worth knowing: rent your residence fewer than 15 days in the year and the income isn't reportable at all.
Common questions
- Do you coordinate with estate attorneys?
- Yes. Most high-net-worth clients have us work alongside an estate attorney; we coordinate directly to keep the tax and estate sides aligned.
- If I rent my condo two weeks a year, is that taxable?
- If it's your residence and you rent it fewer than 15 days in the year, the rental income isn't reportable federally. At 15 days or more, normal rental rules apply.
- When does a Roth conversion make sense?
- Usually in lower-income years between retirement and RMD age, sized to fill your current bracket. We map the multi-year picture rather than treating each December in isolation.
Related
Tax Preparation in Delray Beach
Local tax preparation in Delray Beach for residents, downtown business owners, and Atlantic Avenue restaurants. Our Boynton Beach office is five minutes south.
Tax Preparation in Boca Raton
Tax preparation, business tax, and IRS help for Boca Raton residents, business owners, and professionals. Fifteen minutes south of our Boynton Beach office.
More areas we serve
Tax Preparation in Deerfield Beach
Tax preparation and accounting for Deerfield Beach residents. Our Boynton Beach office is a twenty-minute drive north, with the full practice available there.
Tax Preparation in Pompano Beach
Tax preparation for Pompano Beach residents, business owners, and marine-industry clients. Mostly remote, with our office twenty minutes north in Boynton Beach.
Tax Preparation in Fort Lauderdale
Tax preparation, business tax, and IRS help for Fort Lauderdale residents and companies. Remote service for business owners, including bookkeeping and payroll.
Tax Preparation in Coconut Creek
Tax preparation for Coconut Creek residents. Remote service available, with in-office visits a short drive north on I-95. Serving South Florida since 2005.