From Lantana to our door
Boynton Beach, FL 33435
Practically next door
From most of Lantana, the office is one straight run down Federal Highway, five minutes with the lights. That proximity is why Lantana clients tend to be drop-off clients: papers in on Tuesday, a phone call with questions, and a finished return by the weekend during the off-season.
Small town, full practice
Everything we do, minutes from Lantana:
- 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
Lantana households and retirees
Most Lantana returns are working households and retirees. For the W-2 side, the useful work is a withholding checkup so the refund or balance due lands where you want it. For retirees, it's the interaction between Social Security taxation, pension withholding, and IRA distributions, which together decide whether quarterly estimates are needed.
On and off the water
Lantana's Intracoastal frontage brings in marine trades, dock work, and the occasional charter operation. That work usually files as a Schedule C with equipment depreciation and quarterly estimates, and we set new operators up with clean books from the start rather than untangling a shoebox in April.
Common questions
- Can I stop by without an appointment?
- Off-season yes, we welcome walk-ins. During tax season, appointments are strongly preferred.
- Can I just drop off my documents and pick up the return later?
- Yes. Drop-offs are common for Lantana clients. We call with questions and let you know when the return is ready to sign.
- I haven't filed for a couple of years. Can you catch me up?
- Yes. We pull your IRS transcripts, prepare the missing years, and deal with any notices that stacked up. Getting current is almost always cheaper than waiting for the IRS to file for you.
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