Palm Beach County tax situations
Homestead exemptions, Save Our Homes caps, portability transfers, and the county's high concentration of retirees and business owners create a specific local tax profile. We handle it every year.
Palm Beach cities we serve regularly
Driving or remote, for both individual and business clients:
- Boynton Beach (our office)
- Delray Beach
- Lake Worth
- Boca Raton
- West Palm Beach
- Wellington
- Palm Beach Gardens
- Jupiter
- Lantana, Greenacres, Royal Palm Beach, Atlantis
Homestead, Save Our Homes, and portability in plain terms
Homestead can knock as much as $50,000 off the assessed value of a primary residence, and Save Our Homes then caps how fast that assessed value can rise each year. When you move within Florida, portability lets you carry accumulated Save Our Homes savings to the new house. All of it is filed with the county property appraiser by March 1, not on your income tax return, but it changes the carrying cost of the house, so we make sure new homeowners know what to file and when.
Rental property inside the county
Long-term rentals are Schedule E work: rent, expenses, and depreciation. Short-term rentals add layers, because stays of six months or less trigger state sales tax and the county's tourist development tax, each with its own registration and remittance. We set owners up correctly on both sides, the income tax return and the lodging-tax obligations, so nothing surfaces later as a surprise.
County business owners, from storefronts to S-corps
Business clients in the county typically need entity returns, bookkeeping, payroll, a local business tax receipt, and a Florida sales tax registration where their sales require one. We handle the federal side and the Florida compliance pieces together, so the business isn't stitching advice from three different providers.
Common questions
- Do I need to file homestead with you?
- No, homestead is filed with the Palm Beach County Property Appraiser, not on your tax return. We can help you understand the tax implications but the filing itself is a county process.
- What is the deadline to file for homestead?
- March 1 of the year you want the exemption, filed with the county property appraiser. You must own and occupy the home as your permanent residence as of January 1.
- Do snowbirds qualify for homestead?
- Only if Florida is your permanent residence. Claiming homestead while keeping a primary-residence tax break in another state is the kind of mismatch that residency auditors look for, so it pays to get the domicile story straight first.
- Can we handle everything remotely?
- Yes. Portal for documents, phone or video for meetings, electronic signature for the return. Plenty of county clients never visit the office.
Related
Tax Preparation in Boynton Beach
Local tax preparation in Boynton Beach, Florida. Office on South Federal Highway since 2005. Personal and business returns, bookkeeping, payroll, and IRS help.
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 Lake Worth
Tax preparation and accounting for Lake Worth residents, including vacation rental owners. Our office is ten minutes south in Boynton Beach on Federal Highway.
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 Services in Broward County
Tax preparation and IRS help for Broward County residents and business owners. Serving Deerfield, Pompano, Fort Lauderdale, and Parkland from Boynton Beach.
Tax Preparation in Lantana
Tax preparation and accounting for Lantana residents. Our Boynton Beach office is five minutes away on Federal Highway, with walk-ins welcome off-season.
Tax Preparation in West Palm Beach
Tax preparation and accounting for West Palm Beach residents and businesses. Our office is fifteen minutes south in Boynton Beach, an easy drive on I-95.
Tax Preparation in Wellington
Tax preparation for Wellington residents and equestrian business owners. K-1s, multi-state filings, and horse-operation accounting for high-income clients.
