From Palm Beach Gardens to our door
Boynton Beach, FL 33435
How Gardens clients work with us
Most engagements run entirely through the secure portal, with phone or video for the conversations that matter and electronic signature to file. The clients who want one in-person meeting a year book it outside the February crush. Either way, the same person handles the file year over year.
The complete practice, PGA Boulevard to Boynton
Full practice, in-person or remote.
- 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
Professional practices in the Gardens
Palm Beach Gardens has a heavy concentration of medical, dental, and professional practices, and their owners face the same stack of decisions: whether the S-corp election makes sense, what a defensible owner salary looks like, and which retirement plan design (401(k), profit sharing, or beyond) actually fits the practice's cash flow. We run the numbers on each rather than applying a template.
Retirement money in motion
Gardens households tend to have real retirement balances, which means the expensive mistakes are timing mistakes: a rollover that misses its 60-day window, a Roth conversion that lands in the wrong bracket year, a first RMD taken late. We plan these moves before they happen, because after December 31 the options mostly disappear.
Common questions
- How do remote engagements work?
- Secure document portal for uploads, phone or video calls for review meetings, and electronic signature for return authorization. Most clients never need to visit the office.
- I'm changing jobs. What should I do with my old 401(k)?
- A direct trustee-to-trustee rollover avoids the withholding trap entirely. If you take a check personally, you have 60 days and the plan withholds 20%, which is how people accidentally create taxable income. Call before you move it, not after.
- Can you review my practice's books quarterly?
- Yes. Quarterly review plus year-end planning is the standard rhythm for our practice-owner clients, so the annual return is a confirmation, not a surprise.
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