Everything we do, in one place.
Four departments, one office. Jump to the one that applies or read the whole list at a slow afternoon pace.
Income Tax Preparations.
Inquire about this →- 01
Personal Income Tax
Federal Form 1040 for individuals. We handle all related Schedules for Income, Expenses & Credits.
- 02
State Income Tax
We handle all 50 states for full time, part time, or non residence.
- 03
Corporation and Partnership
Federal and State filings for S-Corps, C-Corps, Partnerships. Including all schedules, and owner compensation.
- 04
Estate and Trust Income Tax
Form 1041 returns for Estates and Trusts, including beneficiary K-1s and distribution requirements.
- 05
Non-Profit Tax
Form 990 filings for exempt organizations.
- 06
Amended Tax Returns
Corrected Federal and State returns when something was missed, reported incorrectly, or changed after the original filing.
- 07
IRS and State Audits / Letters
We respond to notices on your behalf, assemble the documentation the agency is asking for, and represent you through the process.
- 08
Income Tax Planning
Year-round planning to anticipate tax liability. Withholding adjustments, quarterly estimated taxes, and timing of income and deductions.
Business Services.
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Business Setup
Help choosing the correct entity selection and filing the paperwork to get started in Florida or your home state.
- 02
Business Incorporation's
Florida and out-of-state incorporation filings and operating agreements.
- 03
Fictitious Name (DBA) Set-ups
Register a trade name with the state so you can legally operate, market, and bank under a name other than your own.
- 04
Worker's Compensation Exemptions
File the Florida Workers' Comp Exemption for qualifying businesses.
- 05
Sales Tax Planning
Help guide you to set up, file and pay your sales tax.
- 06
Business Planning
Entity choice, owner compensation, retirement setup, and quarterly review of where your business is headed and what the tax picture looks like.
Bookkeeping & Payroll Services.
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QuickBooks / Add ups
Monthly QuickBooks maintenance, or catch-up cleanup for businesses that have fallen behind and need the books reconciled before tax season.
- 02
Financial Statements
Monthly, quarterly, or yearly reports that you can hand to a lender, use for planning, or pass to an investor.
- 03
Payroll Calculations
Run payroll, calculate withholdings, issue pay stubs, and file the required Federal and State deposits on time.
- 04
Quarterly / Annual Payroll Forms
941, 940, W-2, W-3, and Florida Reemployment tax filings quarterly.
- 05
Payroll Issues / Letters
Respond to IRS or State notice issues on your behalf.
- 06
Payroll Verification Letters
Employment and income verification letters when requested by lenders, landlords, or government agencies.
Additional Services.
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Notary Service
Notarize documents at the office during business hours. Bring valid photo ID and the unsigned document.
- 02
Retirement Planning
Review IRAs, SEPs, SIMPLE plans, and 401(k) options. Coordinate contribution timing with the year's tax plan.
Not sure which fits?
We will help you figure out the right path in a short, no-pressure call. Or grab the tax prep checklist and answer common questions first.