Tax and Accounting Services in Sarasota

Tax filing is easy to get wrong and equally easy to leave money on the table. We prepare accurate returns for individuals and families, then explain exactly what was filed and why, in plain language.

W-2s, 1099s, investments, rental income, self-employment, retirement distributions, and more.

• W-2, 1099, and investment income
• Rental and self-employment income
• Retirement distributions and Social Security
• Deductions and credits fully reviewed
• Federal and Florida state filing

Small business taxes are complicated and the rules change every year. We stay current so you do not have to. Reliable, cost-effective preparation for sole proprietors, LLCs, S-corps, and partnerships.

We also offer proactive consulting throughout the year so year-end surprises are rare.

• Schedule C, Forms 1065, 1120-S
• Quarterly estimated tax planning
• Payroll and sales tax coordination
• Year-round proactive consulting
• Deduction strategy and optimization

An IRS notice or audit letter is stressful. As an Enrolled Agent, we are federally authorized to represent you before the IRS in any matter — audits, appeals, collection actions, and more. You have rights and we know how to use them.

• Audit representation at all IRS levels
• Notices, letters, and correspondence
• Delinquent and unfiled return filing
• Payment plans and installment agreements
• Collection appeals and penalty abatement

Filing a return is reactive. Planning is proactive. We work with individuals and small businesses throughout the year to reduce your federal and state tax liability before the year closes.

• Year-round strategy sessions
• Retirement contribution timing
• Capital gains and loss harvesting
• Major life event planning (property sale, retirement, etc.)
• Federal and state minimization strategies

Getting the legal and tax structure right from the start saves significant headaches later. We walk you through entity selection, LLC setup, and the tax implications of each choice before you commit.

• Entity selection: LLC, S-corp, sole proprietor
• Florida LLC formation guidance
• EIN application and setup
• Tax structure and liability review
• Ongoing bookkeeping and compliance