Tax & Accounting Services for Sarasota
Whether you need a straightforward personal return, help fighting an IRS notice, or a tax strategy for your growing business, we have a service for you. All consultations are free.
Personal Tax Preparation
Tax filing is not something most people look forward to, and it is easy to leave money on the table or make errors when doing it yourself. We prepare accurate returns for individuals and families, then walk you through exactly what was filed and why.
Whether your situation is simple or complex, we handle it carefully and explain your return in plain language.
- 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
Business Tax Preparation
Small business taxes are complicated, and the rules change frequently. We stay current so you do not have to. We provide reliable, cost-effective preparation for sole proprietors, LLCs, S-corps, and partnerships, with a focus on minimizing your tax burden within the law.
We also offer proactive consulting throughout the year so surprises are rare and your business stays in good standing.
- Schedule C, Forms 1065, 1120-S
- Quarterly estimated tax planning
- Payroll and sales tax coordination
- Year-round proactive consulting
- Deduction strategy and review
IRS Representation
Receiving 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, including audits, appeals, and collection actions. You have rights, and we know how to use them.
We communicate with the IRS on your behalf, respond to correspondence accurately, and work to resolve your situation as efficiently as possible.
- Audit representation at all levels
- IRS notices and correspondence
- Delinquent tax return filing
- Payment plans and installment agreements
- Collection appeals and penalty abatement
Tax Planning
Filing a return is reactive. Planning is proactive. We work with individuals and small businesses throughout the year to identify opportunities to reduce your federal and state tax liability before the year closes.
Using integrated software and real knowledge of the tax code, we develop strategies that fit your specific situation.
- Year-round strategy sessions
- Retirement contribution timing
- Capital gains and loss harvesting
- Major life event planning (sale of property, business, etc.)
- State and federal minimization strategies
Business Formation
Starting a business is exciting. Getting the legal and tax structure right from the beginning saves significant headaches later. We walk you through entity selection, LLC setup, operating agreements, and the tax implications of each choice.
We make sure you understand the liability protection and tax benefits available to you before you make any commitments.
- Entity selection: LLC, S-corp, sole proprietor
- Florida LLC formation guidance
- EIN application and setup
- Tax structure and liability review
- Ongoing bookkeeping and compliance