Services
What we do
Tax preparation for individuals and businesses, plus the bookkeeping, payroll, sales tax, and formation work that keeps a small business current the rest of the year.
Individual Tax
Individual return preparation, handled by a credentialed practitioner rather than software.
Business Services
Bookkeeping, payroll, sales tax, and entity work for Florida small businesses — and for the businesses our tax clients go on to start.
Business Tax Preparation
Entity and owner returns prepared together, because for most small businesses they are one decision, not two.
1120-S · 1065 · 1099-NEC
Bookkeeping
Books kept current and reconciled monthly, by the same practice that prepares the return they feed.
Payroll
Payroll run on time, deposits made on schedule, and quarterly returns filed. The deadlines are the whole job.
W-2 · 1099-NEC
Sales Tax
Registration, returns, and nexus review for Florida sales and use tax — including the county surtax that catches out-of-county sellers.
New Business Formation
Entity choice, registration, EIN, and elections. The structure decisions made at formation are the ones that are expensive to undo.
SS4
Tax Consulting
A session for a specific decision, before you make it. Most tax outcomes are fixed by the time the return is prepared.
Wherever you are
Our clients are in Florida, Massachusetts, Washington, Texas, and Arizona. Every service above is delivered remotely — documents by secure upload rather than email, the work reviewed with you on a video call in your own timezone, electronic signature, then e-filed. A federal return is the same return in every state, which is what makes the distance irrelevant.
State returns for most states — ask about yours. Naming the states our clients live in is not the same as claiming we prepare state returns for all of them, so we confirm yours before you engage rather than after.
Not sure which of these you need?
Most people are not, and working that out is the first part of the job. Tell us the situation and we will tell you what it actually requires.