Our tax preparation process is designed to be simple, efficient, and stress-free. First, you'll schedule a consultation where we’ll discuss your tax situation and gather the necessary documents. Next, our expert team will carefully review your information, identify potential deductions and credits, and prepare your return with accuracy and compliance. Once completed, we’ll go over your return with you, answer any questions, and ensure everything is filed correctly and on time.
Individual Typical Questions
When is the tax filing deadline?
The federal tax filing deadline is typically April 15, unless extended due to holidays or special circumstances. Florida does not have a state income tax, so you only need to file your federal return.
Can I still file my taxes if I missed the deadline?
Yes, but if you owe taxes, you may face penalties and interest. If you're due a refund, there’s no penalty for filing late, but you should file as soon as possible to claim your refund.
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Can you help with past-due tax returns?
Yes, we assist with filing previous years’ tax returns and resolving any outstanding tax issues with the IRS.
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How can I check the status of my tax refund?
You can check your refund status online using the IRS "Where’s My Refund?​​
​Helpful Links
What happens if I make a mistake on my tax return?
If you discover an error after filing, you may need to amend your return using Form 1040-X. We can assist in correcting mistakes and ensuring compliance with IRS regulations.
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What deductions and credits can help lower my tax bill?
Common deductions and credits include the Child Tax Credit, Earned Income Tax Credit, education credits, mortgage interest deductions, and retirement contributions. We’ll help identify all available tax-saving opportunities.
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How can I avoid tax penalties?
To avoid penalties, ensure you file on time, pay any taxes owed, and make estimated tax payments if you're self-employed. We provide guidance to help you stay compliant.
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How do I file if I got married or divorced this year?
Your filing status is based on your marital status as of December 31. We can help determine whether filing jointly or separately is best for your situation.
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What should I do if I can’t afford to pay my taxes?
The IRS offers payment plans and hardship options. We can assist in setting up an installment agreement or exploring other relief options.
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Business Typical Questions
When are business tax returns due?
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Sole proprietors and single-member LLCs: April 15 (same as personal tax returns).
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Partnerships and S-corporations: March 15.
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C-corporations: April 15 (or the 15th day of the fourth month after the fiscal year ends).
If the deadline falls on a weekend or holiday, the due date is the next business day
What happens if I file my business taxes late?
Late filings may result in IRS penalties and interest on unpaid taxes. Businesses should file an extension if they need more time, but this does not extend the payment deadline.
Can I amend my business tax return if I made a mistake?
Yes, if you discover an error, you can file an amended return using the appropriate IRS forms (e.g., Form 1120X for corporations or Form 1065X for partnerships).
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What types of business taxes do I need to file in Florida?
Florida businesses may be subject to federal income tax, self-employment tax, payroll taxes, sales tax, and, for corporations, Florida corporate income tax. The exact taxes depend on your business structure.
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Should my business be an LLC, S-corp, or C-corp for tax purposes?
The best structure depends on your business goals, liability concerns, and tax situation. LLCs offer pass-through taxation, while S-corps can help minimize self-employment taxes, and C-corps may benefit from corporate tax advantages. We can guide you on choosing the best structure.
What deductions can my business claim?
Businesses can deduct expenses such as rent, utilities, employee wages, office supplies, advertising, business travel, professional services, and depreciation on assets. We’ll help identify all eligible deductions.
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Can I deduct home office expenses for my business?
If you use part of your home exclusively for business, you may qualify for a home office deduction. The IRS allows a simplified deduction or actual expense method.
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How do I report business losses on my taxes?
Business losses can often offset income and reduce your tax liability. Sole proprietors and pass-through entities can report losses on their personal tax returns, while C-corporations may carry losses forward or backward.
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How can I reduce my business tax liability?
Strategies include maximizing deductions, contributing to retirement plans, deferring income, and structuring your business entity for tax efficiency. We can help develop a tax-saving plan.
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What should I do if my business is audited?
If you receive an audit notice, remain calm and gather all requested records. We offer audit support and can represent your business before the IRS to ensure compliance and minimize penalties.
How to help the process
To ensure a smooth and efficient tax preparation process, it’s essential to gather the necessary documents before filing. Whether you’re an individual or a business owner, having the right paperwork helps maximize deductions, prevent errors, and avoid delays.
Having these documents ready allows us to accurately prepare your return, identify potential savings, and ensure compliance with IRS regulations. If you’re unsure which forms you need, we’re here to help guide you through the process.
Individual Tax Documents
Business Tax Documents
Personal Information
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Valid identification (Driver’s license, state ID, or passport)
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Social Security numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and dependents
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Bank account and routing number for direct deposit of your refund
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Income Documents
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W-2 forms from employers
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1099 forms for additional income, including:
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1099-NEC (non-employee compensation for freelancers/contractors)
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1099-MISC (miscellaneous income such as rent or prizes)
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1099-INT (interest income from banks)
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1099-DIV (dividends from investments)
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1099-B (capital gains/losses from stock or asset sales)
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1099-R (retirement plan distributions)
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1099-G (unemployment benefits or state tax refunds)
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1099-K (third-party payment processors like PayPal or Venmo, if applicable)
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Schedule K-1 for income from partnerships, S-corps, or estates
Deduction & Credit Documents
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Medical and dental expense records (if itemizing)
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Mortgage interest statement (Form 1098)
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Property tax receipts
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Charitable donation receipts
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Childcare expenses (including provider’s EIN or SSN)
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Education expenses (Form 1098-T for tuition, 1098-E for student loan interest)
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Retirement contributions (IRA, 401(k), or HSA contributions)
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State and local taxes paid
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Moving expenses (only for active military)
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Adoption expenses (if applicable)
Other Relevant Documents
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Previous year’s tax return (for reference)
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Estimated tax payments made (for self-employed individuals)
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Health Insurance Forms:
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Form 1095-A (Marketplace health insurance)
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Form 1095-B or 1095-C (Employer-provided coverage)
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Foreign income documents (if applicable)
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IRS notices or letters (if you had prior tax issues)
Business Information
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Employer Identification Number (EIN) or Social Security Number (SSN) (for sole proprietors)
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Business formation documents (Articles of Incorporation, LLC Operating Agreement, etc.)
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Previous year’s business tax return
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Accounting records (Profit & Loss Statement, Balance Sheet)
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Income Documents
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Gross revenue reports (from accounting software, bank statements, or invoices)
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1099 forms received (if your business provided services to other businesses)
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Schedule K-1 (if applicable) for partnerships, S-corps, or multi-member LLCs
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Inventory records (if applicable, including beginning and ending inventory)
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Expense & Deduction Documents
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Payroll records (W-2s, 1099-NEC for contractors, payroll tax filings)
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Rent or lease payments (including agreements and receipts)
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Utility bills (electricity, internet, phone, water, etc.)
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Business insurance payments
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Office supplies and equipment receipts
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Business vehicle expenses (mileage log, lease payments, gas, maintenance)
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Travel and meal expenses (if deductible)
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Marketing and advertising costs
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Professional services (legal, accounting, consulting fees)
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Bank and credit card statements (for business transactions)
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Tax-Specific Documents
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Estimated tax payments made (for self-employed or business owners)
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Sales tax records (if applicable)
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Depreciation schedule (for business assets like equipment and property)
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Loan and interest statements (business-related loans)
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Retirement plan contributions (for self-employed or employees)
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Ready to Take the Next Step?
Filing your taxes doesn’t have to be stressful—we make the process simple, accurate, and hassle-free. Whether you're an individual or a business owner, we’ll ensure you get the maximum deductions and stay compliant with IRS regulations.
Don’t leave money on the table or risk errors by waiting too long. Let’s get started today—schedule your consultation and file with confidence!