Personal Tax Returns
Federal and state personal tax return preparation for employees, families, retirees, investors, and people with multi-state filings.
View Personal Tax ReturnsSERVICES
Tax services for individuals and small businesses
Start with the kind of help you need. Each service is scoped and priced separately, so you can use one service or coordinate several when your situation requires it.
SERVICE OPTIONS
Choose the category that matches your current need
Tax Return Preparation
Choose the return that matches how you earn income or own property.
Multi-State Tax Returns
CPA-led multi-state tax return preparation for resident, part-year, and nonresident individuals and accepted business filings.
View Multi-State Tax ReturnsInternational Tax
CPA-led U.S. tax preparation for expats and foreign nationals with cross-border income, foreign accounts, residency questions, and accepted reporting work.
View International TaxU.S. Expat Tax Returns
CPA-led U.S. tax-return help for citizens and green-card holders abroad with foreign income, foreign taxes, foreign accounts, and state-filing questions.
View U.S. Expat Tax ReturnsU.S. Tax Returns for Foreign Nationals
CPA-led U.S. tax-return preparation for foreign nationals with U.S. income, investments, rental property, business activity, or tax-residency questions.
View U.S. Tax Returns for Foreign NationalsFBAR & FATCA Reporting
CPA-led help organizing accepted FBAR and Form 8938 reporting for foreign accounts and assets. Scope, deadlines, and fees are confirmed first.
View FBAR & FATCA ReportingNY/NJ to Florida Move-Year Tax
CPA-led move-year tax return preparation for people relocating from New York or New Jersey to Florida, including part-year and nonresident filings.
View NY/NJ to Florida Move-Year TaxSelf-Employed Tax Help
Tax preparation for freelancers, contractors, sole proprietors, and other self-employed people, including Schedule C and quarterly estimates.
View Self-Employed Tax HelpFarm & Schedule F
CPA-led tax preparation and planning for farms and ranches, including Schedule F, equipment depreciation, USDA payments, farm income averaging, and estimates.
View Farm & Schedule FBusiness Tax Returns
Federal and state business tax return preparation for partnerships, corporations, and owner-operated small businesses.
View Business Tax ReturnsPartnership Tax Returns
Form 1065 and Schedule K-1 preparation for partnerships, including partner records, allocations, capital accounts, state filings, and owner coordination.
View Partnership Tax ReturnsC Corporation Tax Returns
Form 1120 and applicable state return preparation for C corporations, including payroll, shareholder transactions, estimated payments, and fixed assets.
View C Corporation Tax ReturnsS Corporation Tax Returns
Form 1120-S and Schedule K-1 preparation, with review of payroll, owner compensation, distributions, basis, depreciation, and state filings.
View S Corporation Tax ReturnsRental Property Taxes
Tax preparation for rental income, expenses, depreciation, repairs, improvements, property sales, Schedule E, and related state filings.
View Rental Property TaxesShort-Term Rental Taxes
CPA-led tax preparation for short-term rental owners, including reporting form, records, depreciation, personal use, participation, and state coordination.
View Short-Term Rental TaxesAmended Tax Returns
CPA-led preparation of accepted federal and state amended tax returns for individuals and small businesses, with scope and pricing confirmed first.
View Amended Tax ReturnsUnfiled & Prior-Year Returns
Prepare accepted unfiled and prior-year federal and state tax returns for individuals and small businesses through a secure, clearly scoped process.
View Unfiled & Prior-Year ReturnsPlanning & Business Support
Get help with recurring tax responsibilities and the records behind them.
Online CPA Services
Use a secure, cloud-based CPA process for personal and business tax returns, estimates, sales tax, and notices. Ask whether your service and state are a fit.
View Online CPA ServicesQuarterly Estimated Taxes
Quarterly estimated tax calculations based on current income, withholding, business or rental activity, prior payments, and expected changes.
View Quarterly Estimated TaxesRSU & Stock Option Taxes
CPA-led tax planning and return support for RSUs, ISOs, and NSOs, including withholding, estimated payments, AMT, cost basis, and multi-state reporting.
View RSU & Stock Option TaxesR&D Tax Credit
CPA-led review of R&D tax-credit eligibility, qualified research expenses, Form 6765, payroll-tax elections, documentation, and Section 174A treatment.
View R&D Tax CreditSales Tax Services
Sales tax help for businesses, including state registrations, return filings, notice responses, and audit support.
View Sales Tax ServicesLLC Formation
Administrative Florida LLC formation with coordinated EIN, federal tax classification, initial tax registrations, and first-year filing guidance.
View LLC FormationPartnership Formation
CPA-led administrative partnership filing and tax setup, including accepted state filings, EIN support, Form 1065 readiness, owner reporting, and first-year planning.
View Partnership FormationOptimal Tax Structuring
CPA-led comparison of sole proprietor, partnership, S corporation, and C corporation tax structures using ownership, income, payroll, state, and growth facts.
View Optimal Tax StructuringS Corporation Elections
Help with Form 2553, Form 8832, late S corporation elections, effective dates, and related tax-classification questions.
View S Corporation ElectionsPayroll Services
Separately scoped payroll support coordinated with employment-tax filings, year-end reporting, bookkeeping, and business tax work.
View Payroll ServicesBookkeeping Support
Catch up overdue bookkeeping, reconcile accounts, correct recordkeeping issues, and prepare reliable business records for tax filing. Scope and pricing are confirmed first.
View Bookkeeping Support1031 Exchange Tax Reporting
CPA help with the tax side of an accepted 1031 exchange, including adjusted basis, depreciation, Form 8824, state reporting, and return coordination.
View 1031 Exchange Tax ReportingTax Problems
Start with the balance, missing return, notice, examination letter, or deadline so the appropriate response can be scoped.
IRS Tax Relief & Back Taxes
CPA-led review for back taxes, unfiled returns, IRS payment options, penalties, tax liens, levy notices, and separately accepted representation.
View IRS Tax Relief & Back TaxesIRS & State Tax Notices
Help reviewing and responding to IRS and state tax notices, including deadlines, records, written responses, and representation when engaged.
View IRS & State Tax NoticesIRS Penalty Relief Review
Review an IRS penalty notice, filing and payment history, current automatic or requested relief paths, and supporting records without guaranteed outcomes.
View IRS Penalty Relief ReviewIRS Audit Representation
Received an IRS audit or examination letter? Learn what to gather, how CPA representation is scoped, and how to request a secure review.
View IRS Audit RepresentationFlorida Sales Tax Audits
Received a Florida sales tax audit notice? Request a CPA-led scope review of the periods, records, reconciliations, deadlines, and response support.
View Florida Sales Tax AuditsInternational Business & Investment Reporting
Start with the foreign entity, investment, U.S. filer, tax year, and form that may require a separate reporting review.
Foreign Business & Investment Reporting
Form-by-form U.S. reporting review for foreign corporations, disregarded entities, branches, and passive foreign investment companies, including Forms 5471, 8858, and 8621 when accepted.
View Foreign Business & Investment ReportingBOI Reporting for Foreign Companies
Current FinCEN reporting review for foreign-country entities registered to do business in the United States. Domestic U.S.-created entities are currently exempt.
View BOI Reporting for Foreign CompaniesCOMMON TAX QUESTIONS
Start with the issue closest to your situation
These source-backed resources explain common deadlines, rental-property costs, depreciation, multi-state filings, and IRS matching notices in plain English, with a separate overview of the firm's cloud-based Pompano Beach service area.
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