One firm. Every financial move.

From the standard 1040 to a fractional-CFO engagement, every service runs through the same playbook: clear scope, transparent pricing, year-round availability.

Services, one line each.

• Individual tax preparation
  Your household return, one state and investment sales, from $650 a year.
• Business tax preparation
  S corp, partnership, C corp and Schedule C returns, with the owner's return included.
• Tax planning
  Quarterly estimates and a written plan before year end, while the moves still count.
• S corp tax services
  Whether the election pays, Form 2553, a salary you can defend, and the 1120-S.
• Monthly bookkeeping
  Monthly close and reconciliations from the firm that files your return.
• Payroll
  Payroll run, taxes deposited and filed, W-2s and Florida reemployment tax.
• IRS representation
  Every representation fee published, handled by an Enrolled Agent.
• IRS notice response
  Any notice number answered for one flat fee of $600.
• CP2000 notices
  The IRS thinks you left income off. We check it before you pay.
• IRS audit representation
  Mail, office and field audits handled, so you don't meet the IRS alone.
• IRS payment plans and collections
  Payment plans, hardship status and levy releases, with the option you qualify for.
• Offer in compromise
  Settling for less, only when the numbers really support it.
• Wage garnishment, liens and levies
  Stopping a garnishment or bank levy, starting the day you call.
• IRS appeals
  Appeals, CDP hearings, innocent spouse relief and audit reconsideration.
• Unfiled tax returns
  We pull your IRS records and file the missing years, quoted at intake.
• Payroll tax debt and TFRP
  941 balances, trust fund recovery penalty and ERC examinations.
• Florida sales tax audits
  Florida DOR sales tax audits and protests, starting from the DR-840.
• New Florida residents
  The part-year return for the state you left and the records that prove you moved.
• Trust and estate tax returns
  Form 1041, 706 and 709, with a fixed fee quoted before work starts.
• Nonprofit and HOA returns
  Form 990, 990-EZ, 990-PF, 990-T and HOA 1120-H returns.
• Real estate tax
  Rentals, short-term rentals, flips and agent commissions.
• Contractors and trades
  Job costing, per diem, equipment and subcontractor 1099s.
• Cannabis and 280E
  280E limits, cost of goods and cash-heavy books, done carefully.
• Enrolled Agent vs CPA
  What each can do, and which one your situation needs.
• Tax accountant in Lakeland, FL
  The Lakeland office: returns, books and IRS help for Polk County.

Industries we know well.

• CRNAs, NPs, locums and travel nurses
  W-2 or 1099, multi-state work and the entity question.
• Physicians and medical practices
  Entity structure, retirement plans and practice ownership.
• Dentists and dental practices
  Equipment, associate pay and practice structure.
• Chiropractors and wellness
  Cash-pay books, supplement inventory and owner pay.
• Attorneys and law firms
  Trust accounting, contingency timing and partner pay.
• Insurance agents
  Commissions, renewals and the S corp question.
• Real estate agents
  1099 commissions, mileage and when an S corp pays.
• Real estate investors
  Depreciation, passive losses and real estate professional status.
• Construction and general contractors
  Work in progress, retainage and percentage of completion.
• HVAC, plumbing and electrical
  Service vans, parts inventory and technician payroll.
• Landscapers and lawn care
  Equipment, seasonal cash flow and crew payroll.
• Truckers and owner-operators
  Per diem, fuel, equipment and the S corp question.
• Restaurants and food service
  Tip credit, cost of goods and sales tax.
• Salons, spas and barbershops
  Booth rent versus W-2, product sales and tips.
• Amazon, Shopify and Etsy sellers
  Inventory, marketplace sales tax and multi-state nexus.
• Childcare and daycare
  Food program income, staff payroll and home use.
• Pastors and clergy
  Housing allowance and dual-status self-employment tax.
• Personal trainers and gyms
  Membership revenue, equipment and trainer pay.
• Rideshare and delivery drivers
  Mileage, quarterly estimates and the 1099-K.
• Photographers and videographers
  Gear, project income and usage rights.

Start with a free 15-minute call. No obligation.

We'll talk through your situation, answer questions, and tell you honestly whether we're the right fit. If we're not, we'll point you somewhere that is.