Lakeland's local tax & bookkeeping firm.
Founded in Lakeland. Enrolled to represent taxpayers before the IRS in all 50 states. We handle individual returns, small-business tax and books, and IRS representation — for clients across Polk County and beyond.
A national chain will file your return without ever knowing your situation. A local-only firm may not have IRS-representation rights. We sit in the middle — based in Lakeland, enrolled to represent taxpayers before the IRS, working with people we'll see at the same coffee shop next week.
How we fix it.
First call
Free 15 minutes. You tell us what you need; we tell you whether we're the right fit. If we're not, we'll point you somewhere that is.
Engagement & intake
Signed engagement letter, half the annual fee at engagement, and a secure document portal. Most clients are uploaded within 48 hours.
Work performed
Returns prepared, books closed, notices answered. You're not waiting in line; Cody is on every file personally.
Year-round access
Questions about your own tax situation are included in your package all year, answered in writing within five business days on Essential, three on Complete, next business day on Concierge. No hourly meter.
Why us for Lakeland residents & businesses.
IRS Enrolled Agent, enrolled to represent taxpayers before the IRS in all 50 states, alongside CPAs and attorneys.
Finance training: the math behind every recommendation we make. Currently in law school.
Florida-specific filings.
No state income tax for individuals; FL Sales Tax for businesses; tangible personal property tax for entities holding equipment. We file the Florida-side filings most general accountants overlook.
Snowbird and dual-state filings.
Part-year FL/NY, FL/IL, FL/OH residents are the heart of our individual practice. Domicile arguments, source rules, credit for taxes paid — all handled.
Polk County context.
Local businesses we serve weekly: contractors, real-estate professionals, medical practices, restaurants, citrus-adjacent ag. We know the local context, the local banks, and the local courts.
Pricing, on the page.
Published prices · Quoted in writing before any work startsHow it works: one annual fee, half paid at engagement and half before your return is filed. Everything past the package baseline is a published add-on at a fixed price, so nobody counts forms. Books, payroll and sales tax are the only monthly items, because they are the only monthly work. See the full grid and every add-on or get your price in a minute.
One practitioner. Every file, personally led.
Cody is an IRS Enrolled Agent with an MBA — a solo practitioner with a small support team, working out of Lakeland, Florida. He is also currently in law school.
Every client engagement is led by Cody personally. The firm stays deliberately small so the work stays deliberately careful — and so when the IRS calls, the person who picks up is the person who filed your return.
Common questions.
If yours isn't here, ask it on the intake — we read every one before the first call.
Are you in Lakeland?
Yes. Our office is at 122 E Main St, near the Lake Mirror Center. We work mostly through the portal, but we meet in person on request, and most new business clients come in once.
Do you only work with Lakeland clients?
No. As an Enrolled Agent, Cody is enrolled to represent taxpayers before the IRS in all 50 states. Roughly half of our individual practice is in Polk County, and the other half is everywhere else.
Can you handle my multi-state situation?
Yes. Snowbirds, remote workers and multi-state contractors are common here. The filings differ, but the patterns repeat.
Do you do bookkeeping in person?
No. Bookkeeping runs in Xero or QuickBooks Online, both in the cloud. We meet for planning, not for receipts.
What's your turnaround at tax time?
Two to three weeks for individual returns once intake is complete, and longer in March. Get in by mid-February if you want to avoid the extension queue.
Do you take new clients?
Yes, year-round. We cap intake during March. Outside March, it takes about a week from inquiry to first call.
Related
- Individual tax preparationYour household return, one state and investment sales, from $650 a year.
- Business tax preparationS corp, partnership, C corp and Schedule C returns, with the owner's return included.
- Tax planningQuarterly estimates and a written plan before year end, while the moves still count.
- Monthly bookkeepingMonthly close and reconciliations from the firm that files your return.
- IRS representationEvery representation fee published, handled by an Enrolled Agent.
- Contact the office122 E Main St, Lakeland. Call, book a 15-minute call, or start online.
Lakeland-based. Enrolled before the IRS in all 50 states.
Start the intake on the portal, or call the office. Either way, you talk to Cody first.