Practice
The work, priced before it starts.
Every engagement begins with a letter and a fixed fee. The ranges below are where most files land. Complexity — multi-state, crypto, a notice already in the door — is quoted after the consult.
- 01
Form 1040
Individual tax preparation
Resident, part-year, and multi-state returns prepared by a CPA who will actually sit with the return.
Households with W-2 income, investments, rentals, or a recent move into or out of Florida.
- 02
1120 / 1120-S / 1065
Business tax & entity planning
Returns and structure for S-corps, partnerships, and closely held C-corps that have outgrown DIY software.
Owner-operators, professional practices, and family companies with payroll and distributions.
- 03
The books
Bookkeeping & monthly close
A monthly close you can actually read — not a pile of uncategorized bank feed.
Service firms and small retailers who want the books current by the 15th.
- 04
Forms 941 / 940 / W-2
Payroll administration
Florida payroll, new-hire reporting, and the 941s that have to match the books.
Employers with 1–40 people who do not want a national payroll mill.
- 05
Notices
IRS & Florida representation
CP2000, balance-due, and audit letters answered by a licensed representative — not a call center.
Anyone who has a letter they do not want to answer alone.
- 06
Before year-end
Tax planning & projections
A projection in October is worth more than a surprise in April. We run the numbers while there is still time to act.
Owners and households with income that moves year to year.
Not sure which line you are?
The consult is thirty minutes and complimentary. If we are a fit, you leave with a fee and a date. If we are not, we will say so.