Tax preparation & bookkeeping
We cover all tax preparation needs, including current and prior years' taxes, IRS letters, and every other tax matter that comes with a return. Drop your folder off and we'll go through it with you before anything is e-filed.
W-2 returns include your dependents. We prepare the standard deduction and itemized deductions side by side, then file the option that gives you the better outcome.
Most common filingSelf-employed filings are built on Schedule C. We go through your 1099s and the income and expenses behind them, then set estimated taxes to your year, so the payments match what you actually need.
Contractors & side workSole proprietors and LLCs. Bookkeeping is part of this work: bring raw, unorganized paperwork and we sort it, so you do not have to get a year's records in order first. Monthly bookkeeping is set to your budget, from a lighter monthly check to a fuller set of books.
Sole proprietor & LLCBring the paperwork as it is. We take raw, unorganized records and do the sorting, so that step is off your plate. Monthly service is shaped to your budget, whether you need a light check each month or a fuller set of books kept current.
Monthly, set to your budgetCatch up on missed filings or fix a past return. Bring whatever you have and we'll sort out what's still needed.
Back filingsAssistance for taxpayers who need an Individual Taxpayer Identification Number, including the paperwork that goes with the return.
W-7 assistanceRespond to notices and set up payment plans when the IRS reaches out. Bring the letter and the envelope it came in.
Notices & payment plansE-file confirmation and refund status after your return is sent, so you know where it stands.
After you filePrint this, check it off at the kitchen table, and put it all in one folder. Missing something? Come anyway and we'll make a list.
W-2s, 1099s, photo ID, and Social Security cards for everyone on the return.
Call the Milton office or the Jay office and we'll set a time. Both addresses are listed below.
You go over the finished return with us before it's sent, then we track the refund until it lands.
★★★★★
5.0
From 9 Google reviews.
The Milton office has been at Warren Road for 10 years. Registered with the Better Business Bureau. You'll sit down with the return before it goes anywhere.
Bookkeeping keeps the records current, so the filing is a review of work already done.
One in Milton. One in Jay.
Milton office
Milton, FL 32583
(850) 313-5219Monday-Thursday, 10 AM-3 PM
10 years at this location
Registered with the Better Business Bureau.
Individual tax returns are due April 15.