Tax Services Built for Sarasota

We analyze your income, investments, and goals to build a custom tax reduction plan. From timing income and deductions to structuring transactions for maximum efficiency, we identify every legal opportunity to lower your tax bill before it's due.

• Year-round planning — not just April
• Income timing and deferral strategies
• Deduction optimization and bunching
• Capital gains and loss harvesting
• Florida domicile and residency planning

We prepare federal and state returns for individuals, families, and businesses with the same care we bring to planning. Every return is reviewed for accuracy and optimized to ensure you're not leaving money on the table.

• Individual and family returns (1040)
• Business returns (S-Corp, LLC, Partnership)
• Multi-state and part-year returns
• Prior-year amended returns
• IRS correspondence and audit support

Retirement income is taxed differently — and planning ahead makes an enormous difference. We help retirees and pre-retirees in Sarasota navigate RMDs, Roth conversions, Social Security timing, and Medicare surcharges to minimize taxes throughout retirement.

• Required Minimum Distribution (RMD) planning
• Roth IRA conversion strategies
• Social Security income optimization
• IRMAA Medicare surcharge avoidance
• Qualified Charitable Distribution (QCD) planning

Sarasota's small business owners face unique tax challenges — from entity selection to payroll taxes to self-employment deductions. We help you choose the right structure, maximize business deductions, and stay compliant so you can focus on running your business.

• Entity selection (LLC, S-Corp, C-Corp)
• Quarterly estimated tax planning
• Business deduction maximization
• Payroll tax compliance
• Exit and succession tax planning

Whether you own rental properties, are selling a home, or investing in Sarasota's booming market, we help you navigate capital gains, depreciation, 1031 exchanges, and the Homestead Exemption to protect your returns.

• 1031 like-kind exchange planning
• Rental property depreciation strategies
• Capital gains deferral and exclusion
• Florida Homestead Exemption guidance
• Short-term rental (Airbnb/VRBO) tax planning

Accurate, up-to-date books are the foundation of good tax planning. We provide monthly bookkeeping and accounting services that keep your finances organized, your records audit-ready, and your tax strategy on track.

• Monthly bookkeeping and reconciliation
• Financial statement preparation
• Cash flow monitoring
• Payroll processing
• Year-end close and tax-ready reports