ACCOUNTANT IN TAMPA, FL: TAX PLANNING & ADVISORY

Our monthly accounting and bookkeeping services start at $2,000 per month and scale up depending on complexity. Included in the monthly fee are:Monthly financial reportingBusiness tax planningIndividual (owner) tax planningPayroll tax complianceSales tax complianceOngoing review of business structuringYear-end tax preparation for the business and owner

Our tax planning for small businesses and their owners start at $3,500Our tax planning for short-term rentals and real estate investors start at $2,500 Our tax preparation fees for small businesses (S-Corps, Partnerships, C-Corps) start at $1,500Our tax preparation fees for individuals (1040's) starts at $750

Yes! Our monthly bookkeeping & tax planning packages include tax projections (taking YTD financials from your business and other income sources to forecast what your liability will be before we get to tax season) as well as layering that with ongoing proactive tax planning and strategizing (what your liability would be from a cost benefit analysis if you implemented the strategies identified). Innately, you will always have questions on accounting, compliance and taxes so we're here to walk you through it all.

We serve many business owners in South Tampa, such as: Chiropractors (Multi-Office locations)Attorneys (Estate Planning)Offices of Physicians and Mental Health PraciticonersMedical device sales consultantsE-commerce businessesFood service businesses (cafes)Rental real estate businesses (Airbnb management companies and private portfolios), Financial advisors and Family officesTalent recruiting firms, Nurse practitioner telehealth providers, etc. The few types of clients we do not serve because specialists better serve them are those in aviation, manufacturing, farming, day trading, crypto, international business, and a few select others. For those clients, we aim to help find a specialist who primarily works with businesses like theirs, so they're best served for all their tax needs.

Traditional bookkeepers focus on transactional accounting: Making sure your books are reconciledAll receipts are maintainedEvery expense has a categoryBank statements are stored in your document hub Tax Strategists focus on for tax efficiency and asset protection: Your business structuring (LLC vs S-Corp)Your long term business goals (building to scale or building to hold)Your business partners (operating agreement, buyout clauses etc.)Your tax exposure from multi-state activityYour payroll and sales tax complianceReview of your estate and trust planning (RLT's)Strategizing Opportunities that you haven't explored yet to lower your taxesWe look at your situation with a lens of aiming to reduce taxes through tax planning.