Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits. We review your full financial picture to file accurately and capture every deduction you are entitled to.
The Work
Filing a personal tax return sounds straightforward until it isn’t. If you have a W-2 and nothing else it might be simple. But the moment you add a side business, rental income, investment accounts, or contractor payments it gets complicated quickly. Each income source comes with its own rules and its own set of forms.
We prepare individual federal and state returns that account for every piece of your financial life. We review wages, self-employment income, capital gains, retirement distributions, rental activity, and anything else that shows up on your tax picture. We make sure the numbers are right and that you are claiming every deduction and credit available to you under the law.
All Income Sources
All Income Sources
W-2s, 1099s, K-1s, rental income, investment gains. We gather and organize every document so nothing gets missed. Leaving out a single form can trigger an IRS notice months after you file, and that is an easy problem to avoid.
Deductions and Credits
Deductions and Credits
We look at your full situation before deciding between the standard deduction and itemizing. Mortgage interest, medical expenses, education credits, child tax credits, and retirement contributions all get evaluated. The goal is the lowest legal tax bill possible.
The Reality
Many people in the Tampa Bay area are not just employees. They own rental properties. They drive for a delivery app on the side. They run an LLC that flows through to their personal return. Each layer adds complexity, and the tax code does not make it easy to figure out how those layers interact with each other.
The risk of doing it yourself or using generic software is that you either overpay because you missed a deduction or you underpay because you reported something incorrectly. Both outcomes cost you money. One costs you now and the other costs you later when the IRS sends a letter asking for the difference plus interest and penalties.
Business Owners Filing Personally
Business Owners Filing Personally
If you own an LLC, S-Corp, or partnership, the income flows to your personal return. That means your individual filing is directly tied to how well your business books are kept. We work with business owners every day and understand how the business side connects to the personal side.
Changing Life Circumstances
Changing Life Circumstances
Marriage, divorce, buying a home, selling a property, having a child, starting a business. Any of these events changes your tax situation. We take the time to understand what happened in your year so the return reflects your actual circumstances and not just last year’s template.
The Experience
We keep the process simple. You send us your documents. We review everything, ask questions if something looks off or incomplete, and prepare the return. Before we file we walk you through the results so you understand what you owe or what you are getting back and why.
Our team has over 55 years of combined experience preparing individual returns for people with straightforward situations and people with complicated ones. We have worked with clients in the Riverview, South Shore, and greater Tampa Bay area and we are available year-round if the IRS ever reaches out with questions after filing.
Year-Round Support
Year-Round Support
Tax season ends in April but questions don’t. If you receive an IRS notice in August or need to make an estimated payment decision in September we are here. You are not just hiring someone to fill out a form. You are hiring a CPA firm that stands behind the work.
Connected to the Bigger Picture
Connected to the Bigger Picture
For clients who also use our bookkeeping or business tax services we already know your financial situation. That means fewer documents to chase down and a faster, more accurate filing. Everything ties together because we have been working with your numbers all year.
Tampa Bay's Small Business CPA Firm
First Step:
A Short Conversation
Tell us about your business and where you need support. We'll walk through your situation, answer your questions, and give you a clear quote.
