Questions we hear every day.

Yes. We review your situation, explain what needs to be done and give you a price before any work begins. There is no obligation.

Yes. Many clients send documents by email or WhatsApp and review everything by phone. You are always welcome to visit in person if you prefer.

Our office is in Orlando, and we serve clients throughout Central Florida, including Kissimmee, St. Cloud, Winter Park, Altamonte Springs, Ocoee, Sanford and Celebration.

It depends on what goes into your return — a single W-2 return costs less than one with a business, rental property or several years to catch up on. We tell you the price before we start, and the first consultation is free.

Yes. Every member of our team is bilingual. Your consultation, your review and every question you have can be handled entirely in Spanish.

No. Walk-ins are welcome Monday through Friday, 9 AM to 5 PM. During peak tax season an appointment guarantees your time slot — call (407) 985-1011 to book one.

Bring it in. Most IRS notices are requests for information or proposed adjustments with a response deadline. We will explain what the letter means, whether you agree with it, and help you respond or amend your return if needed.

Most e-filed returns with direct deposit are processed by the IRS within about three weeks. Returns claiming the Earned Income Tax Credit or Additional Child Tax Credit are held by law until mid-February, so early filers with those credits typically see refunds in late February or early March.

Generally the parent the child lived with for more than half the year claims the child, but there are tie-breaker rules and a way for the custodial parent to release the claim (Form 8332). We review your situation so two parents do not claim the same child — one of the most common reasons returns get flagged.

For tax years 2025 through 2028, workers in occupations that customarily receive tips can deduct qualified tips up to an annual limit, with the deduction phasing out at higher incomes. The tips still need to be properly reported. We check whether your job and your income qualify.

Often, yes. A spouse without an SSN may be able to apply for an ITIN with Form W-7 attached to your joint return. Some credits require SSNs, so we will explain exactly what you can and cannot claim.

Not usually. By default the IRS treats a single-member LLC as a “disregarded entity,” so its income goes on Schedule C of your personal return. If the LLC elected to be taxed as an S-corporation, it files Form 1120-S instead.

It can save self-employment tax once profits are steady and high enough to pay yourself a reasonable salary through payroll, but it adds payroll costs and a separate return. We run the numbers with you before recommending it.

Yes. We can reconstruct the year from your bank and credit card statements, then prepare the return from clean numbers. It takes longer, so start early or file an extension.

The biggest deduction is usually your business miles — every mile driven while working, including miles between deliveries. You may also deduct your phone’s business share, parking, tolls, car washes and supplies. Keep your app’s mileage summary; it is usually the best record you have.

Yes. All income is taxable whether or not a 1099 was issued. Reporting it correctly — together with your expenses — protects you from IRS notices later and builds your Social Security earnings record.

An LLC gives you liability protection and a more professional setup, but by itself it does not lower your taxes. It can make sense once you have clients, employees or equipment to protect. We can explain the trade-offs and register it for you.

The best thing you can do is file now. Penalties are based on what you owe and how late the return is, so filing stops the failure-to-file penalty from growing. If you were due refunds, filing may even put money back in your pocket for recent years.

Usually, yes. The IRS keeps wage and income transcripts showing the W-2s and 1099s reported under your number. We use those to prepare accurate prior-year returns.

A CP2000 means income reported to the IRS under your number does not match your return — often a 1099 that was left off. It is a proposal, not a bill. You have a deadline to agree or disagree, and we can help you respond with the correct figures.

Between late summer and early November. By then you have enough of the year to project accurately, and there is still time to act before December 31.

Usually by adjusting withholding or making quarterly estimated payments. Paying at least 100% of last year’s tax (110% at higher incomes) through withholding and estimates generally protects you from underpayment penalties.

Not at all. Some of the biggest savings we find are for self-employed people and small LLCs — a retirement account, a better vehicle method or a well-timed equipment purchase can matter a lot at that size.

The IRS generally processes W-7 applications in about 7 weeks, and longer during tax season (January–April) or when mailed from abroad. The attached tax return is processed after the ITIN is assigned.

The IRS requires original documents or certified copies from the issuing agency. There are alternatives — including in-person document verification at IRS Taxpayer Assistance Centers or through a Certifying Acceptance Agent. We explain the options and help you choose the one that works best for you.

An ITIN is used only for tax purposes. Many people choose to file with an ITIN to show a record of paying taxes. For questions about your immigration case, you should speak with an immigration attorney — we do not give legal advice.

Bookkeeping records and categorizes transactions. Accounting takes those records and turns them into financial statements, reconciliations, adjustments and analysis. We do both, so you can start with bookkeeping and add accounting as you grow.

Yes. We set up new QuickBooks Online files, clean up existing ones and can work inside your file so you keep full access to your own data.

We prepare organized, reconciled financial statements from your books. If your lender specifically requires an audit or CPA review, having clean books from us makes that engagement faster and less expensive.

It depends mainly on how many transactions and accounts you have. After a free consultation we give you a fixed monthly price so there are no surprises.

Yes. Catch-up bookkeeping is one of the most common things we do. We work from your bank and card statements, rebuild the year and then keep you current month to month.

Not necessarily, but a cloud accounting system makes bookkeeping faster and gives you real-time access. We can recommend and set up the option that fits your business size and budget.

It depends on control: if you decide when, where and how the work is done and provide the tools, the IRS is likely to see an employee. Misclassification can lead to back payroll taxes and penalties, so we review your situation before you choose.

Florida has no state income tax to withhold from paychecks. Employers do pay Florida reemployment (unemployment) tax and file a quarterly RT-6 report with the Florida Department of Revenue.

Yes. We bring in your year-to-date payroll figures so W-2s and quarterly reports stay accurate, then run payroll from the next pay period forward.

For most small businesses in Florida, an LLC is simpler and more flexible, and it can still elect S-corporation tax treatment later. A corporation may make sense if you plan to bring in investors or issue stock. We explain the trade-offs based on your plans.

You can form a Florida LLC without an SSN. To obtain an EIN, the responsible party generally needs an SSN or ITIN, and there is a separate IRS process for applicants without either. We will walk you through the options.

Online Sunbiz filings are often approved within a few business days, and an EIN can usually be issued the same day once the LLC exists. Local business tax receipts and state tax accounts can take longer depending on the city and county.

Rentals of six months or less are generally taxable in Florida: state sales tax, the county surtax and the county tourist development tax. Some booking platforms collect part of it for you, but not always all of it — we confirm what your platform covers and file the rest.

The Florida Department of Revenue assigns your filing frequency based on the amount of tax you collect — monthly for most active businesses, and quarterly, semi-annual or annual for smaller ones. You must file even for periods with no sales.

File the missing periods as soon as possible — penalties and interest keep growing, and unfiled periods can lead to estimated assessments. We prepare the late returns and help you respond to any notices you have received.

No. The annual report is a state filing that keeps your company active; it does not report income. Your tax return is a separate filing with the IRS (and, for corporations, the Florida Department of Revenue).

Usually, yes. Florida allows reinstatement by filing the missing reports and paying the reinstatement fee. We handle the filing and confirm your company is active again.

We are at 7550 Futures Dr, Suite 206, Orlando, FL 32819 — in southwest Orlando near Sand Lake Road, minutes from I-4. Walk-ins are welcome Monday through Friday, 9 AM to 5 PM.

Most businesses do. If you operate inside Orlando city limits you typically need both a City of Orlando Business Tax Receipt and an Orange County Local Business Tax Receipt. If you are in unincorporated Orange County, only the county receipt usually applies. We can confirm what applies to your address when we set up your business.

Yes — completely. Our whole team is bilingual, so you can do your consultation, review your return and ask every question in Spanish.

The year you move is usually a split year: income earned while you were a bona fide resident of Puerto Rico is generally reported to Hacienda, and income earned after becoming a Florida resident is reported to the IRS. Florida itself has no state income tax. Bring your W-2s, 499R-2 forms and your moving date and we will sort out what goes where.

You don’t have to make the drive every time. You can visit once at the start and handle the rest by phone, email or WhatsApp — send documents, review your return remotely, and come in to sign only if you prefer to do it in person.

Self-employment tax alone is 15.3% of net earnings, before federal income tax. A common starting point is setting aside 25–30% of your profit and paying quarterly estimates in April, June, September and January. We can calculate a number that fits your actual situation.