Tax Planning in Orlando, FL
Year-round planning so you pay what you owe — and not a dollar more — with no surprises in April.
For Orlando business owners — especially restaurants, medical and real estate professionals and service companies with steady growth — planning usually centers on entity choice, retirement contributions and when to buy equipment. We meet at our Orlando office in the fall, while there is still time to make those decisions count.
Tax preparation looks back at a year that is already over. Tax planning looks ahead while there is still time to change the outcome: when to buy equipment, how much to contribute to retirement, whether to elect S-corporation status, and how much to pay in estimates so you are not caught short.
We meet with individuals and business owners during the year, run the numbers under different scenarios and give you a clear, written list of what to do before December 31.
What’s included
Mid-year projection
An estimate of this year’s tax based on your actual numbers so far.
Entity review
Sole proprietor, LLC, S-corp or C-corp — which structure fits your profit today.
Retirement strategies
IRA, SEP-IRA, Solo 401(k) and SIMPLE options for owners and employees.
Timing decisions
When to buy equipment, pay bonuses or recognize income.
Estimated payments
Quarterly amounts set to avoid underpayment penalties without over-paying.
Life changes
Marriage, a new baby, a home purchase or selling property — planned before, not after.
Who we help — Orlando
Hotel and theme-park employees with tip income, rideshare and delivery drivers, cleaning and construction crews, restaurant owners, medical workers, real estate agents and the many new LLCs opened in Orange County every year.
Local facts — Orlando
- Combined sales tax in Orange County is 6.5% (6% state + 0.5% county surtax).
- Businesses inside Orlando city limits generally need a City of Orlando Business Tax Receipt in addition to an Orange County Local Business Tax Receipt.
- Short-term rentals in Orange County collect a 6% Tourist Development Tax on top of sales tax.
- Florida has no state personal income tax, but C-corporations file a Florida corporate income tax return (Form F-1120).
Good to know
- Most year-end strategies only work if acted on before December 31.
- A new S-corporation election is generally due within 2 months and 15 days of the start of the tax year it should take effect.
- The qualified business income (QBI) deduction can reduce taxable income from pass-through businesses by up to 20%.
Simple, clear and no surprises.
Reach out
Call, WhatsApp, send the form or walk in. Tell us what you need — in English or Spanish.
Free consultation
We review your situation, tell you exactly what we need and give you the price before we start.
We do the work
We prepare, file and double-check everything, and keep you updated along the way.
Review & follow-up
We walk you through the result and stay available when questions or letters come up later.
Serving all of Orlando
Getting to our office
Our office is right here in southwest Orlando minutes from I-4 and Sand Lake Road. You can also work with us by phone, email or WhatsApp.
Get directionsTax Planning in Orlando: FAQ
Straight answers to the most common questions about taxes and running a business in Florida. Don’t see yours? Call or send us a WhatsApp.
When is the best time for tax planning?
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.
I owed a lot last year. How do I avoid that again?
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.
Is tax planning only for big businesses?
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.
Where is your Orlando office?
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.
Do I need a business tax receipt to operate in Orlando?
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.
More services in Orlando
Business Tax Preparation
LLC, partnership, S-corporation and corporate returns — federal and Florida — filed on time.
Learn moreSelf-Employed & 1099 Taxes
Contractors, gig workers and freelancers: every deduction, correct self-employment tax and a plan for quarterly payments.
Learn moreAccounting Services
Monthly financial statements, QuickBooks setup and clear reports that show how your business is really doing.
Learn moreBookkeeping
Accurate monthly books — every transaction categorized and reconciled — so you always know where you stand.
Learn moreTax Planning is also available in Kissimmee and St. Cloud · All services in Orlando
Ready when you are.
Call, send a WhatsApp or stop by our Orlando office. The first consultation is free — in English or Spanish.