Services

Structured, documentation-driven tax preparation services for individuals and self-employed professionals.

Individual Tax Preparation

Comprehensive Form 1040 preparation for individuals with diverse income sources.

  • Retirement Distributions & Penalty Review
  • Social Security Taxation
  • Premium Tax Credit Reconciliation (Form 8962)
  • Credit Eligibility Review (EITC, CTCTC, etc.)
  • Interest and Dividend Income Reporting
  • Capital Gains and Loss Schedules

Self-Employed & Schedule C

Structured reporting and analysis for business income and deductions.

  • Schedule C Reporting for sole proprietors
  • 1099-NEC and 1099-K Reconciliation
  • Mileage Documentation Review
  • Depreciation & Equipment Analysis
  • Self-Employment Tax Calculation
  • Qualified Business Income (QBI) Evaluation
  • Home Office Deduction Analysis

Short-Term Rentals (Schedule E)

Specialized tax strategy for Orlando Airbnb and VRBO hosts.

  • Schedule E Rental Property Reporting
  • 7-Day STR Loophole Analysis
  • Cost Segregation Coordination
  • Depreciation Optimization
  • Florida TPP Tax Compliance
  • 1099-K Reconciliation for Platforms

Niche-Specific Tax Strategy

Expertise in high-value niches that most preparers overlook.

  • 15.3% Notary SE Tax Exemption
  • Loan Signing Agent Expense Optimization
  • Crypto 1099-DA Basis Recovery
  • Influencer Equipment Write-offs
  • Hospitality Tip & Overtime Credits
  • Multi-Park W-2 Consolidation

Estimated Tax & Compliance

Proactive planning and compliance guidance for self-employed individuals.

  • Quarterly Estimated Tax Calculations (Form 1040-ES)
  • Tax Projection Analysis
  • Compliance Review for Self-Employed
  • Recordkeeping Guidance
  • Estimated Tax Payment Schedules

Not sure which services apply to your situation?

We offer a consultation to review your tax situation and determine the appropriate scope of services.

Schedule Consultation