Tax support for St. Petersburg clients should start with the records, returns and questions you need reviewed. Compare the eight scope checks below and confirm the services in writing. Henriquez Accounting provides Enrolled Agent-led tax support from its Zephyrhills office and through agreed virtual arrangements; ask about availability and the meeting format before traveling.
Table of Contents
8 Tax Support Scope Checks for St. Petersburg Clients
- Credentials: U.S. tax support led by an enrolled agent. A Dominican Republic CPA credential is not a Florida or other U.S. CPA license; confirm the appropriate provider and separate scope for any CPA assurance service.
- Planning: Discuss eligible options and any separate planning engagement; tax savings are not guaranteed.
- Fees: Confirm the written scope, quote and change-work procedures before work begins.
- Response expectations: Agree on response expectations, reporting frequency and monitoring included in the written engagement. Monthly closes, tax adjustments and priority responses should not be assumed for every client.
- IRS help: Notices, audits, payment plans, and OIC
- Bookkeeping: QuickBooks cleanup, monthly closes, and KPIs
- Local expertise: Florida and Pinellas rules
- Bilingual: Service in English and Spanish
Tax Support and Related Accounting Services
Explore: Tax Preparation, IRS Representation, Accounting & Bookkeeping, QuickBooks Cleanup, and Outsourced Controller/CFO.
Who We Help in Pinellas County
- LLCs and S corporations: confirm tax classification before applying payroll or distribution rules.
- Contractors & trades: Job costing, W-9/1099, sales & use tax
- Real estate: STR/LTR, depreciation, cost seg, 1031
- E-commerce & retail: Inventory, marketplace reports, nexus
- Professionals and retirees: assess each benefit’s eligibility; Medicare enrollment generally ends HSA contribution eligibility.
Our Tax Support Process
- Discovery (30 min): Goals, year-over-year changes, and risks
- Plan: Deductions/credits, entity choice, quarterly estimates
- Implement: Clean bookkeeping, policies & controls, payroll/benefits
- File & defend: E-file + IRS representation if notices arise
- Review: Confirm whether closes, KPIs and tax reviews are included and agree on their frequency.
Florida has no personal income tax. Businesses may have Florida corporate income tax and other state or local tax obligations in addition to federal requirements.
FAQs
EA vs. CPA — which do I need?
An Enrolled Agent is federally credentialed for IRS representation. A U.S. CPA holds a state-issued license. Check the provider’s current credentials, experience, engagement scope, and authorization for your matter. Pedro Henriquez is a U.S. Enrolled Agent and holds a Dominican Republic CPA credential; the Dominican credential is not a U.S. CPA license.
Do you work remotely or in person?
Our office is at 5243 Gall Blvd, Suite 4, Zephyrhills, Florida. We also provide virtual service for clients in St. Petersburg and other locations. Arrange an appointment to confirm availability and the meeting format.
Do you offer flat pricing?
Request a written quote identifying included returns, services, fees and exclusions. Confirm how additional work or changed facts will be priced; do not assume a particular package structure.
Can you help with IRS letters or audits?
We can assist with IRS notices and agreed representation after appropriate client authorization. Form 2848 identifies the matters and periods covered. Payment plans, penalty relief, and offers in compromise have separate requirements and are subject to IRS decisions; acceptance or debt reduction is not guaranteed. See Form 2848, IRS payment plans, and offer-in-compromise guidance.
Ready to Discuss Tax and Accounting Support for St. Petersburg?
Nearby: St. Petersburg • St. Pete Beach • Gulfport • Seminole • Largo • Clearwater • Pinellas Park
Before tax support begins, prepare your prior return, current reports and any notices. Ask which periods and matters are included and who reviews the draft. Keep a list of outstanding documents and agreed next steps. Tax support may involve separate services for cleanup, filing and representation; confirm the fees and responsibilities for each part.