Filing taxes in Tampa doesn’t have to be stressful. Whether you’re an individual, landlord, contractor, or small business, this guide explains what to prepare, which deductions to consider, and how proactive planning can boost refunds and reduce audit risk. Need help right now? Explore our Tax Preparation, Accounting & Bookkeeping, and Controller/CFO services.
What to Gather Before We File
- W-2s, 1099-NEC/INT/DIV/B, K-1s, Social Security statements
- Bank/credit statements (for reconciling deductions)
- Receipts for medical, education, and charitable contributions
- Property docs: mortgage interest (1098), taxes, insurance, HOA
- Business records: P&L, mileage, payroll, inventory, fixed assets
- Prior year return & IRS/state notices (if any)
Key Deductions & Credits (Many Floridians Miss These)
Home office, vehicle mileage/actuals, retirement contributions, HSA, education credits, energy-efficient home upgrades, depreciation & Section 179 (business), and qualified business income (QBI) for pass-through entities. For landlords: repairs vs. improvements, travel to properties, insurance, and cost segregation (when it pencils out).
Florida & Tampa Considerations
Florida has no personal income tax, but federal rules still apply. Watch sales/use tax for businesses, local surtax where relevant, and timing for estimated payments if you have non-W2 income.
How We Maximize Your Refund (and Minimize Surprises)
- Clean books: monthly reconciliations & digital receipts
- Mid-year & Q4 planning: timing purchases, payroll vs. distributions
- Entity review: LLC vs. S-Corp vs. partnership—optimize payroll taxes
- IRS representation: Enrolled Agent & CPA for notices and audits
Deadlines & Extensions
Mark federal deadlines (individual, S-Corp, C-Corp, partnership). If needed, we file an extension correctly, then complete an accurate return—no guesswork.
FAQs
Do you handle both personal and business returns?
Yes—1040, Schedule C/E, 1120S, 1120, 1065, multi-state filings, and amendments.
Can you help if I’m behind on bookkeeping?
We clean up and catch up quickly, then implement a monthly close so next year is easy.
Is virtual/remote tax preparation available?
Absolutely—secure portal, e-signature, and remote meetings—perfect for busy Tampa clients.
Ready to file with confidence and keep more of your refund?
We serve Tampa, Wesley Chapel, Zephyrhills, St. Petersburg, Sarasota, Brandon, and beyond with tax prep & planning, monthly bookkeeping, and business consulting.
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