The right Sarasota tax expert helps you claim every deduction and credit you’re eligible for, plan quarterly estimates, and avoid penalties—so you keep more of what you earn. At Henriquez Accounting & Tax Services, we pair monthly bookkeeping with proactive tax planning and year-round advisory for individuals and small businesses across the Gulf Coast. Explore our Tax Preparation, Accounting & Bookkeeping, and Business Consulting.
5 Ways a Sarasota Tax Pro Maximizes Your Return
- Proactive planning: map deductions/credits early; safe-harbor estimate targets; cash-flow forecasting.
- Clean, audit-ready books: reconciliations, tie-outs, and documentation that withstand scrutiny.
- Entity optimization: LLC vs. S-Corp modeling, reasonable compensation, and payroll alignment.
- Multi-state & remote work: residency, nexus, and credits for taxes paid to other states.
- Notice response playbooks: organized support for IRS/state letters to reduce stress and risk.
Month–Quarter–Year: Our Sarasota Workflow
Monthly
- Reconcile bank/credit cards; categorize for tax readiness; lock prior periods.
- Publish P&L, Balance Sheet, and Cash Flow with variance notes.
- Sales & use tax checks (where applicable) and W-9/1099 tracking.
Quarterly
- Calculate and submit estimated taxes; verify safe-harbor thresholds and withholding.
- Budget vs. actual and cash-runway reviews; adjust payroll/entity settings.
- KPI dashboard: margins, A/R aging, DSO, and working-capital health.
Annually
- Return prep for 1040 / 1120S / 1065; coordinate personal & business filings.
- Year-end planning: depreciation strategy, timing, and elections.
- 1099 e-file and documentation package for audit readiness.
Local Pointers for Sarasota Filers
- Confirm multi-state exposure if you work across Tampa Bay or remotely; align with residency and credit rules.
- Contractors & trades: separate materials vs. tools; maintain mileage and job costing to protect margins and deductions.
- New S-Corps: document reasonable compensation and keep officer payroll current.
How to Choose the Right Sarasota Tax Pro
- Credentials & scope: EA/CPA with focus on your return types (1040, 1120S, 1065; multi-state when needed).
- Security & process: secure portal, MFA, engagement letter, documented QA/review workflow.
- Planning cadence: monthly close, quarterly estimates, annual strategy—not just April filing.
- Transparent pricing: fixed-fee scope with timelines, states/schedules, and notice support.
What You’ll Get Working With Us
- Accurate books and reconciliations—every month.
- Quarterly vouchers and reminders with safe-harbor targets.
- Return prep (1040/1120S/1065) and IRS/state notice support.
- Executive dashboard: margins, A/R & A/P, cash runway, and tax-ready KPIs.
FAQs
Do you serve Sarasota clients remotely?
Yes—secure portal, e-sign, and e-file statewide and nationwide; phone/video consults with clear SLAs.
Can you review last year’s return for missed savings?
Absolutely—carryforwards, elections, depreciation, QBI, and credits are common areas we optimize.
What records do you need to start?
Prior returns, W-2/1099s, bank/credit statements, QuickBooks access, and any IRS/state notices.
Ready to maximize your returns with a Sarasota tax expert?
From proactive planning to accurate filing, we’ll help you save more and stress less. Talk to an Enrolled Agent today. Schedule Consultation
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