For Sarasota clients, a tax professional can help review records, identify available tax options and manage agreed filings. Savings and compliance outcomes depend on your circumstances, documentation and timely action; they are not guaranteed. We help individuals, landlords, and small businesses across Sarasota with Tax Preparation, Bookkeeping, Controller/CFO, and IRS Representation.
Table of Contents
6 Service Areas for Sarasota Clients to Discuss
- Tax Prep & Planning: Proactive strategies, entity reviews, quarterly estimates.
- Bookkeeping: Clean monthly closes, reconciliations, financial statements.
- Payroll: Setup, filings, year-end W-2/1099 compliance.
- Real Estate: STR/LTR rules, depreciation, 1031 timelines, cost seg coordination.
- S-Corps: Reasonable compensation, distributions, health & retirement.
- IRS Help: Notices, payment plans, penalty relief, audit representation.
Local Tax Questions for Sarasota Readers
For taxable transient rentals, review Florida sales tax and applicable county tourist development tax separately. Sarasota County administers its tourist development tax through the Tax Collector. Check the property’s location, rental terms, exemptions and current agency instructions before deciding which filings apply. See the Sarasota County Tax Collector and Florida local-option tax guidance.
Who Benefits Most
- Small businesses & LLCs: QBI, sales tax, payroll, multi-channel bookkeeping.
- Real estate investors: STR/LTR, passive vs. non-passive, basis tracking.
- Gig & creators: 1099-K/NEC, home office, estimated taxes.
- Retirees & relocations: RMD planning, part-year moves, Medicare IRMAA awareness.
FAQs
EA vs CPA—what’s the difference?
An Enrolled Agent is federally enrolled to practice before the IRS. A U.S. CPA holds a state-issued license. Verify the professional’s active credential, relevant experience and agreed service scope; neither credential establishes expertise in every matter. Our U.S. tax services are led by Pedro Henriquez as an Enrolled Agent. His CPA credential is from the Dominican Republic and is not a U.S. state CPA license. The agreed engagement defines our services; U.S. attest work requires an appropriately licensed CPA firm.
Do you offer flat or monthly pricing?
Request a written quote identifying the included services, deliverables, fees and review schedule. Confirm exclusions and how additional work is priced; no particular package or billing structure is assumed.
Can you work fully remote?
Virtual appointments, document uploads and available electronic signatures can support agreed work. Confirm which documents require a separate signature or filing process and where in-person appointments are available before arranging a visit.
Discuss Your Sarasota Records and Service Needs
Services: Tax Preparation • Bookkeeping • IRS Representation • Controller/CFO
Before your Sarasota consultation, gather prior returns, current reports and any notices. List missing records and significant changes so the provider can assess the work. Ask who reviews the draft, how documents will be shared and which follow-up questions are included. Keep a copy of the agreed scope and confirm the actual meeting arrangements before traveling.