Whether you file as an individual or run a growing company in Wesley Chapel, Tampa Bay or anywhere in Florida, this practical guide explains major categories of tax services—from preparation and planning to IRS representation—with scope, provider qualifications and availability to be confirmed separately with Henriquez Accounting & Tax Services.
Table of Contents
Personal & Business Taxes IRS Notices & Audits S-Corp Optimization Florida Sales & Use Tax Bookkeeping Alignment
8 Tax Services and Related Support Options
Personal Tax Preparation
W-2, 1099, investments, rental real estate, kids/education, retirement, and amendments.
Business Tax Preparation
LLC/S-Corp/C-Corp/Partnerships, multi-state exposure, owner comp, payroll coordination.
Tax Planning (Year-Round)
Quarterly reviews, projections, elections, reasonable comp, and entity optimization.
IRS Representation
Notices, penalties, audits, appeals, payment plans, and penalty relief.
Accounting & Bookkeeping
Monthly closes, reconciliations, cleanup, and tax-ready financial statements.
Controller/CFO Services
Dashboards, forecasts, budgets, KPIs, pricing strategy, and cash planning.
Florida Sales & Use Tax
Registration, nexus review, rates, filing cadence, and audit readiness.
Return Corrections and Administrative Adjustment Requests
Use the correction procedure required for the entity and tax year. A partnership subject to the centralized partnership audit regime generally corrects a prior return through an administrative adjustment request rather than an ordinary amended partnership return. Confirm the applicable regime, forms and partner consequences before filing. See IRS guidance on BBA partnership administrative adjustment requests.
EA vs CPA: Who Should You Work With?
An Enrolled Agent (EA) generally has unlimited representation rights before the IRS, subject to taxpayer authorization and applicable practice rules. A U.S. CPA holds state licensure; confirm the practitioner’s jurisdiction and scope, particularly for assurance engagements. EA status alone does not authorize court litigation. Learn more: EA vs CPA Guide.
Agree on Your Tax Services Before Work Begins
- Discovery: Understand income streams, entities, and goals.
- Document Intake: Confirm the checklist, transfer method and document responsibilities.
- Reconciliation: Cleanup and monthly closes to make books tax-ready.
- Preparation & Review: Agree who prepares and reviews the return and which supporting records are required.
- E-File & Plan: Confirm form eligibility, authorization, filing acceptance and any separately agreed planning work.
Quarterly planning
Review payment requirements
Entity strategy
S-Corp timing & compensation
Credit capture
Education, energy, business incentives
Audit readiness
Clean books & documentation
Florida Considerations
- Sales & Use Tax: Verify nexus and filing cadence for in-state and online sellers. Get help.
- S-Corp Salaries: Model reasonable compensation and payroll timing to reduce risk.
- Multi-location Tracking: Use classes/locations/job-costing to see performance clearly.
Ready to Simplify Your Taxes?
Book a consultation to discuss the scope and availability of books, filing & planning, and IRS notices. Schedule Consultation
Tax Services FAQs
What’s the difference between tax prep and tax planning?
Preparation reports activity for the relevant tax year using applicable rules and supporting records. Planning evaluates possible future actions, eligibility, timing and consequences; it does not guarantee a particular result.
Do I need a CPA for audited financial statements?
A financial statement audit or review requires an appropriately licensed provider and a separate engagement. A compilation provides no assurance and has its own reporting requirements. Henriquez Accounting’s 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. Do not assume U.S. CPA assurance services are included in a bookkeeping or tax engagement. See the AICPA overview of preparation, compilation and review standards.
Can you help with old IRS letters and penalties?
With appropriate authorization, we can help evaluate notices, prepare responses and request penalty relief or an installment agreement where eligible. Approval depends on the relevant agency's rules and the taxpayer's facts; relief or a payment plan is not guaranteed.
Do you support QuickBooks and payroll integrations?
Confirm the specific software edition, payroll system, integration, permissions and filing requirements before agreeing support. Compatibility and available features depend on the systems and engagement.
Do you work across Florida and remotely?
Confirm service availability, remote document arrangements and any meeting location directly before starting. A geographic reference does not establish an office or a particular security control.