Taxes shouldn’t be a guessing game. The right tax strategist builds a year-round plan that reduces your liability, keeps you compliant, and aligns taxes with your goals. If you’re searching for a tax strategist in Central Florida, use the checklist below to evaluate expertise, security, and fit—then see how Henriquez Accounting & Tax Services can help. Explore our Tax Preparation, Accounting & Bookkeeping, and Business Consulting.

Why Work With a Tax Strategist (Not Just a Preparer)

Proactive planning: map deductions/credits early; avoid April surprises.
Quarterly estimates & cash flow: safe-harbor targets, vouchers, withholding checks.
Entity optimization: LLC vs. S-Corp modeling, reasonable compensation, payroll alignment.
Multi-state & remote work: residency, nexus, and credits for taxes paid to other states.
Audit-ready documentation: reconciliations, tie-outs, and clear support for deductions.

Qualities to Look For

Credentials & ethics: EA/CPA, PTIN, engagement letter, and clear privacy policy.
Local fluency: Central Florida experience, common industries, and regional nuances.
Planning cadence: monthly close, quarterly reviews, and annual strategy—not just filing.
Security: secure portal, MFA, encryption, documented access controls.
Transparent pricing: fixed-fee scope with timelines and response SLAs.

Key Questions to Ask

What returns do you focus on (1040, 1120S, 1065, multi-state)?
How do you handle quarterly estimates and cash-flow planning?
Will you review last year’s return for missed opportunities?
How do you support entity selection and S-Corp reasonable comp?
How do you protect my data and who has access?
What’s your process and timeline from intake to e-file?
Do you provide year-round support for notices and planning?

Month–Quarter–Year: Our Strategy Rhythm

Monthly

Reconcile bank/credit cards and categorize for tax readiness.
Publish P&L, Balance Sheet, Cash Flow; flag planning opportunities.
W-9 tracking for 1099s; sales/use tax checks where applicable.

Quarterly

Calculate and file estimated taxes; review safe-harbor thresholds.
Adjust payroll/entity items (e.g., S-Corp officer comp); retirement contribution planning.
KPI dashboard: margins, A/R aging, cash runway, budget vs. actual.

Annually

File 1040 / 1120S / 1065 as needed; coordinate business & personal.
Year-end planning: depreciation, timing, elections, and entity changes.
1099 preparation/e-file and documentation package.

Central Florida Search Tips

Filter for EA/CPA and small-business focus; confirm PTIN and active licensure.
Ask for local client references in your industry (contractors, e-commerce, real estate, professional services).
Review engagement letter scope: estimates, notices, number of states, and support windows.

What You’ll Get Working With Us

Year-round planning with quarterly vouchers and reminders.
Clean, audit-ready books and tax-ready reports.
Entity optimization and reasonable-comp modeling for S-Corps.
Notice handling and IRS/state guidance.

Book a 30-Minute Consultation

FAQs

Do you work remotely with Central Florida clients?

Yes—secure portal, e-sign, and e-file. We also offer phone/video consults and clear response-time SLAs.

Can you review last year’s return for missed savings?

Absolutely—carryforwards, elections, depreciation, 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 partner with a tax strategist?

We’ll build a plan that lowers taxes and reduces surprises—all year long. Talk to an Enrolled Agent today. Schedule Consultation

Finding the Right Tax Strategist Near Me in Central Florida