Choosing a tax preparer in Sarasota shouldn’t be confusing. Use this guide to compare credentials (EA/CPA), services, pricing, and local expertise so you can file accurately, maximize deductions, and avoid IRS stress. We support individuals, landlords, and small businesses across Downtown Sarasota, Siesta Key, Gulf Gate, Palmer Ranch, University Park, and Lakewood Ranch.

What to Look For

Credentials: Enrolled Agent (EA) or CPA; active PTIN; IRS representation ability.
Experience: S-Corps, rentals/STRs, multi-state, foreign assets, retirees.
Transparency: Written scope and clear pricing before work starts.

Technology: Secure portal, e-signature, cloud bookkeeping integrations.
Year-round support: Planning, estimates, IRS notices—not just April.
Bilingual service: English/Español communication and documents.

Why Local Sarasota Knowledge Matters

Florida has no state income tax, making it an attractive place for many residents and businesses. However, Sarasota County regulations still affect you in important ways—such as the tourist development tax that applies to short-term rental properties, the requirement for tangible personal property filings that certain types of businesses must complete, and various local licensing rules and nuances that can be complex. Working with a knowledgeable local tax preparer ensures that these specific details are anticipated and properly addressed, helping you stay fully compliant with all county requirements and avoid any potential penalties.

When to Hire a Pro (Not Just Software)

Small business & S-Corp: Reasonable comp, payroll, QBI, quarterly estimates.
Real estate: Rentals & STR/LTR rules, depreciation, 1031 timelines, cost seg.
Retirement & relocation: RMDs, Social Security taxation, part-year issues.
IRS letters/audits: Notices, payment plans, penalty relief, full representation.

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How Henriquez Accounting & Tax Services Helps

We’re an EA & CPA-led firm serving the Sarasota–Manatee area with proactive planning and precise preparation. Our team handles individual and business returns, IRS representation, and integrated bookkeeping & payroll, aligning your numbers all year—not just at tax time.

FAQs

EA vs CPA—what’s better for me?

An Enrolled Agent (EA) is a tax professional who holds a federal license specifically focused on taxation and is authorized to represent taxpayers directly before the Internal Revenue Service (IRS). In contrast, a Certified Public Accountant (CPA) offers a broader array of accounting services that go beyond taxation, including auditing financial statements, providing detailed financial planning, and offering various consulting services related to business and finance. Many clients discover that working with firms that provide both EA and CPA services is extremely beneficial, as this dual expertise guarantees a thorough and well-rounded approach to handling all aspects of their financial and tax-related needs.

Do you offer flat fees or packages?

Yes—our transparent and straightforward packages have been carefully and specifically designed to comprehensively cover a wide range of essential services, including tax preparation, bookkeeping, and CFO/Controller support services. Each individual package is thoughtfully crafted to include a clearly defined scope along with a well-outlined and detailed list of deliverables that ensures complete clarity and thorough understanding for every single client. This meticulous approach guarantees that all aspects of the services provided remain fully transparent, easy to comprehend, and straightforward, leaving absolutely no room for any confusion, uncertainty, or ambiguity at any stage of the process.

Can you work 100% remotely?

Absolutely. We utilize highly secure portals designed to protect your sensitive information at every step, ensuring your data remains confidential and safe from unauthorized access. Additionally, we offer convenient e-signature options that streamline the process, allowing for much faster and more efficient handling of necessary documents. To maintain clear and effective communication, we also conduct video meetings, which help us stay connected and address any questions or concerns promptly. For our local clients who prefer a more personal touch, we provide the option to meet face-to-face in person by scheduling an appointment at a time that works best for your schedule.

Ready to Meet a Sarasota Tax Pro?