Tax season in Lakeland, FL doesn’t need to be stressful. With a proactive accountant, you’ll know what to bring, which credits apply, how to meet deadlines, and how to keep audit-ready books all year. Here’s a simple plan our team follows with individuals, landlords, and small businesses.

What to Bring to Your Appointment

Photo ID, SSNs/ITINs for all filers & dependents
Prior-year tax return (federal & state)
Income: W-2, 1099-NEC/INT/DIV/B, K-1
Rental records: rents, repairs, insurance, taxes
Stock/crypto sales with cost basis (1099-B)

Mortgage 1098 & property taxes
Charitable donations & medical totals
Education 1098-T/E; student loan 1098-E
Business P&L, mileage log, payroll summaries
Health coverage forms 1095-A/C (if applicable)

Deadlines, Extensions & a Smarter Filing Strategy

We map deadlines, use safe-harbor estimates to avoid penalties, and decide early if an extension is wise. You’ll e-sign securely and receive a tidy support file in case the IRS or a lender asks for backup.

Credits & Deductions Lakeland Filers Often Miss

Child Tax Credit & Dependent Care Credit
Education: AOTC & Lifetime Learning
Energy/EV incentives & home improvements
HSA contributions & medical strategies

Home office & accountable plan reimbursements
Vehicle & depreciation (Sec. 179/bonus)
Qualified Business Income (QBI) deduction
Rental real estate expenses & travel logs

For Lakeland Business Owners

Entity choice: LLC → S-Corp analysis and timing
Payroll: Reasonable salary, officer comp, draws
Estimates: Quarterly payments using safe harbors

Bookkeeping: Monthly close, reconciliations, AR/AP
Job costing: Track margins by job/class/service line
Controller/CFO: Forecasts, budgets, KPI dashboards

Explore: Bookkeeping • Tax Preparation • Controller/CFO

IRS Notices, Audits & Payment Plans

If a notice arrives, we respond, request transcripts, and assemble documentation. We also pursue penalty relief and set up installment agreements when needed—while keeping the current year on track.

Ready for a Smooth, Stress-Free Tax Season in Lakeland?

Book a no-pressure 30-minute call. We’ll review your documents, map deadlines, and maximize savings.

Schedule Consultation

Related services: IRS Representation • Bookkeeping

How the Right Accountant in Lakeland, FL Can Simplify Tax Season