Work with a licensed Enrolled Agent (EA) to file your tax return accurately, capture every eligible tax deduction, and stay fully audit-ready. Below is exactly what tax documents to gather, when to file, and how we help individuals, landlords, and small businesses across Tampa Bay with reliable tax support every step of the way.
What to Bring to Your EA Appointment
- Photo ID, SSNs/ITINs for you & dependents
- Last year’s federal & state returns
- Income forms: W-2, 1099-NEC/INT/DIV/B, K-1
- Rental records: leases, rents received, expenses
- Crypto/stock sales (1099-B) & basis details
- Deductions: mortgage 1098, property taxes
- Charity receipts & medical totals
- Education 1098-T/E & student loan 1098-E
- Business: P&L, mileage log, payroll reports
- Health coverage forms 1095-A/C (if applicable)
Key Filing Timeline
We start with a brief but thoroughly comprehensive tax discovery call designed to carefully map out all crucial deadlines, identify potential extensions, and provide detailed, accurate tax estimates to guide the entire process. After completing this important initial step, we move forward by thoroughly reviewing all relevant tax documents, meticulously reconciling the books to ensure accuracy, and making certain that every tax filing is completed correctly and punctually. Throughout the entire process, we offer full support for electronic signatures to streamline and simplify each stage of your tax workflow.
Common Credits & Deductions to Explore
- Child Tax Credit, Dependent Care Credit
- Education: American Opportunity & Lifetime Learning
- Energy/EV incentives & home credits (as eligible)
- QBI for pass-through businesses
- Home office & accountable plan reimbursements
- Vehicle & depreciation (Sec. 179/bonus)
- Retirement contributions (IRA, SEP, Solo 401(k))
- Rental real estate expenses & travel logs
How an EA Helps You Save (and Sleep)
- Plan: Estimate taxes, choose entity/strategy, avoid penalties
- Prepare: Clean, reconciled books; accurate returns; e-file
- Protect: IRS notices & representation, payment plans, penalty relief
- Optimize: Quarterly reviews and year-round guidance
Explore our related services: Tax Preparation • Bookkeeping • IRS Representation • Controller/CFO
FAQs
Why choose an Enrolled Agent for tax season?
Enrolled Agents (EAs) are federally authorized tax professionals who possess the legal authority to represent you before the Internal Revenue Service (IRS) in a wide range of tax-related matters. These specialists focus exclusively on all aspects related to taxes, including but not limited to tax filing, comprehensive tax planning, and effectively resolving any tax issues or disputes that you may encounter throughout the year. Their in-depth expertise is dedicated solely to assisting both individuals and businesses in navigating the often complex and challenging tax system, ensuring compliance and optimizing tax outcomes.
Do I need perfect books before filing?
No. We have the full capability to clean up and organize your bookkeeping simultaneously, ensuring that your tax return is not only accurate but also meticulously prepared and completely ready in case of an audit. By taking this comprehensive approach, you can enjoy total confidence and peace of mind knowing that your financial records are accurate, well-maintained, and fully audit-ready, all without facing any unnecessary delays, stress, or complications throughout the process.
Can you help with back taxes or a payment plan?
Yes, we take care of every single aspect related to notices, providing comprehensive support throughout the entire penalty abatement process, and expertly setting up installment agreements designed specifically to help you stay fully on top of all your financial obligations. Throughout this entire process, we remain dedicated to ensuring that your current year stays on track, running smoothly and completely free from any unexpected complications or issues.
Ready for a Smooth Tax Season?
Schedule a no-obligation, 30-minute consultation call with a highly knowledgeable and experienced Enrolled Agent. During this valuable session, we will thoroughly review your important financial and tax documents, assist you in organizing and mapping out all critical deadlines, and collaborate closely to help you maximize every tax credit you are eligible for. This personalized consultation call is specifically designed to provide you with clear, expert guidance and practical advice, all delivered in a stress-free environment without any pressure or commitment on your part.
Services: Tax Preparation • Bookkeeping • IRS Representation
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