Partner with a highly trusted and deeply experienced Enrolled Agent (EA) to ensure that your tax filings are not only accurate but also carefully optimized to help you maximize all the deductions and credits you are eligible for. By working with a skilled EA, you can significantly reduce the risk of errors, avoid costly mistakes, and prevent any potential complications or issues that might arise with the IRS during the tax process. To make your tax preparation experience as smooth, efficient, and stress-free as possible, we have put together a detailed and comprehensive guide outlining the essential documents you should bring with you, the crucial key timelines you must keep in mind to meet all filing deadlines, and how our dedicated, knowledgeable team provides thorough, personalized support tailored specifically to individuals, landlords, and small business owners throughout the entire Tampa Bay area.
What to Bring to Your Appointment
- Photo ID, SSNs/ITINs for all filers & dependents
- Last year’s return (federal & state)
- Income forms: W-2, 1099-NEC/INT/DIV/B, K-1
- Rental income/expense logs & leases
- Brokerage/crypto 1099-B with cost basis
- 1098 mortgage interest & property taxes
- Charity receipts; medical totals (HSA/FSA)
- Education 1098-T/E; student loan 1098-E
- Business P&L, mileage log, payroll reports
- Health coverage forms 1095-A/C (if applicable)
Credits & Deductions You Don’t Want to Miss
- Child Tax Credit & Dependent Care Credit
- Education: AOTC & Lifetime Learning
- Energy-efficient home & EV incentives
- Qualified Business Income (QBI)
- Home office & accountable plan policies
- Vehicle & depreciation (Sec. 179/bonus)
- Retirement contributions (IRA, SEP, Solo 401(k))
- Rental real estate expenses & travel logs
Timeline & Filing Strategy
We meticulously map out all critical deadlines well in advance, thoughtfully planning and organizing each step with great care and precision to ensure that absolutely nothing is overlooked or missed throughout the entire process from start to finish. We manage extensions with deliberate consideration and only when it truly makes sense for your unique situation, carefully avoiding any unnecessary delays that could potentially cause complications or disruptions. Additionally, we strategically apply safe-harbor estimates to help minimize any potential penalties, fees, or interest charges that might arise from late or inaccurate filings, thereby protecting your financial interests. By utilizing secure, state-of-the-art e-signature technology, maintaining fully reconciled and accurate books at all times, and preparing a comprehensive, audit-ready file, we guarantee that everything runs smoothly and efficiently not only during the initial filing process itself but also long after the April 15 deadline has passed, providing you with ongoing peace of mind and unwavering confidence in your financial compliance and record-keeping.
How Our EA Team Works with You
- Discovery: Quick call to outline goals & missing docs
- Prepare: Clean books, compile forms, and e-file accurately
- Protect: IRS notices, penalty relief, payment plans
- Optimize: Quarterly reviews & year-round planning
Related services: Tax Preparation • Bookkeeping • IRS Representation • Controller/CFO
Ready for a Smooth, Compliant Tax Season?
Schedule a relaxed, no-obligation 30-minute consultation with a highly trusted and exceptionally experienced Enrolled Agent who will dedicate ample time to thoroughly and meticulously review all of your documents in great detail. During this personalized and in-depth consultation, they will carefully analyze your financial information to help you identify and maximize every available credit and deduction, ensuring that you receive the full range of benefits and savings you rightfully qualify for. Beyond just the initial review, you will also gain expert guidance, tailored advice specific to your unique situation, and ongoing personalized support throughout the entire tax filing process. This comprehensive and attentive approach guarantees that you can move forward with complete confidence, clarity, and peace of mind, knowing that your tax matters are being handled by a knowledgeable professional who is fully committed to your financial well-being, accuracy, and long-term success.
Services: Tax Preparation • Bookkeeping • IRS Representation
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