Partner with a trusted Enrolled Agent (EA) to file accurately, capture deductions, and avoid IRS headaches. Here’s what to bring, key timelines, and how our team supports individuals, landlords, and small businesses across Tampa Bay.

What to Bring to Your Appointment

Discovery: &nbsp;Quick call to outline goals &amp; missing docs
Prepare: &nbsp;Clean books, compile forms, and e-file accurately
Protect: &nbsp;IRS notices, penalty relief, payment plans
Optimize: &nbsp;Quarterly reviews &amp; year-round planning

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 map deadlines, handle extensions when wise, and use safe-harbor estimates to reduce penalties. Secure e-signature, reconciled books, and an audit-ready file keep everything smooth through and after April 15.