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 individual income tax, but corporate income/franchise tax may apply to certain entities. Sarasota-area taxpayers may also have sales tax, tourist development tax, tangible personal property and licensing obligations. Review your entity, activities and current local requirements; professional assistance does not guarantee compliance or prevent penalties. See the Florida Department of Revenue corporate tax guidance.
When to Hire a Pro (Not Just Software)
Software can assist with return preparation, while a qualified professional can help evaluate complex issues and ongoing support. Choose based on your records, activities and decisions; neither approach guarantees a result.
- 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 and audits: review the notice, response deadline and representation scope. An eligible representative needs appropriate authorization for the specified matters and periods; relief depends on applicable requirements and agency decisions.
How Henriquez Accounting & Tax Services Helps
We’re an Enrolled Agent-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 is federally credentialed for IRS representation. A U.S. CPA holds a state-issued license. Check the provider’s current credentials, experience, engagement scope, and authorization for your matter. Pedro Henriquez is a U.S. Enrolled Agent and holds a Dominican Republic CPA credential; the Dominican credential is not a U.S. CPA license.
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. Review the written engagement and ask questions about deliverables, fees, deadlines, and any exclusions before work begins.
Can you work 100% remotely?
We offer virtual appointments and use the client portal and available electronic signature tools for agreed work. In-person appointments are arranged at our Zephyrhills office, 5243 Gall Blvd Suite 4, Zephyrhills, FL 33542; confirm availability before traveling.
Ready to Meet a Sarasota Tax Pro?
Services: Tax Preparation • Bookkeeping • IRS Representation • Controller/CFO