A local Sarasota tax accountant does more than file returns—they bring regional expertise, year-round planning, and clean, audit-ready books that drive better decisions. From Florida-specific nuances to multi-state and remote-work questions, the right partner helps you stay compliant and keep more of what you earn. At Henriquez Accounting & Tax Services, we combine monthly closes with quarterly planning and proactive guidance for individuals and small businesses across Sarasota County. Explore our Tax Preparation, Accounting & Bookkeeping, Outsourced Controller/CFO, and Business Consulting.
Why Work with a Sarasota Tax Accountant
- Proactive tax planning: map deductions/credits early; safe-harbor estimates and cash-flow forecasting.
- Florida & local fluency: state rules, municipal nuances, and industry trends common to Gulf Coast businesses.
- Clean, audit-ready books: reconciliations, tie-outs, documentation, and notice response playbooks.
- Entity optimization: LLC vs. S-Corp modeling, reasonable compensation, and payroll alignment.
- Time back: a documented close process and deadlines handled for you.
Month–Quarter–Year: What We Do
Monthly
- Reconcile bank/credit cards; review coding for tax readiness; lock prior periods.
- Publish P&L, Balance Sheet, and Cash Flow with variance notes.
- Sales & use tax checks (where applicable) and W-9/1099 tracking.
Quarterly
- Calculate and submit estimated taxes; verify safe-harbor targets and withholding.
- Budget vs. actual and cash-runway reviews; adjust payroll/entity settings.
- KPI dashboard: margins, A/R aging, DSO, and working-capital health.
Annually
- Return prep for 1040 / 1120S / 1065; coordinate personal & business filings.
- Year-end planning: depreciation strategy, elections, and timing of income/expenses.
- 1099 e-file and documentation package for audit readiness.
Common Sarasota Use Cases
- Multi-state & remote work: residency, credits for taxes paid to other states, and nexus guidance.
- Contractors & trades: job costing, materials vs. tools, and mileage tracking.
- Real estate & rentals: capitalization, cost segregation basics, and passive-loss rules.
- E-commerce: sales/use tax exposure reviews and marketplace facilitator considerations.
How to Choose the Right Sarasota Tax Pro
- Credentials & scope: EA/CPA; focus on your return types (1040, 1120S, 1065; multi-state when needed).
- Security & process: secure portal, MFA, engagement letter, documented QA/review workflow.
- Planning cadence: monthly close, quarterly estimates, annual strategy—not just April filing.
- Transparent pricing: fixed-fee scope with timelines, states/schedules, and notice support.
What You’ll Get Working With Us
- Accurate books and reconciliations—every month.
- Quarterly vouchers and reminders with safe-harbor targets.
- Return prep (1040/1120S/1065) and IRS/state notice support.
- Executive dashboard: margins, A/R & A/P, cash runway, and tax-ready KPIs.
FAQs
Do you serve Sarasota clients remotely?
Yes—secure portal, e-sign, and e-file statewide and nationwide; phone/video consults with clear SLAs.
Can you review last year’s return for missed savings?
Absolutely—carryforwards, elections, depreciation, QBI, and credits are common areas we optimize.
What records do you need to start?
Prior returns, W-2/1099s, bank/credit statements, QuickBooks access, and any IRS/state notices.
Ready to collaborate with a Sarasota tax accountant?
From proactive planning to accurate filing, we’ll help you save more and stress less. Talk to an Enrolled Agent today. Schedule Consultation
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