Whether you file as an individual or run a growing company in Wesley Chapel, Tampa Bay or anywhere in Florida, this practical guide explains every major tax service—from preparation and planning to IRS representation— and shows how Henriquez Accounting & Tax Services coordinates everything so you can focus on growth.
Personal & Business Taxes IRS Notices & Audits S-Corp Optimization Florida Sales & Use Tax Bookkeeping Alignment
Core Tax Services We Provide
Personal Tax Preparation
W-2, 1099, investments, rental real estate, kids/education, retirement, and amendments.
Business Tax Preparation
LLC/S-Corp/C-Corp/Partnerships, multi-state exposure, owner comp, payroll coordination.
Tax Planning (Year-Round)
Quarterly reviews, projections, elections, reasonable comp, and entity optimization.
IRS Representation
Notices, penalties, audits, appeals, payment plans, and penalty relief.
Accounting & Bookkeeping
Monthly closes, reconciliations, cleanup, and tax-ready financial statements.
Controller/CFO Services
Dashboards, forecasts, budgets, KPIs, pricing strategy, and cash planning.
Florida Sales & Use Tax
Registration, nexus review, rates, filing cadence, and audit readiness.
Amended Returns
1040X/1120S/1065 corrections, credit claims, and response to IRS letters.
EA vs CPA: Who Should You Work With?
An Enrolled Agent (EA) is a federally licensed tax expert who can represent you before the IRS nationwide—ideal for filings, notices, audits, and amendments. A CPA is state-licensed and required for attest services (audits/reviews). Many clients benefit from a coordinated team. Learn more: EA vs CPA Guide.
Our Process: Fast, Accurate, Proactive
- Discovery: Understand income streams, entities, and goals.
- Document Intake: Secure portal and checklist tailored to your situation.
- Reconciliation: Cleanup and monthly closes to make books tax-ready.
- Preparation & Review: Senior review focused on accuracy and savings.
- E-File & Plan: Submission, confirmations, and a quarter-by-quarter plan.
Quarterly planning
Avoid surprises & penalties
Entity strategy
S-Corp timing & compensation
Credit capture
Education, energy, business incentives
Audit readiness
Clean books & documentation
Florida Considerations
- Sales & Use Tax: Verify nexus and filing cadence for in-state and online sellers. Get help.
- S-Corp Salaries: Model reasonable compensation and payroll timing to reduce risk.
- Multi-location Tracking: Use classes/locations/job-costing to see performance clearly.
Ready to Simplify Your Taxes?
Book a discovery call. We’ll scope the right mix—personal or business—and handle books, filing & planning, and IRS notices. Schedule Consultation
Frequently Asked Questions
What’s the difference between tax prep and tax planning?
Prep files last year correctly; planning changes this year’s outcome with elections, timing, and credits.
Do I need a CPA for audited financial statements?
Yes. Attest work (audits/reviews/compilations) requires a CPA firm. We coordinate that alongside your taxes.
Can you help with old IRS letters and penalties?
Absolutely. We respond to notices, request abatements, and set payment plans if needed.
Do you support QuickBooks and payroll integrations?
Yes—QuickBooks Online/Desktop, major payroll platforms, e-sign, and secure e-file tools.
Do you work across Florida and remotely?
Yes. We serve clients statewide and fully remote with secure portals.
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