Serving Lakeland, Polk County, and nearby areas like Winter Haven, Auburndale, and Plant City, our Enrolled Agent (EA) team helps individuals and small businesses cut taxes legally, stay compliant, and avoid costly notices. Use these field-tested tips—then let Henriquez Accounting & Tax Services handle the heavy lifting: tax preparation & planning, IRS representation, bookkeeping, and Controller/CFO.
Credits & Deductions Quarterly Estimates S-Corp Strategy IRS Notices & Audits Bookkeeping Cleanup
Actionable Tips from a Lakeland EA
1) Track Business Mileage & Home Office
Use an app for mileage and keep a dedicated workspace log. Substantiation = safer deductions.
2) Separate Personal & Business
Dedicated bank/credit cards simplify audits and accelerate tax prep.
3) Plan Quarterly
Mid-year projections help right-size estimates and avoid penalties.
4) Consider S-Corp for Profits
Model reasonable compensation vs. distributions to reduce overall tax.
5) Keep Audit-Ready Records
Reconciled books + receipts lower notice risk and speed resolution.
6) Capture Credits
Education, energy, and small-business incentives—verify eligibility early.
Why Work with an Enrolled Agent?
- IRS authority: EAs can represent you nationwide for notices, audits, and appeals.
- Tax specialization: Year-round strategies for credits, timing, and basis planning.
- Coordination: We align bookkeeping, payroll, and filings to defend your position.
Need attest or audited financial statements? A CPA is required; we coordinate that for you. Learn the differences: EA vs CPA Guide.
Our Local Process (Made for Polk County)
- Discovery: Map income sources, entities, and goals.
- Diagnostics: Review books/returns to find savings and risks.
- Plan: Elections, entity strategy, estimate schedule, documentation.
- Implement: Cleanup, payroll alignment, credit capture, e-file.
- Monitor: Quarterly reviews and year-end adjustments.
Quarterly planning
Avoid penalties & surprises
Credit capture
Energy, education, business
Entity optimization
S-Corp timing & comp
Audit readiness
Clean, reconciled records
Ready to Lower Taxes with a Lakeland EA?
Book a discovery call. We’ll tailor the scope—personal or business—and handle books, preparation & planning, and IRS notices. Schedule Consultation
Frequently Asked Questions
Can an EA represent me for audits and appeals?
Yes. EAs can represent you before the IRS nationwide (not court litigation). We handle notices, audits, and appeals.
Is S-Corp right for my Lakeland business?
It depends on profit level and wages. We model reasonable compensation and payroll impacts before electing.
How often should I meet for planning?
Quarterly works best—especially before large purchases, hiring, or distributions.
Do you work fully remote?
Yes. Secure portals, e-sign, and e-file let us support Polk County and all Florida efficiently
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