Contact Our Orlando Tax Preparation Office

Contact us for assistance with individual, self-employed, 1099, business, prior-year, and amended tax return preparation.

You can reach us by phone, email, online appointment scheduling, or visit our Orlando office.

Tax preparation office entrance with palm trees and a professional walking in, Orlando, Florida
Form

Contact Form

Have a general question? Complete the form below and a member of our office can respond to your inquiry.

DO NOT SUBMIT SENSITIVE TAX INFORMATION THROUGH THIS FORM.For your security, please do not enter or attach Social Security numbers, taxpayer identification numbers, W-2 forms, 1099 forms containing sensitive information, complete tax returns, bank-account information, credit or debit card information, driver's licenses, passports, identity documents, or other confidential tax or financial records.Use our Secure Client Portal instead

Have questions about tax preparation or need to schedule an appointment?

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Contact Information

📞 Phone

[TAX BUSINESS PHONE NUMBER]

Tap the number above on your mobile device to call our office.

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Email

[TAX BUSINESS EMAIL ADDRESS]

Email us with general questions about our services or appointment availability.

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Important Security Notice

Do not email Social Security numbers, W-2s, complete tax returns, bank-account information, driver's licenses, passports, or other sensitive tax documents through ordinary unsecured email.

Use our designated Secure Client Portal for confidential tax documents.

Securely Upload Tax Documents

📍 Orlando Office

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Nelson Capital Financial Services

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3700 34th Street

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Suite 100P

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Orlando, FL 32805

Get Directions

🕐 Office Hours

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Monday: 9:00 AM – 6:00 PM

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Tuesday: 9:00 AM – 6:00 PM

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Wednesday: 9:00 AM – 6:00 PM

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Thursday: 9:00 AM – 6:00 PM

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Friday: 9:00 AM – 6:00 PM

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Saturday: 9:00 AM – 2:00 PM

Sunday: Closed

Appointment availability may differ from regular office hours.

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Schedule a Tax Appointment

Ready to get started?

Schedule an available:

  • In-Person Appointment

Meet with us at our Orlando office.

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Book In-Person Appointment

Phone Appointment

Schedule a convenient time to discuss your tax preparation needs by phone.

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Book Phone Appointment

Virtual Appointment

Handle your tax preparation remotely when an appropriate virtual appointment is available.

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Book Virtual Appointment

Services We Can Help With Contact us about qualifying:

  • Individual Tax Preparation
  • W-2 Tax Preparation
  • 1099 Tax Preparation
  • Self-Employed Tax Preparation
  • Independent Contractor Taxes
  • Small-Business Tax Preparation
  • LLC Tax Preparation
  • Partnership Tax Preparation
  • S Corporation Tax Preparation
  • Corporate Tax Preparation
  • Rental Property Tax Preparation
  • Prior-Year / Back Tax Preparation
  • Amended Tax Returns
  • Tax Document Questions
  • Other tax preparation matters within our services

View All Tax Preparation Services

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New Tax Clients

If you're a new client, you can get started in three steps:

  • Step 1 — Book an Appointment

Choose an available in-person, phone, or virtual appointment.

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Book Appointment

  1. Review Documents Needed

    Use our tax-document checklist to determine which records apply to your situation.

View Documents Needed

  1. Securely Submit Requested Documents

    Use the designated secure client portal for confidential tax records.

Securely Upload Documents

What Should I Bring to My Appointment?

The documents required depend on your tax situation.

Common documents may include:

  • Government-issued identification
  • Prior-year tax return
  • W-2 forms
  • 1099 forms
  • Dependent information
  • Business records
  • Self-employment records
  • Rental-property records
  • Retirement-income documents
  • Investment-related tax documents
  • Estimated tax payment information
  • IRS correspondence
  • Other applicable tax documents

View Complete Tax Document Checklist

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Contact Form

Have a general question?

Complete the form below and a member of our office can respond to your inquiry.

[INSERT CONTACT FORM HERE]

Recommended fields:

  • Full Name*
  • Email Address*
  • Phone Number
  • What Can We Help You With?*

Dropdown options:

  • Individual Tax Preparation
  • 1099 / Self-Employed Taxes
  • Business Tax Preparation
  • Prior-Year / Back Taxes
  • Tax Amendment
  • Tax Document Question
  • Appointment Question
  • IRS Notice / Tax Preparation Review Other
  • Message*
  • SUBMIT
  • 🔒 Important Contact Form Security Notice

Place this warning directly above the Message field and Submit button:

DO NOT SUBMIT SENSITIVE TAX INFORMATION THROUGH THIS FORM.

For your security, please do not enter or attach:

  • Social Security numbers
  • Taxpayer identification numbers
  • W-2 forms
  • 1099 forms containing sensitive information
  • Complete tax returns
  • Bank-account information
  • Credit or debit card information
  • Driver's licenses
  • Passports
  • Identity documents
  • Other confidential tax or financial records

Use our Secure Client Portal when submitting sensitive documents.

Ready to Get Your Taxes Prepared?

Don't wait until the last minute to organize your tax documents.