Tax Preparation Services in Orlando, FL

Our Tax Preparation Services

Individual & Business Tax Preparation

Every taxpayer has a different financial situation.

Some individuals receive income from a single employer. Others may have multiple jobs, operate a side business, receive 1099 income, own rental property, or operate an established business.

Our tax preparation services include assistance with qualifying:

• Individual tax returns
• Family tax returns
• W-2 income
• Multiple W-2s
• 1099 income
• Self-employment income
• Independent contractor income
• Gig-worker income
• Small-business tax preparation
• Rental-property activity
• Multiple sources of income
• Prior-year tax returns
• Amended tax returns

We focus on professional preparation, organization, and clear communication throughout the process.

Individual Tax Preparation

We provide individual tax preparation in Orlando for qualifying individuals and families.

Your return may involve:

• W-2 income
• Multiple employers
• 1099 income
• Dependents
• Childcare information
• Education-related tax documents
• Retirement income
• Homeownership
• Investment-related tax documents
• Rental-property activity
• Self-employment
• Other applicable income

Your filing requirements depend on your individual circumstances.

Learn More About Individual Tax Preparation

W-2 Tax Preparation

For many employees, W-2 income is the foundation of their federal income tax return.

Bring W-2 forms from every applicable employer.

If you changed jobs or worked for several employers during the year, make sure you have documentation from each employer before your return is prepared.

Additional documentation may be necessary if your tax situation also involves dependents, education, retirement income, self-employment, investments, or other financial activity.

Multiple W-2 Tax Returns

Working for multiple employers can create additional documentation.

You may have several W-2s if you:

• Changed employers
• Worked two jobs simultaneously
• Had seasonal employment
• Added a part-time job
• Worked through staffing companies
• Changed industries

Bring every applicable W-2 to your tax appointment.

Tax Preparation for Families

Family circumstances can affect different areas of a tax return.

Depending on your situation, relevant information may involve:

• Filing status
• Dependents
• Childcare
• Education
• Employment
• Homeownership
• Applicable deductions
• Applicable tax credits

Eligibility for deductions and credits depends on applicable tax rules and individual circumstances.

1099 Tax Preparation

Receiving a 1099 can make tax preparation different from filing a return based solely on W-2 employment.

We assist qualifying taxpayers who receive 1099 income, including:

• Independent contractors
• Consultants
• Freelancers
• Rideshare drivers
• Delivery drivers
• Real estate professionals
• Insurance professionals
• Construction contractors
• Cleaning professionals
• Landscaping professionals
• Home-service providers
• Other self-employed taxpayers

Keep complete records of your business income and applicable expenses.

Learn More About 1099 & Self-Employed Tax Preparation

Self-Employed Tax Preparation

Self-employed taxpayers may receive payments through:

• 1099 forms
• Checks
• Electronic transfers
• Payment applications
• Online platforms
• Credit-card payments
• Direct customer payments
• Other payment methods

Tax preparation should consider applicable business income even when a particular payment does not appear on a 1099 form.

Good recordkeeping is particularly important for self-employed taxpayers.

Potentially relevant records may include:

• Business income
• Advertising
• Equipment
• Materials
• Supplies
• Business insurance
• Professional fees
• Software
• Qualifying vehicle or mileage records
• Other applicable business expenses

The deductibility and tax treatment of an expense depend on applicable tax rules and circumstances.

Independent Contractor Tax Preparation

Independent contractors often have different tax considerations from traditional employees.

We assist qualifying contractors working in industries such as:

• Construction
• Consulting
• Transportation
• Cleaning
• Landscaping
• Maintenance
• Real estate
• Insurance
• Professional services
• Home services
• Freelance work

Independent contractors should maintain organized income and expense records throughout the year.

Gig Worker Tax Preparation

Gig-economy income can come from one or several platforms.

We can assist qualifying:

• Rideshare drivers
• Delivery drivers
• Couriers
• Freelancers
• Online service providers
• Other platform-based workers

Relevant documentation may include 1099 forms, platform statements, income records, business mileage records, and applicable business expenses.

Small Business Tax Preparation in Orlando

Operating a business may create additional tax filing and recordkeeping responsibilities.

We provide small-business tax preparation in Orlando for qualifying businesses and business owners.

Depending on the services offered and the business's circumstances, preparation may involve businesses organized as:

• Sole proprietorships
• Single-member LLCs
• Multi-member LLCs
• Partnerships
• S corporations
• Corporations

Different business structures can have different federal tax filing requirements.

Learn More About Business Tax Preparation

What Business Records Should I Keep?

Accurate bookkeeping and recordkeeping can make tax preparation considerably easier.

Business owners should maintain applicable records involving:

• Gross revenue
• Customer payments
• Operating expenses
• Advertising and marketing
• Equipment
• Materials
• Supplies
• Business insurance
• Professional fees
• Software
• Contract labor documentation
• Qualifying vehicle records
• Other business transactions

Business and personal transactions should generally be kept separate whenever possible.

Home-Based Business Tax Preparation

Many entrepreneurs operate businesses partly or entirely from home.

Examples may include:

• Consultants
• Freelancers
• Online businesses
• Administrative services
• Marketing businesses
• Tutors
• Professional services
• Other service businesses

Operating a business from home does not automatically make household expenses deductible.

Eligibility for home-office treatment depends on applicable tax requirements and individual circumstances.

Side-Hustle Tax Preparation

A side business can create tax-reporting responsibilities even when you also have a full-time job.

Common combinations include:

• W-2 employment + 1099 income
• W-2 employment + rideshare income
• W-2 employment + freelance income
• W-2 employment + consulting
• W-2 employment + small-business income
• W-2 employment + rental income

Bring documentation for all applicable income sources.

Tax Preparation for Real Estate Professionals

Real estate professionals may receive commission and independent contractor income.

Potentially relevant records may include:

• 1099 forms
• Commission statements
• Advertising expenses
• Professional fees
• Business insurance
• Software expenses
• Qualifying mileage records
• Other applicable business expenses

We can assist qualifying real estate professionals with tax preparation based on their individual business circumstances.

Rental Property Tax Preparation

Rental-property ownership can add another layer to a tax return.

We assist qualifying property owners with returns involving:

• Rental income
• Property management expenses
• Repairs and maintenance
• Insurance
• Professional fees
• Certain operating expenses
• Depreciation information
• Property improvements
• Property purchase and sale documentation

The tax treatment of rental-property activity depends on the facts and applicable tax rules.

Learn More About Rental Property Tax Preparation

Tax Preparation for Multiple Sources of Income

Today's taxpayers often receive income from several different sources.

Examples include:

• Multiple W-2s
• W-2 + 1099
• W-2 + self-employment
• W-2 + rental property
• Retirement + W-2
• Retirement + consulting
• Business + rental income
• W-2 + business + rental income

Having several income sources does not necessarily mean tax preparation has to be confusing.

The important first step is gathering complete documentation for every applicable source.

Prior-Year Tax Preparation

Have an earlier tax return that still needs to be prepared?

Prior-year tax preparation may be available depending on the year and your circumstances.

Bring available documentation for the applicable tax year, including:

• W-2 forms
• 1099 forms
• Retirement-income documents
• Business records
• Rental-property records
• Other applicable tax documents

Learn More About Prior-Year Tax Returns

Amended Tax Returns

Sometimes information is discovered after a tax return has already been filed.

Examples may include:

• A missing income document
• Incorrect information
• Additional tax documentation
• Other information affecting the original return

An amended return may be appropriate in certain circumstances.

We can review the available information and determine whether preparing an amended return falls within the tax preparation services we provide.

Learn More About Amended Tax Returns

What Documents Do I Need for Tax Preparation?

The documents required depend on your individual circumstances.

Common items include:

• Personal Information
• Government-issued identification
• Social Security or taxpayer identification information
• Dependent information
• Prior-year tax return
• Income Documents
• W-2 forms
• 1099 forms
• Retirement-income documents
• Social Security tax documents when applicable
• Other income statements
• Self-Employment & Business Records
• Business income
• 1099 forms
• Expense records
• Equipment purchases
• Advertising expenses
• Business insurance
• Professional fees
• Mileage records when applicable
• Other applicable business documentation
• Property Records
• Mortgage-related tax documents
• Rental-income records
• Property management statements
• Repair and maintenance records
• Property purchase documents
• Property sale documents
• Prior depreciation information when applicable

View the Complete Documents Needed Checklist

How Our Tax Preparation Process Works

1. Schedule Your Appointment

   Choose a convenient appointment option and provide basic information about the type of tax return you need prepared.

2. Gather Your Documents

   Use our tax document checklist to organize your W-2s, 1099s, business records, rental-property records, and other applicable documents.

3. Provide Your Tax Information

   Provide the information and documentation necessary to prepare your return through the approved process available to you.

Sensitive tax documents should be transmitted through an appropriate secure method rather than an ordinary unsecured contact form.

1. Tax Return Preparation

   Your tax information is organized and the return is prepared based on the documentation provided and applicable tax requirements.

2. Review

   Applicable information should be reviewed before the return is finalized.

3. Complete the Filing Process

   Once applicable review and authorization requirements are completed, the return can proceed through the appropriate filing process.

Why Choose Our Tax Preparation Services?

Tax Preparation Throughout Central Florida

Our tax preparation services are available to qualifying clients throughout Orlando and many surrounding communities, including:

• Orlando
• Kissimmee
• Winter Park
• Winter Garden
• Ocoee
• Apopka
• Altamonte Springs
• Sanford
• Lake Mary
• Longwood
• Maitland
• Oviedo
• Clermont
• Davenport
• Celebration
• St. Cloud
• Lake Nona
• Dr. Phillips
• Windermere
• Horizon West
• Deltona
• DeLand
• And surrounding Central Florida communities

Visit our Areas We Serve page for our complete service-area directory.

Frequently Asked Questions About Tax Preparation

Can you prepare taxes if I own several businesses or have multiple

income sources?

We can assist with qualifying returns involving multiple sources of income. The specific services required depend on the businesses, tax forms, entity structures, and circumstances involved.

Can you prepare an old tax return?

Prior-year preparation may be available depending on the tax year and individual circumstances.

Do you prepare amended returns?

Amended return preparation may be available depending on the circumstances.

What documents should I bring?

Bring identification and all applicable income, dependent, business, rental-property, and other tax documentation. Visit our Documents Needed page for a detailed checklist.

Ready to Get Started?

Whether you need an individual tax return, 1099 tax preparation, self-employed tax preparation, business tax preparation, or assistance with rental-property income, we're ready to help.

Organize your tax documents and schedule your appointment.