Tampa Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Tampa small business owners keep more of what they earn.
Tampa Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Tampa small business owners keep more of what they earn.
Tampa Tax Services for Small Businesses
From your first business return to a growing multi-entity structure, our Tampa-based CPAs handle your tax needs year-round.
What Changes When Your Taxes Work for You
Most small business owners only think about taxes once a year. Here's what happens when you hire a proactive CPA and start tax planning year-round.
Tax Preparation & Planning Pricing
For Individual and Business Taxes. See more of what we have below!
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and retirement income, including 1099-INT/DIV/B/R
- Mortgage interest, charitable contributions, child and dependent care, education credits Form 8863
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Real Estate &
Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties Schedule E
- OR One sole proprietorship Schedule C
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Business
Ideal for LLCs, C-Corps, S-Corps, multi-entity owners and high net worth individuals.
Includes:
- 1 Federal return preparation for S-Corp, C-Corp or partnership
- 1 State return preparation
- Quarterly estimates
- K-1 preparation for all partners
- Tax planning consultation
- Standard support schedules
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
Getting Started
Up to $250k in annual revenue
Who's Eligible:
- Rental property owners, sole proprietors, and new business owners
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $2500 in savings or we'll refund the difference.*
- 30-business-day guarantee from receiving your files*
Growing Business
Up to $250k in annual revenue
Who's Eligible:
- LLC business owners, sole proprietors, and real estate investors
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $4995 in savings or we'll refund the difference.*
High-Net-Worth
Advisory
Over $1 Million in liquid assets
Who's Eligible:
- Business owners with multiple entities and/or real estate partnerships
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
*Guarantee is only available to clients who have not implemented a tax advisory plan in the last 2 years.
Tampa and Florida Tax Expertise
Tampa and Florida have their own rules, thresholds, and deadlines. Our CPAs will help you navigate it all and make the best moves for your business.
Florida's Annual Report Filing
Every business entity is required to file an annual report through Sunbiz between January 1 and May 1. Missing it triggers late fees and eventually administrative dissolution.
Bilingual Support When
You Need It
Many of our CPAs and tax preparers are fluent in Spanish. We make sure you have someone on your named team who can go deeper in the language you're most comfortable with.
Two Business Tax
Receipts to Track
Both the City of Tampa and Hillsborough County require a Local Business Tax Receipt, renewed annually between July 1 and September 30. Miss it and penalties start October 1.
Relocating to Tampa Comes With Loose Ends
Owners moving their business to Florida often still owe filings in their old state. We help you close those out cleanly while you get set up here
No State Income Tax,
But C-Corps Still Owe
Florida doesn't tax personal income, and most pass-through entities skip state income tax too. C-corps still pay a 5.5 percent corporate income tax on Florida-sourced income.
Entity Structure
Changes the Math
Since Florida doesn't tax pass-through income, the choice between an LLC, S-corp, or C-corp affects your total tax bill more here than in states with a flat personal rate..
Tampa's Combined
Sales Tax Rate
Tampa sits at 7.5 percent combined sales tax, 6 percent state plus 1.5 percent Hillsborough County. Getting the right rate matters for retail and service businesses.
Our Tampa Team
Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Tampa community.
Let's Talk Taxes
Get simple, transparent pricing and a team that's here for your business.
Frequently Asked Questions (FAQ)
While Florida doesn't tax personal income and most pass-through entities skip state income tax as well, C-corps still pay a 5.5% corporate income tax on Florida-sourced income. This makes proactive tax planning essential depending on how your business is structured.
You need to track two: both the City of Tampa and Hillsborough County require a Local Business Tax Receipt. These must be renewed annually between July 1 and September 30, and failing to renew on time triggers penalties starting October 1.
Because Florida does not tax pass-through income, your choice of entity structure changes the math significantly more here than in states with a flat personal income tax rate. Our team evaluates your entity structure and coordinates with your books to ensure you aren't overpaying.
Every business entity in Florida is required to file an annual report through Sunbiz between January 1 and May 1. Missing this window triggers mandatory late fees and can eventually lead to the state administratively dissolving your business.
Tampa sits at a combined sales tax rate of 7.5 percent, which includes the 6 percent Florida state sales tax plus a 1.5 percent Hillsborough County tax. Applying the correct rate and jurisdiction is vital for staying compliant.
Relocating a business to Florida often leaves loose ends, as owners frequently still owe final tax returns or have lingering nexus in their former state. We help you cleanly close out those prior state filings while properly setting up your tax structure in Tampa.
Yes! Many of our CPAs and tax preparers are fluent in Spanish. We ensure you have a dedicated team member who can go deeper into your numbers and strategy in the language you feel most comfortable speaking.
Absolutely. We handle depreciation schedules, passive loss tracking, Schedule E filings, and navigate Florida-specific rules for real estate property owners and investors to help you keep more of your rental income.
We manage multi-state filing year-round. Our CPAs conduct nexus analysis, handle state apportionment, and manage state filings for businesses operating in more than one state so you remain fully compliant as you grow.
We provide built-in Audit Protection Coverage that covers up to $1,000,000 in tax representation fees in the event of an IRS notice of audit, giving you dedicated representation and complete peace of mind.