Choosing the right Tampa tax service should give you more than a once-a-year return—expect proactive planning, penalty-free compliance, and clear guidance tailored to Florida businesses. At Henriquez Accounting & Tax Services, we combine a disciplined monthly close with quarterly tax projections and year-end filing support, so your books are clean and your decisions are confident. Explore Tax Preparation, Bookkeeping, and Controller/CFO Advisory.

Credentialed Proactive Audit-Ready

The right partner blends planning + process + security—so tax season becomes a non-event.

How to Evaluate Tampa Tax Services (Checklist)

• Credentials: Enrolled Agent (EA) or CPA in good standing; active PTIN; IRS e-file capability.
• Planning cadence: monthly bookkeeping + quarterly projections, not just April support.
• Industry experience: trades, restaurants, e-commerce, real estate, professional services.
• Scope in writing: deliverables, deadlines, response times, and what’s not included.
• Security posture: encrypted portal, MFA, e-sign, least-privilege access, retention policy.
• Pricing clarity: fixed-fee or retainer with defined tasks; change-order process for extras.
• IRS representation: ability to handle notices, audits, collections, and appeals.

Tampa/Florida Considerations

• No state income tax: federal strategy (entity choice, salary vs. distributions, retirement timing) drives savings.
• Sales & use tax: correct mapping and timely filings (e.g., DR-15) where applicable.
• Tourist development tax: may apply for short-term rentals; coordinate with sales tax filings.
• E-commerce & multistate: marketplace facilitator and nexus reviews to avoid surprise liabilities.
• Year-start deadlines: W-2/1099 e-filing and quarterly estimates set the tone for a penalty-free year.

Must-Have Capabilities

• Entity support: S-Corp modeling & “reasonable comp,” partnerships (1065), corporations (1120/1120S), Schedule C/E.
• Quarterly estimates: safe-harbor strategy with vouchers and due-date tracking.
• 1099 workflow: W-9 collection, e-file 1099-NEC/MISC, and clean vendor mapping.
• Notice resolution: respond to IRS/FL DOR letters with documentation and timelines.
• Clean books: reconciliations, tie-outs, and locked periods feeding tax-ready workpapers.

Service Cadence (Month–Quarter–Year)

Monthly

• Reconcile bank/credit/merchant feeds; clean classification with audit-ready notes.
• Deliver P&L, Balance Sheet, Cash Flow, and KPI snapshot.
• Sales tax filings (where applicable); W-9 collection and 1099 readiness.

Quarterly

• Tax projections & vouchers; payroll and S-Corp compensation check-ins.
• Budget vs. actual review; pricing and margin tune-ups; 13-week cash forecast refresh.

Annually

• Year-end tie-outs and depreciation; business and owner returns; planning for next year.
• 1099 e-filing, W-2 coordination, and notice handling as needed.

Pricing Models & Red Flags

Healthy Signals

• Fixed-fee scope with clear deliverables and SLAs.
• Written onboarding checklist and secure document intake.
• Quarterly reviews included, not upsold.

Red Flags

• “We’ll figure it out at year-end.”
• No portal/MFA; asks for SSNs or bank details by email.
• Unreconciled books or “just code it to miscellaneous.”

Security & Compliance You Should Expect

• Secure portal & e-sign: no sensitive data via plain email.
• Access control: MFA, role-based permissions, offboarding procedures.
• E-file governance: controlled EFIN usage and audit trails.
• Retention & backups: documented schedules and safe destruction practices.

Common (Costly) Issues We Prevent

• Late/incorrect quarterly estimates → penalties and cash crunches.
• Wrong entity or late S-Corp election → excess self-employment tax.
• Sales/tourist tax mis-mapping → avoidable notices and interest.
• Unreconciled accounts → missed deductions and audit exposure.

Tip: Ask for a written month–quarter–year calendar with who does what and when—then hold everyone (including us) to it.

What You’ll Get When You Work With Us

• Clean books, on-time filings, and proactive tax projections.
• Entity strategy (LLC/S-Corp/partnership) with documentation.
• Sales/payroll tax coordination and 1099 workflow.
• Owner dashboard: margins, runway, and tax-ready KPIs.
• Secure portal, e-sign, and fast, documented responses.

 Book a 30-Minute Consultation

FAQs

When should I hire a tax service vs. DIY?

When revenue is consistent, you’re hiring, selling in multiple states, or considering an S-Corp—early planning beats costly cleanup.

Do I need a Tampa-based provider?

Local knowledge helps for sales/tourist tax and Florida nuances, but we can serve you fully remote with secure tools.

What documents do you need to start?

Prior-year returns, bank/credit statements, payroll reports, entity docs, and access to your accounting file (e.g., QuickBooks). We’ll send a checklist and portal invite.

Can you represent me if the IRS sends a notice?

Yes—Enrolled Agent/CPA representation for audits, collections, and appeals with documented responses and timelines.

How do pricing and scope work?

Fixed-fee packages (monthly/quarterly/annual) with written deliverables and response times. Additional projects are quoted before work begins.

Ready for proactive Tampa tax support?

We’ll align monthly bookkeeping, quarterly planning, and year-end filings—so tax season is just another milestone. Talk to an Enrolled Agent today. Schedule Consultation