The right Brandon accountant gives you more than year-end tax prep—expect a disciplined monthly close, quarterly tax planning, and a simple owner dashboard that turns numbers into decisions. Henriquez Accounting & Tax Services supports Brandon, Valrico, Riverview, Seffner, Bloomingdale, and FishHawk—locally or fully remote. Explore Bookkeeping, Tax Preparation, and Outsourced Controller/CFO.

Proactive Audit-Ready Owner-Friendly

Clean books, clear KPIs, and on-time filings—every month, quarter, and year.

How Brandon Businesses Should Evaluate an Accountant

• Credentials: Enrolled Agent (EA) or CPA in good standing; active PTIN; IRS e-file capability.
• Close discipline: written monthly checklist, reconciliations, tie-outs, and prior-period locks.
• Planning cadence: quarterly tax projections with vouchers; entity & compensation reviews (e.g., S-Corp).
• Security posture: encrypted portal, MFA, e-sign, least-privilege access, and retention policies.
• Local know-how: Florida sales/use tax, tourist taxes where applicable, and multistate e-commerce considerations.
• Pricing clarity: fixed-fee scope, response SLAs, and change-order process.

Brandon / Florida Considerations

• No state income tax: federal planning (entity choice, salary vs. distributions, retirement timing) drives the savings.
• Sales & use tax: correct mapping and timely filings (e.g., DR-15) where applicable; watch marketplace facilitator rules for e-commerce.
• Tourist tax (when applicable): short-term rentals may require county/municipal filings—coordinate with sales tax.
• Local operations: receipts, W-9/1099 workflow, and clean vendor mapping reduce notices and penalties.

Our Cadence (Month–Quarter–Year)

Monthly

• Reconcile bank/credit/merchant feeds; clear Undeposited Funds and Merchant Clearing.
• Close with P&L, Balance Sheet, Cash Flow, and KPI snapshot.
• AR collections cadence; AP batching with approvals; receipts attached.
• Sales tax filings (where applicable) and W-9 collection for vendors.

Quarterly

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

Annually

• 1099-NEC/1099-MISC e-filing; fixed-asset roll-forward & depreciation.
• Return prep (1120S/1065/1120; 1040 Schedules C/E) and next-year planning.

Industries We Support Around Brandon

• Trades & contractors: job costing, W-9/1099 workflow, equipment capitalization.
• Restaurants & hospitality: POS→GL mapping, tip reporting, sales/tourist tax.
• E-commerce: SKU mapping, merchant fee reconciliation, multistate nexus review.
• Real estate & STRs: depreciation schedules, escrow accounting, gross-to-net platform reconciliation.
• Professional services: S-Corp planning, accountable plans, subscription billing.

Common (Costly) Mistakes We Fix

• Mixing personal & business spend; unreconciled months; suspense balances.
• Owner draws coded as expenses; loan principal recorded as income.
• Sales/tourist tax mapped incorrectly or filed late.
• Merchant/deposit activity posted net instead of gross with fees/taxes/tips.
• No quarterly estimates → penalties and cash surprises.

Tip: Turn on “Close the books” with a password after each month to prevent drifting reconciliations and preserve audit trails.

Recommended Tech Stack

• Accounting: QuickBooks Online/Desktop.
• AP & spend: Bill.com or Ramp with approvals and vendor management.
• Receipts: Dext/Hubdoc with retention policy and attachment discipline.
• Payments: Stripe/Square using proper clearing-account treatment.
• Payroll: Gusto, QuickBooks Payroll, or ADP (needs-based).

What You’ll Get When You Work With Us

• Clean, reconciled books and a reliable monthly close.
• Quarterly tax projections with vouchers and due dates.
• Sales/payroll tax coordination and 1099 workflow.
• Owner dashboard: margins, runway/DSCR, DSO/DPO/DIO, and red-flag alerts.
• Local expertise with modern remote convenience.

 Book a 30-Minute Consultation

FAQs

Do I need a Brandon-based accountant or is remote fine?

Both work. Local knowledge helps with Florida sales/tourist tax, but we also serve clients fully remote with secure tools.

How fast will I see results?

Typically within the first full close cycle (30–60 days): on-time statements, fewer surprises, and tax-ready records.

Can you help with S-Corp setup and reasonable compensation?

Yes—entity selection/timing, compensation modeling, payroll setup, and documentation to support reasonable comp.

Do you handle cleanup and prior returns?

Absolutely—reconciliations, reclassifications, prior-period adjustments, and amended returns when needed.

Will you coordinate with my existing bookkeeper?

Yes. We handle close oversight, tax, and planning while your internal or third-party bookkeeper manages day-to-day coding.

Ready to partner with a Brandon accountant who keeps you proactive?

From monthly books to tax planning and payroll, we’ll implement a system that’s simple, accurate, and on time—every month. Talk to an Enrolled Agent today. Schedule Consultation