Real estate agents & brokers
Commission income on a 1099, and the deductions that come with it — vehicle, home office, marketing, licensing, E&O, association dues. If you’re netting past the point where an S corporation election starts to make sense, we’ll run the numbers rather than guess. Quarterly estimates set up so April isn’t a surprise.
This is 1099 commission work and the ordinary expenses that sit with it. An S corporation election is a numbers question, not a default. The exact form list is TBD pending confirmation of what is prepared.
Form list TBD
Rental & investment property owners
Schedule E across one property or several. Depreciation set up correctly from the start, repairs separated from improvements, and passive loss rules applied the way they’re written. If you bought, sold, or refinanced this year, that’s a conversation before the return, not during it.
Basis, land allocation, and first-year depreciation are the parts that compound. A purchase, sale, or refinance is quoted before it starts. The exact form list is TBD pending confirmation of what is prepared.
Form list TBD
Individual returns
Federal 1040 with the schedules your situation actually needs. Florida has no personal income tax, so most residents file federal only — if you moved or earned income elsewhere, that state comes too.
Wages, investments, and the schedules that actually apply — not a stack of forms added to raise the bill. Florida residents usually file federal only. A move or out-of-state income is a separate conversation, quoted before it starts.
Form list TBD
Self-employed & contractors
1099 income, home office, vehicle, and equipment depreciation. If you started working for yourself this year, we’ll also set up quarterly estimates so next April isn’t a surprise.
Contractors and sole proprietors are the usual case: income, ordinary expenses, and estimates so next April is planned. This page does not list every form. The exact form list is TBD pending confirmation of what is prepared.
Form list TBD
Prior year & amended
Unfiled years, corrections, and returns another preparer got wrong. Quoted per year, and we work oldest to newest so the IRS sees you moving in the right direction.
Unfiled years and amendments are quoted per year, oldest first. The goal is a complete, accurate filing — not a lecture. I do not appear before the IRS on your behalf.
Form list TBD