As a Certified Public Accountant (CPA), we provide a full range of tax services from preparing a simple tax return to complex, strategic tax planning for business. By staying current on all federal tax laws, we can offer relevant solutions to minimize your tax liability.
Our services extend far beyond filing annual returns. Whether for individuals, businesses, or nonprofit organizations, we bring strategic financial insight and regulatory compliance expertise to the table.
Unlike other tax return preparers who can only be found during tax season, our CPA and tax experts are available in our Boca Raton, Florida, office year-round for tax advice, planning, and information.
These are just a few of the professional tax-related services we provide all year. Our clients are not just in Florida, but throughout the US, most of whom we work with virtually.
1. Tax preparation and filing
This is the most familiar service to the general public. We prepare and file federal, state, and local tax returns for individuals and businesses. Our expertise helps ensure compliance with constantly changing tax laws and minimizes the risk of audits or penalties.
Common clients: Individuals, small businesses, corporations, trusts, and estates.
Rather than reacting to tax events at year-end, tax planning focuses on proactive strategies to reduce liabilities. we help clients make informed decisions throughout the year—whether it’s structuring investments, timing income and expenses, or choosing the right business entity.
Having a good tax strategy and plan in place is crucial for success in lowering your tax liability. One of our tax services is to help you find ways to reduce your taxes and increase your profit margins not just at income tax time, but throughout the year as well. By keeping up with regularly-changing tax laws, we can help your business find new ways to increase profitability.
We have represented many new clients over the years who have come to us with IRS audits or issues and the reason is generally that they had no tax advice or poor advice. Proper tax planning is not only designed and intended to minimize taxes, but to also keep you in compliance with Federal and State tax laws.
3. Business tax services
For businesses, tax obligations are often complex and multi-faceted. We assist with:
• Corporate income tax compliance
• Payroll and employment tax reporting
• Sales and use tax returns
• Multistate taxation and nexus considerations
By filing your federal tax return online using electronic filing, you will avoid sending personal tax information through the mail, and can potentially avoid being the victim of identity theft. The IRS accepts any tax payment that is due with a bank ACH withdrawal, or by using a credit or debit card which will be included with the e-file. The IRS will send tax refunds as a direct deposit into your bank account. If you are unable to pay the total amount due, an installment agreement can be put into place for making payments.
Specialized industries—such as real estate, tech, and manufacturing—often require tailored advice.
4. IRS representation and Audit support
When clients are audited or receive notices from the IRS, Jeffrey D. Ressler, as a CPA, can act on their behalf. We interpret the scope of the inquiry, respond appropriately, and negotiate with taxing authorities.
Benefit: Peace of mind knowing a professional is handling communications with the IRS.
5. International tax services
For individuals or companies involved in cross-border transactions, CPAs offer guidance on:
• Foreign bank account reporting (FBAR)
• FATCA compliance
• Transfer pricing
• Expatriate tax obligations
These services are critical in a globalized business environment.
6. Estate, gift, and trust tax services
We provide estate planning guidance in collaboration with legal advisors. We handle gift tax returns, trust accounting, and estate income tax filings, helping clients preserve wealth across generations
7. Nonprofit and exempt organization tax support
Nonprofits face unique filing requirements (e.g., IRS Form 990). Our role as a CPA is to ensure compliance while helping maintain tax-exempt status. We also provide support on unrelated business income and charitable reporting.
8. Advisory and transactional support
When clients sell businesses, receive windfalls, or experience major life events (retirement, divorce, inheritance), We offer strategic tax guidance to navigate the financial implications.
9. IRS problem resolution
If you have had an audit, or you’re incurring penalties and having trouble with the IRS pressuring you for unfiled returns or tax debts, contact us now for a tax debt resolution in order to avoid having a lien put in place. We can help provide tax relief by contacting the IRS to file any prior year returns, and work out an installment agreement you can live with.
Future outlook
As tax laws grow more complex and automation tools like AI tax bots enter the market, CPAs are increasingly valued not just for compliance, but for strategic insight. Many firms now blend traditional tax prep with advisory services, using advanced software to forecast scenarios, assess risk, and help clients future-proof their finances.
Every year there are new and updated tax laws which can lead to potential savings for individuals and businesses. We suggest scheduling time with our CPA for tax planning and expert tax advice to help you have a good tax strategy and implement new changes in the tax code to your advantage.
While most people think of CPAs only during “tax season,” our role extends year-round. As a qualified CPA, Jeffrey D. Ressler does more than prepare forms—he serves as a strategic advisor who helps clients stay compliant and optimize their financial outcomes. Whether you’re a business owner or an individual seeking proactive financial planning, partnering with us can add clarity and confidence to your tax strategy.
Call our office in Boca Raton, Florida, at 561-237-5264 for a free consultation today.
