Tax Preparation Services

Every year when tax season comes, many people dread having to buy accounting or tax software or muddle through online tax filing. We offer many different tax services. The tax laws change regularly and have become so complicated that if you are doing your own income tax return preparation, you are probably paying more in taxes than you need to.

Filing tax forms have become so confusing that most taxpayers prefer to have a professional tax preparer do it for them. It’s easy to overlook deductions and credits you may be entitled to, and tax preparation software programs alone are still no match for an experienced tax professional.

Get accurate returns with personal attention

Jeffrey D. Ressler, CPA & Associates in Boca Raton, Florida, is a tax preparation company that offers tax preparation services. We amend returns when needed, and our tax pros prepare basic returns to complex business tax returns. Complicated returns require a thorough review of the taxpayer’s situation to legally minimize taxes. This is where advanced tax planning is needed.

Our staff stays up to date on current tax regulations and is experienced in finding credits or deductions that apply to your return. Many people are unsure about applying an earned income or child tax credit, and whether to use credits vs. the standard deduction. When you utilize our tax services we take the headache out of this for you.

Boca Tax return services

Even though Florida only requires filing a Federal Tax Return, our services include filing local and federal returns for many types of entities including:

  • Individuals
  • Partnerships
  • Sole Proprietors
  • Self-Employed
  • Estates, Gifts and Trusts
  • Corporations
  • LLCs
  • Non-Profit Organizations

Personal tax preparation

Our certified public accountants prepare and file all types of individual tax returns including basic returns to very complex ones. Many individuals file complex individual tax returns without owning a business. Often, proper tax planning can result in significant tax savings.

Tax service

There are numerous situations and examples, all of which need specialized review and care. Some individuals have extensive investment portfolios or rental properties. Others have significant employee business expenses that can be deducted to reduce taxes or casualty loss deductions. How do you know if you need to pay tax on your social security income? Each situation is different and should be handled as such. There is no cookie cutter approach to proper individual tax preparation and planning.

Tax preparation Boca Raton Florida

What you will need

  • Income statements like W2s or 1099s
  • Any adjustments to your income
  • Dependent and spouse information
  • Any changes from the prior year such as employment, marital status, change of address, any of which can affect how much tax you owe

Business income tax

On the business income tax side, we offer a full menu of services at one location. Many clients engage us to handle their bookkeeping, payroll and tax needs. This provides us with the best opportunity to advise and offer tax planning strategies for the business owner’s business and personal taxes. It also helps with the other important aspect of tax preparation – compliance.

Compliance is making sure that your tax returns, personal, business, payroll, are all filed accurately and timely. The best way to reduce or eliminate tax issues is to stay in compliance with all Federal and State tax laws and requirements. This may mean that you need to pay estimated tax payments every month or quarter. We can help ensure that your payroll tax withholding amount is adjusted correctly, so you’re not lending money to the IRS.

For those who won’t get a federal refund but need to pay additional tax, taxes can be paid with a personal check or credit card. We can work out a tax debt resolution program with the IRS for those who may have tax debts.

Haven’t kept up with your bookkeeping?

If you are a small business owner who has fallen behind in keeping your books in order, we can get them caught up and use the information to prepare your Schedule C, in addition to your personal income tax return.

If you’re a new business, don’t overlook including the start-up expenses that were incurred to get the business ready to open. Our tax expert can make you aware of potential tax situations you should know about.

If you don’t have the funds to pay your tax bill, payment plans can be set up with the IRS so you don’t get in trouble with them.

Filing options in Boca Raton

There are different filing options for tax returns, including an electronic tax return or e-file, which facilitates getting tax refunds and your money sooner. Online tax return filing provides identity theft protection and helps to avoid potential problems from mailing your return. Identity theft has become more common in the US as people try to file taxes in your name to get a refund. Your refund can be set to direct deposit into your bank account so it can’t be stolen.

IRS Tax help

As the government’s tax authority, the IRS has so much tax information on their website that you can search and find answers for almost anything, as well as tax tips and instructions on filing your tax return.

Contact us in Boca Raton

It’s never too soon to get your records to us for preparing your federal taxes with tax software that is extremely accurate. We can work with you virtually so call us at 561-237-5264 to schedule a time for a consultation or tax advice with our accountant. We service the entire state of Florida, not just Boca Raton.






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