Tax Services in Southwest Florida
Davis & Associates CPA's offers small business clients and individuals an experienced team for the purposes of efficient tax preparation and filing. Our experienced CPAs, International Tax Accountants, and skilled small business tax preparers support clients with a focus on excellent customer service and attention to detail, promoting compliance and minimizing liability this tax season and into the future.
Small Business Taxation
If you’re worried about how you’ll complete tax preparation and filing this season, our team can handle even the most unorganized of financial documents – turning your stack of papers into clear, accurate, and detailed taxes.
Our business tax services include:
LLCs – If you’ve set up your company as an LLC, to minimize your personal liability for businesses finances, we can accurately complete tax forms. With an LLC, we take flow-through taxation into account to avoid double taxation on both the business and the individual. Our CPAs and tax accountants fill out and file form 8832 for clients operating LLC entities.
Corporations – These entities are unique, in that they are treated as having their own rights; owners are considered stakeholders and shareholders. To properly complete your corporate tax return, our team provides clear reporting and accurate information, can utilize tax information as it relates to health insurance, and adheres to specific filing schedules to make sure you aren’t missing any essential deadlines.
Sole Proprietorships – Running a company by yourself is challenging, as is pass-through taxation for sole proprietorships. Davis & Associates CPA's works with schedule C, E, D, 1040 NR, and C-EZ in preparing taxes for your small business. In doing this, we can also help determine profits and losses at your business, file self-employment taxes, determine quarterly estimated tax, and find deductions for home offices.
We welcome walk-ins; feel free to bring us your financial records and we’ll take it from there. Davis & Associates CPA's also accepts QuickBooks files from business owners who have a handle on their current accounting system and can translate that data into your tax forms. With our online client portal, we can also accept digitally transmitted financial documents – securely stored, with easy access for both you and our accounting team.
Tax Preparation Services for Individuals, Trusts, and Estates
When it comes to tax help for the individual, our team is at your service with experience in trusts, estates, and individual taxation. We help determine the goals for your estate, how much you want to pass on, and organize essential documents, including banks statements and deeds to assets. With these in-hand, we create your tax plan and complete documents from there, minimizing fees and taxes required on distributions.
For spouses who run small businesses as partners, we also assist in the filing of joint tax returns on qualified ventures. Even retirees who visit our office with a brokerage statement can find the experienced tax help they need with our team.
Schedule your Small Business Tax Consultation
Davis & Associates CPA's offers multiple locations to best serve our valued clients and builds our personalized tax services around reasonable fees. Contact our team today at the location nearest you to learn more about what we can do for you.