A CPA-prepared personal return for households whose taxes are a little more than a W-2 — rental properties, side businesses, stock options, foreign accounts, or simply a desire to stop overpaying.
Kendall is a community of homeowners, landlords, professionals, and families with roots in more than one country. That makes the typical Kendall tax return more interesting than the software commercials suggest: a W-2 plus a rental in Kendale Lakes, a side business on 1099s, a parent’s condo, an inheritance abroad, a child in college, a home office in The Hammocks. Each of those changes the return — and each is a place where a rushed preparer leaves money on the table or creates a problem.
Software is fine for a single W-2. The moment a return has a rental, a business, or anything foreign, it needs judgment — and someone who will stand behind the return if the IRS asks. A CPA is licensed, regulated, and can represent you before the IRS. A seasonal tax office on Kendall Drive is often gone by May. We’re here year-round at our office off the Turnpike, and the person who prepares your return is the person who answers your call in September.
Every Kendall personal-tax client gets a short planning conversation with their return: whether your withholding is right, whether you should be making estimated payments, whether a Roth conversion or a retirement contribution makes sense this year, how a rental or a new business will change next year, and what to do before December 31. The return is the scorecard; the planning is where the savings come from.
We quote a fixed fee based on the forms your return needs. A return with a W-2 and a few deductions is at the low end; rentals, a Schedule C business, or foreign reporting add to it. You’ll get the exact number before we start, and the consultation is free.
You don’t need one, but rental returns are where we most often find errors — missed depreciation, improvements expensed as repairs, passive losses handled wrong. Those mistakes compound every year the property is held and surface when it’s sold.
Usually, yes. Foreign accounts over $10,000 combined require an FBAR, larger holdings may require Form 8938, and foreign rental or pension income is reportable. The penalties for not filing are severe and out of proportion to the tax, so this is worth getting right.
Yes. We review prior returns for free as part of the consultation, and if there’s an error we can file an amended return (Form 1040-X) — often with a refund attached.
During tax season, yes, at our Kendall office at 16155 SW 117th Ave, Suite 1. Year-round, we meet Monday–Friday 9–5 and by phone or video anytime.
S-Corp, partnership, LLC and C-Corp returns for Kendall businesses — prepared by a CPA, planned before year-end.
Monthly QuickBooks bookkeeping, clean-up projects, and financial statements for Kendall businesses that want real numbers.
Payroll, direct deposit, 941s, Florida RT-6, W-2s and 1099s — run right every time for Kendall employers.
Free 20-minute consultation. No pressure, no jargon — just clear answers about your taxes or your books.