Helpful Tax & Accounting Resources for Florida Individuals and Small Businesses
This page provides trusted links and practical guidance to help you navigate common tax and bookkeeping needs throughout the year. These resources are shared for convenience and education. If you’re unsure how something applies to your situation, we’re always happy to help
Before You Reach Out: A Quick Tax-Season Checklist
Having the items below ready before contacting us for tax preparation helps ensure an efficient and accurate process.
Helpful to gather:
✔ Prior-year tax returns (if available)
✔ W-2s, 1099s, K-1s, and other income documents
✔ Business income and expense records
✔ Bank and credit card statements
✔ Payroll summaries (if applicable)
✔ Sales tax records (if applicable)
✔ Any IRS or state notices received
Preparing these items in advance helps minimize follow-up requests and delays.
IRS Resources
What clients commonly need:
▪ account access ▪ payments ▪ estimated taxes ▪ transcripts ▪ identity protection.
Make an IRS Payment
Pay federal taxes securely using a bank account, debit card, or credit card.
ResourcesMake Estimated Tax Payments
Submit quarterly estimated tax payments directly to the IRS. Common for self-employed individuals and business owners.
ResourcesIRS Identity Protection PIN (IP PIN)
Protect your tax account from identity theft. If you have an IP PIN, it is required to file your return.
Resources
Key Tax Deadlines
Common federal deadlines — individual circumstances may vary.
January 31 – 1099 forms due
March 15 – S-Corporation & Partnership returns
April 15 – Individual & C-Corporation returns
Quarterly Estimated Taxes – April 15, June 15, September 15, January 15
Florida Sales Tax – Typically due monthly or quarterly
Deadlines may shift due to extensions or holidays. We’ll confirm what applies to you.
Helpful Tax & Small Business Education
Trusted resources commonly used by individuals and small business owners:
✧ IRS Small Business & Self-Employed Tax Center
✧ IRS Small Business Online Learning
Florida State Tax & Business Resources
✧ Florida Department of Revenue
Common Tax Forms
✧ Form W-9 — Taxpayer identification information
✧ Form W-4 — Employee withholding elections
✧ 1099 Information — Contractor reporting requirements
Common Tax Terms Explained
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Estimated Taxes
Quarterly tax payments required when taxes are not withheld from income.
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1099
Reports income paid to independent contractors.
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W-2
Reports wages paid to employees and taxes withheld.
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K-1
Reports income, losses, or distributions from partnerships and S-Corporations.
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Schedule C
Used by sole proprietors to report business income and expenses.
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Sales Tax
Tax collected on taxable goods or services and remitted to the state.
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Tax Transcript
An IRS record summarizing tax return or income information.
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IP PIN
A six-digit number used to protect your tax account from identity theft.
Need Help or Have a Question?
If you’re unsure which resource applies to your situation or need help understanding next steps, just reach out. We’re happy to guide you.
Our Commitment
▪ Financial clarity ▪ Personal connection.
Every resource shared here reflects our commitment to making your financial life more organized, informed, and less stressful.