Get tailored help for your unique tax situation. Services include tax planning sessions to plan the best way to cut future tax bills and preparation of your Form 1040 and any related IRS forms. We also will assist with estimating your tax liability for next year, and help you stay penalty proof as part of our services. Our experienced tax professionals can handle all States in addition to your Federal return.
Get expert tax services for your business. Services include tax planning sessions to chart a course for decreasing future tax obligations and preparation of your business’s tax return. We handle LLC's taxed as a diregarded entity, partnership, or as an S Corp. Our Business Tax Services handle both Federal and State filings for Partnerships, Corporations, and S Corps.
Get professional advice for all your Fiduciary Tax Returns. Our tax associates can assist you with Fiduciary Tax Returns. We have years of experience with Trust Tax returns including Special Need Trusts and Land Trusts. When it comes to filing the final tax returns for a decedent we are well versed in the preparation of their fianl 1040 and the Estate tax return.
Receiving a letter from the IRS or the State of Florida can be very stressful. The letter does not mean you have done something wrong, but it does mean that they are now focused on your business or your personal taxes. Time is now of the essence. Hire us as your tax professional to guide you through the process of responding and developing a plan of action to handle the matter and get it resolved.
The IRS or State are often simply looking for compliance. This compliance could be as simple as filing back or non-filed tax returns. If you owe taxes, then the IRS or State is looking for the taxes to be paid. In determining the tax amount owed, and before the taxes are paid, they can assess penalties and interest to the amount of taxes owed. Tax balances that remain unpaid for too long can result in a collection process, and through this process they can use several different means of collection. They can garnish wages, levy bank accounts, or seize property as payment for debts. Ignoring the tax agency never results in them forgetting or dropping the matter.
Once we assess your tax situation and gain an understanding of what the agency is trying to accomplish, we can put together our tax response action plan. The tax response action plan may include a determination of collectability, penalty abatement, offer in compromise, spousal tax separation, or an installment agreement to pay the tax liability over time.
Call us today so we can start the process of resolving your tax situation and give you the piece of mind to focus on other things like work or family.
Once you get your bookkeeping in order, get help creating financial statements and other operating reporting for your business. Use these financial reports to help with either internal purposes to help you make better business decisions, or for external purposes such as applying for a loan.
Tracking employee time and money can get complicated in a hurry. Get help for all your business’s payroll needs, including issuing paychecks and filing your quarterly and annual tax returns. We provide Contractor (1099) services too. So, if you make payments that require a tax form we can handle that for you.
Currently we do not employ anyone licensed that can provide you with investment advice, but we have a great team of people that we can refer you or a family member to for assistance. So, if you need help with Retirement Planning, College Education funding, a New House, then contact us to get you professional help with planning for and achieving your future financial goals.
From your first day of business to your most ambitious growth yet, we have a service built exactly for where you are right now.
Everything you need to launch your business the right way — from day one.
Starting a business is exciting. But between forming your entity, registering with the state, setting up your finances, and figuring out the paperwork, it can get overwhelming fast. That's exactly why we created The Business Incubator — a complete startup package designed to get your business off the ground, properly set up, and financially ready to grow. We handle the details so you can focus on what you do best.
Business Entity Formation We'll help you choose and form the right business structure — LLC, S-Corp, or otherwise — so you're protected and set up for success from the start.
EIN / Tax ID Registration Your Employer Identification Number is essential for banking, hiring, and taxes. We'll take care of the registration so you're ready to operate from day one.
State & Local Business Registration We'll make sure your business is properly registered at the state and local level, keeping you compliant and legitimate right out of the gate.
Business Bank Account Guidance We'll walk you through opening the right business bank account and setting up clean financial boundaries from the beginning — before bad habits form.
Bookkeeping System Setup We'll configure QuickBooks, Xero, or another platform so your finances are organized from day one rather than scrambled later.
Chart of Accounts Setup A well-structured chart of accounts is the backbone of clean financials. We'll build one tailored to your business so your books make sense from day one.
Initial Financial Health Check-In Once everything is in place, we'll sit down with you to review your setup, answer your questions, and make sure you feel confident moving forward.
Packages Starting at $600 — one-time package
Launching your business is just the beginning. Stay on track with our ongoing services, designed to work seamlessly with your Incubator setup.
Monthly Bookkeeping Services Hand off the books and never stress about falling behind. We'll keep your financials accurate, up-to-date, and ready to review every month — so you always know exactly where your business stands. Clean books mean better decisions, easier tax time, and total peace of mind.
Starting at $125/month (Billed Quarterly)
Tax Preparation & Filing When tax season rolls around, you'll already be ahead of the game. Because your books are clean and organized, we can step right in to prepare and file your business taxes accurately and on time — no scrambling, no surprises, no last-minute panic.
Starting at $250/year
Bundle & Save Pair The Business Incubator with our Monthly Bookkeeping and Tax Services and get everything — launch, ongoing support, and taxes — under one roof, with one trusted team who knows your business inside and out.
Ask us about our bundled pricing when you book your consultation.
You've got the vision. We'll build the foundation. Turn your great idea into a properly structured, financially sound business — with the right team behind you from the start.
[Book Your Free Consultation]
You've built something real. Now let's make sure your finances can keep up.
The first few years in business are a whirlwind — and if you're being honest, the finances have probably taken a back seat. Maybe the books are a little behind. Maybe tax season stresses you out more than it should. Maybe you're not totally sure how your business is actually performing because the numbers are just... a mess.
Sound familiar? You're not alone — and you're not in trouble. You've just outgrown doing it yourself.
The Growth Package is built for businesses in that 1–3 year sweet spot: experienced enough to know what they need, busy enough to know they can't keep doing it all.
Books Cleanup & Catch-Up Before we can move forward, we make sure the foundation is solid. If your books are behind, disorganized, or just plain messy, we'll get in there and sort it all out — no judgment, just solutions.
Monthly Bookkeeping & Reconciliation Once things are clean, we keep them that way. Every month we reconcile your accounts, categorize transactions, and make sure your books are accurate and up to date — so you're never caught off guard.
Financial Reporting & Performance Review Numbers are only useful if you understand them. Each month we deliver clear, easy-to-read financial reports so you can see exactly how your business is performing, where your money is going, and where opportunities exist.
Business Tax Preparation & Filing No more scrambling at tax time. Because your books are clean and current all year long, we handle your business tax preparation and filing accurately and on time — and look for every deduction you're entitled to.
Payroll Setup & Support If you have employees or contractors, payroll needs to be right every single time. We'll get your payroll set up correctly and support you in running it smoothly, keeping you compliant and your team paid on time.
Sales Tax Compliance Sales tax rules are complicated and vary by state — and the penalties for getting it wrong aren't pretty. We'll make sure you're collecting, reporting, and remitting correctly so you never have to worry about it.
Quarterly Check-Ins & Advisory Calls Four times a year we sit down with you — virtually or in person — to review your financials, talk through what's working, flag any concerns, and help you plan ahead. Think of it as having a financial advisor in your corner who actually knows your business.
You've done the hard part. Let us handle the numbers.
Growing businesses need more than a bookkeeper — they need a financial partner who understands where they've been and where they're headed. That's exactly what The Growth Package delivers. We plug into your business, take the financial stress off your plate, and give you the clarity and confidence to keep moving forward.
Starting at $375/month
Business tax (1120, 1120-S, 1065) preparation & filing starting at $875/year — included when bundled with monthly bookkeeping.
Thinking about upgrading to Controllership-level support? As your business continues to grow, you may find yourself needing more strategic financial guidance — budgeting, forecasting, cash flow planning, and beyond. Our Controllership Services are a natural next step when you're ready to take things to the next level.
Your financial leadership, without the full-time cost.
Running a small business is hard enough — managing the finances shouldn't keep you up at night. Our Controllership Services give you the expertise of a seasoned controller, right-sized for your business and your budget. Whether you're trying to understand where your cash is going, plan for growth, or just get your books closed on time every month, we've got you covered.
Fractional Controllership Services Get a dedicated financial leader in your corner — without the six-figure salary. We work alongside you as a strategic partner to make smarter decisions, prepare for funding, and build a financially healthy business for the long haul.
Budgeting & Forecasting Stop guessing about what's coming next. We help you build realistic budgets and rolling forecasts so you always know where you stand — and can adjust quickly when things change.
Cash Flow Management Cash flow is the lifeblood of any small business. We monitor and manage your cash so you can meet payroll, pay vendors, and invest in growth — without the stress of wondering if the money will be there.
Month-End Close & Reporting Timely, accurate financials you can actually understand. We handle the monthly close and deliver clean reports that give you a real picture of your business performance — so you can focus on running it.
You don't need to be a big company to have big-league financial support. Approachable, experienced, and invested in your success — think of us as your financial partner, not just your accountant.
Contact us for custom pricing.
[Book Your Free Consultation]
More than tax prep — your personal tax team, all year long.
Most people only think about taxes once a year. But the IRS doesn't work on a once-a-year schedule — and neither do your tax questions, life changes, or that letter that just showed up in your mailbox.
Year-Round Tax Protection is a personal tax subscription for individuals who want more than just a return filed. It starts with something most people have never done: getting full, clear visibility into their own IRS account.
Step 1 — IRS Account Setup & Review Session
We start with a dedicated onboarding session where we set up your ID.me account and give you secure access to your IRS online portal — most people have never logged in and are surprised by what they find. We pull and review your IRS transcripts together, looking at your filing history, any balances owed, prior notices, and the overall health of your tax account. You'll walk away knowing exactly where you stand with the IRS, probably for the first time ever.
Step 2 — Year-Round Tax Protection Subscription — add-on to personal tax prep services
Once you're set up, you're covered all year long. From answering year round tax questions to handling IRS letters to making sure you're first in line when filing season opens — we're your tax team, not just your tax preparer.
IRS Account Review & Transcript Analysis We monitor and review your IRS transcripts throughout the year so we can catch anything unusual early — before it becomes a bigger problem.
Year-Round Tax Questions Have a tax question in July? New job, overtime, tips, car loan interest, big purchase, life change? Just reach out by email or phone. We're here all year — not just in April.
IRS Notice & Correspondence Handling When an IRS letter arrives, bring it to us. We'll review it, explain what it means, and handle the response on your behalf so you never have to navigate it alone.
State Tax Notice Handling State income tax agencies send letters too. We handle state correspondence the same way — reviewing, explaining, and responding so you're covered at both the federal and state level.
Quarterly Tax Planning Check-Ins Four times a year we invite you to connect with us to review your tax situation, discuss life changes that could affect your taxes, and make sure there are no surprises come filing season.
Priority Scheduling for Tax Prep Season As a subscriber, you get first access to our tax prep calendar. No waiting, no scrambling — you're already at the front of the line when filing season opens.
Year-Round Tax Protection is a great fit if you:
If you're already a personal tax prep client, this is the natural next step — deeper support, better outcomes, and a relationship that goes beyond April 15th.
Ready to finally know where you stand with the IRS? Get a tax team that works for you all year long.
[Book Your Onboarding Session]
Whether you're just starting out, growing fast, scaling up, or simply want better tax support year-round — let's talk. We'll find the right fit together, no pressure and no obligation.
[Book a Free Consultation]
727-592-8183 haroldtaylorea@gmail.com
1320 19th St N, St Petersburg, FL 33713
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