Florida CPA AC36038NMLS 1903930QuickBooks Gold ProAdvisorEnglish & KoreanTampa Bay
Individual Tax Services
Clear preparation and planning for personal, investment and real-estate tax matters.
Individual Tax
Federal and state individual tax returns
Estimated-tax calculations and quarterly reviews
Amended and delinquent returns
Rental-property, investment and capital-gain reporting
Retirement distributions, estate and gift-tax coordination
Foreign-account and international reporting when applicable
IRS and state tax notices, audits and collection matters
Business Tax Services
Tax compliance and entity planning for businesses of many sizes and structures.
Business Returns and Compliance
Sole proprietorship, partnership, LLC, S corporation and C corporation returns
Nonprofit and church returns
Payroll tax and sales-and-use tax returns
W-2 and 1099 preparation
Tax extensions and projections
Entity tax-classification and S corporation election analysis
Reasonable-compensation, owner salary and distribution planning
Year-Round Tax Planning
Important tax decisions should be reviewed before transactions are completed whenever possible.
Planning Services
Year-round tax planning and quarterly estimated-tax reviews
Business and personal tax coordination
Real-estate transaction planning
Vehicle, equipment and depreciation analysis
Retirement-plan contribution analysis
Tax planning before applying for a mortgage
Business acquisition and disposition planning
IRS and State Representation
We help clients understand notices, reconcile accounts and communicate with taxing authorities within the scope of the engagement.
Representation and Notice Assistance
IRS and Florida Department of Revenue notices
Payroll and sales-tax notices
Audit assistance and collection representation
Payment-plan and installment-agreement requests
Penalty-abatement requests
Tax-account reconciliation
Important Scope Notice
Services are provided under a written engagement defining the work to be performed. Outcomes, refunds, penalty relief and audit results cannot be guaranteed.
Request a Tax Consultation
Bring notices and supporting documents through the secure ShareFile portal—not through the public contact form.
Mortgage: Sin Yon Yo NMLS #1903930 through NEXA Mortgage, LLC NMLS #1660690. Equal Housing Opportunity. Real estate: Mi Ran Yo, Broker BK3051170 through LANDMARK REALTY LLC. Legal services are independently provided through Smith & Eulo Law Firm. Yo & Company, CPA is not a law firm.
