Services
Personal Tax Preparation Without the Guesswork
When your personal finances stopped being simple, your tax preparation should have stopped being generic.
Software and storefront preparers work fine for a single W-2 and a standard deduction. They start failing the moment life gets interesting: ownership in a business, rental properties, investment activity, stock compensation, a move between states, or family changes with real tax consequences. At that point, a rushed return does not just risk errors. It leaves money unclaimed year after year, quietly, because nobody with expertise ever looked at the whole picture.
We prepare individual returns with the attention they deserve, in English or Spanish, from our Coral Gables office. For business owners, we coordinate the personal return with the company filings so pass-through income, distributions, and estimated payments line up correctly. For investors and professionals, we dig into rental schedules, capital transactions, and deduction opportunities most preparers skip. Everything flows through a secure portal, and you deal with professionals, not a seasonal kiosk.
Who this is for
Our individual practice centers on people whose returns have outgrown software: owners of construction, transportation, distribution, and service businesses; physicians and dentists; attorneys; real estate investors with rental portfolios; and families across Miami-Dade, Broward, and Palm Beach with multiple income streams. If your situation involves a K-1, a rental schedule, or a major life transition, you are squarely who this service was built for.
Why clients choose this
- A return that reflects your full financial picture
- Personal and business filings that agree with each other
- Quarterly estimates sized correctly, not guessed
- Year-round access to your preparer
- Answers in the language you prefer
Ready to get started?
Let a CPA read your whole financial picture before you file another return. Call (305) 497-0552 to get started.
Schedule a strategy sessionWhat's included
What you get
Complex 1040 preparation
Schedules for self-employment, rental real estate, capital gains, and pass-through income are prepared carefully and cross-checked against source documents.
Business and personal coordination
When we handle your company return too, K-1 income, officer compensation, and estimated payments are aligned across both filings instead of reconciled after the fact.
Rental property reporting
We track basis, depreciation, and passive activity rules for real estate investors, areas where do-it-yourself returns most often go wrong.
Life event guidance
Marriage, home sales, inheritances, and relocations all carry tax consequences. We help you handle the reporting and plan around what comes next.
Estimated payment scheduling
If you owe quarterly estimates, we calculate them from real projections so you avoid penalties without lending the government more than necessary.
Bilingual service
Every conversation, document, and explanation is available in English or Spanish, whichever you think in.
How it works
The engagement, step by step
Step
Secure document gathering
A personalized checklist in TaxDome tells you exactly what we need, and you upload everything from your phone or desktop.
Step
Preparation and review
Your return is prepared and then reviewed by a CPA, with open items resolved through the portal rather than lost in email.
Step
Walkthrough and filing
We explain the result, what changed from last year, and what to expect next year, then e-file once you approve.
FAQ
Personal Tax Preparation, common questions
I have always used tax software. Why switch to a CPA?
Software is only as good as the answers you feed it, and it never asks the follow-up question. A CPA reviews your documents, spots what the interview missed, and thinks about next year, not just this one. Clients switching to us frequently discover deductions and elections their software returns never surfaced.
Can you prepare returns for prior years I never filed?
Yes. Unfiled years are more common than people admit, and the anxiety is usually worse than the fix. We gather your income records, prepare the missing returns, and if balances are owed, help you address them through payment arrangements before penalties compound further.
My spouse and I own rental properties. Do you handle that?
Rental real estate is a core part of our practice. We handle depreciation schedules, passive loss limitations, and the reporting when you buy, sell, or exchange a property. Investors with growing portfolios often pair preparation with our tax planning service to structure future acquisitions well.
Do you offer service in Spanish?
Completely. Edgar Gomez is bilingual, and many of our South Florida clients conduct their entire engagement in Spanish, from the first meeting through the return walkthrough. Tax matters are stressful enough without a language barrier layered on top.
Related services
Let's talk about personal tax preparation
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.