Tax Preparation & Planning

Get the most from your refund and avoid time-consuming audits with fast, accurate tax preparation from John David Elliott P.A., C.P.A. For over 30 years, our team has worked closely with individuals and companies to gather financial documents, prepare tax filings, and report income to the government. Our team helps you stay ahead of your taxes and avoid surprises when you file by working with our team throughout the year. As your income fluctuates and tax laws change or are updated, what you owe can change, too. We offer a variety of timelines that fit with your schedule or needs throughout the year. To speak with our team or to schedule your initial consultation, call us today at 850-623-0208.

Tax Preparation

With our significant investment in computerized tax preparation, we can efficiently prepare returns for various entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We NEVER outsource the preparation of your tax returns. They are all prepared by our staff in our offices.

Individual Tax Preparation Checklist

Partnership Tax Preparation Checklist

Corporate Tax Preparation Checklist

S Corporate Tax Preparation Checklist

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. In addition, we can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. Therefore, we can assist your company in gathering information and preparing sales tax returns efficiently and timely. In addition, we have extensive experience with sales tax examinations.

Call us at 850-623-0208 to learn more about our tax planning services.

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