Tax Services

Personal Tax Returns (Form 1040)

Whether your return is straightforward or complex, you'll receive the same careful attention to detail. We identify every deduction and credit you're entitled to — nothing is left on the table.

We prepare federal returns for all filing statuses and handle situations including:

• W-2 employees and salaried professionals
• Self-employment and freelance income (Schedule C)
• Investment income, capital gains, and stock options
• Rental property income and depreciation (Schedule E)
• Retirement income, Social Security, and pension distributions
• Multi-state filing for individuals with income in more than one state

Amended Returns

If a prior-year return was filed incorrectly — whether by you, another preparer, or a tax software program — we can review and file an amended return (Form 1040-X) to correct the record and recover any refund owed.

All Business Entity Types

Running a business introduces a layer of tax complexity that requires a knowledgeable CPA. We prepare returns for every common business structure:

• Sole proprietorships and single-member LLCs (Schedule C)
• Multi-member LLCs and partnerships (Form 1065)
• S-Corporations (Form 1120-S)
• C-Corporations (Form 1120)

Self-Employed & Small Business Owners

If you own or operate a business in Palm Beach County, we help you stay compliant, minimize your tax burden, and keep your records clean heading into each new year.

Year-Round Proactive Planning

The most effective tax strategies are put in place before the year ends — not after. We work with clients throughout the year to anticipate tax consequences and make informed decisions before they become costly.

Estimated Quarterly Taxes

Self-employed individuals, business owners, and investors often owe estimated taxes throughout the year. We calculate accurate quarterly payments to keep you compliant and avoid underpayment penalties.

Life Events & Major Transactions

Major financial events — selling a home, receiving an inheritance, starting a business, or retiring — carry significant tax implications. We help you plan ahead so there are no surprises at filing time.

Audit Representation

Receiving an IRS audit notice is stressful. As a licensed CPA, Bruce Williams can represent you directly before the IRS, handle all correspondence, and work toward the most favorable resolution possible.

IRS Notices & Letters

Not every IRS letter is a serious problem — but all of them require a timely, accurate response. We review any notice you receive, explain what it means, and handle the reply on your behalf.

Prior-Year Unfiled Returns

If you have unfiled tax returns from prior years, it's important to address them proactively rather than waiting for the IRS to act. We can help you get caught up and back into good standing.