Tax Preparation & Accounting Services in Jacksonville
Professional tax preparation and year-round accounting support for individuals, families, self-employed workers, contractors, landlords, investors, partnerships, S-corporations, C-corporations, and small businesses.
All Tax & Books prepares individual and business tax returns in Jacksonville and Northeast Florida, including prior-year, amended, and multi-state filings. Tax preparation is handled by Elton Kasma, a tax preparer with an IRS PTIN and IRS Certifying Acceptance Agent #P00812478.
New clients: complete the intake form. Existing clients: use the private upload link already sent to your email.
Who This Is For
Employees, families, self-employed individuals, gig economy workers (Uber, DoorDash, Instacart), landlords, real estate investors, partnerships (Form 1065), S-corporations (Form 1120-S), C-corporations (Form 1120), nonprofit organizations filing Form 990, startups, and established small businesses needing ongoing support.
Tax Preparation Services
- Individual income tax returns (Form 1040)
- Self-employed returns (Schedule C)
- Partnership returns (Form 1065)
- S-corporation returns (Form 1120-S)
- C-corporation returns (Form 1120)
- Nonprofit organization returns (Form 990 series)
- Multi-state income tax filings
- Quarterly estimated tax calculations
- Amended returns (Form 1040-X)
- Prior-year returns and back filings
- IRS and state notice response assistance
Additional Tax Filing & Information Reporting
- Form 990 nonprofit returns
- W-2 and W-3 preparation and filing
- 1099-NEC and 1099-MISC preparation and filing
- W-9 completion and contractor-record support
- Quarterly employment tax filings and related payroll-tax reporting
- Florida reemployment tax filings (RT-6)
- Florida sales-tax filing support
- IRS transcript request assistance and tax-account document organization
These services may be handled as standalone filing work or coordinated with payroll, bookkeeping, or annual tax preparation.
How the Process Works
Every engagement starts with a document review. You send or bring your W-2s, 1099s, K-1s, prior-year returns, and any IRS or state notices. We review everything before quoting a price, so you know the cost before work begins. Returns are prepared in professional tax software, reviewed for accuracy, and e-filed or paper-filed depending on the situation. You receive a copy of every return filed, along with a summary of key figures and any estimated tax obligations going forward.
What Documents You Need
For individuals: W-2s, 1099s (all types), prior-year federal and state returns, Social Security numbers or ITINs for all household members, 1095-A if you had marketplace insurance, closing statements for any real estate transactions, and receipts or records for deductible expenses. For businesses: profit and loss statement or bookkeeping records, asset purchase documentation, prior-year business returns, and any K-1s issued or received.
IRS and State Notice Response
If you received a notice from the IRS or the Florida Department of Revenue, we review the notice, identify what the agency is requesting, and prepare the appropriate response. Common situations include CP2000 income discrepancies, balance-due notices, identity verification letters, and return correction requests. We prepare the response documents and walk you through what to send and where.
Back-Year and Amended Returns
If you have unfiled returns from previous years, we prepare them using the records available. Back filings are common for self-employed individuals, people with foreign income, and businesses that fell behind during transitions. Amended returns (Form 1040-X) are prepared when a previously filed return contains an error or when additional information becomes available after filing.
Frequently Asked Questions
Do I need to come in person? Not necessarily. Many clients send documents electronically and review the return remotely. In-person appointments are available throughout our service area for clients who prefer that.
Related Services
We also provide monthly bookkeeping and QuickBooks support and payroll processing and tax filing services as standalone services. Many tax clients add bookkeeping or payroll to keep their records organized year-round, which also makes tax season faster and less expensive.
Service boundary: Tax preparation does not include audit representation or legal representation before any agency unless separately authorized in writing and permitted by law.