Our Services

  • We provide comprehensive tax preparation services for individuals and businesses seeking accurate, organized, and year-round support. Our firm specializes in lender-ready tax filings, self-employment reporting, and strategic tax preparation designed to support long-term financial goals.

    • Individual Tax Returns
    • Business Tax Returns
    • S-Corporation Filings
    • Self-Employed Tax Services
    • Mortgage & Lending Tax Preparation
    • IRS Notice Assistance

  • We assist individuals and business owners with amended tax returns, prior-year corrections, IRS notices, and tax filing issues resulting from incomplete, inaccurate, or improperly prepared returns. Our firm works closely with clients to review prior filings and help restore organized, accurate reporting moving forward.

    • Amended Individual Tax Returns
    • Business Tax Return Amendments
    • Prior-Year Corrections
    • Filing Review & Reconciliation
    • Self-Employment Income Corrections

  • We regularly assist individuals, self-employed professionals, business owners, and mortgage professionals with organized financial documentation for mortgage and business financing applications. Our experience preparing lender-ready tax returns and financial documentation helps streamline the underwriting process and support long-term financing goals.

    • Lender-Ready Tax Preparation
    • Profit & Loss Statements
    • Income Verification Support
    • Self-Employment Documentation
    • Mortgage & Loan Support Letters
    • Business Financial Review & Organization

  • Starting a business involves important financial, tax, and structural decisions. Perez Tax Services assists clients with entity formation guidance, tax elections, and organizational support designed to help establish a strong and compliant foundation from the beginning.

    • LLC & Corporation Formation Guidance
    • S-Corporation Election Support
    • EIN & Tax Registration Assistance
    • Florida Business Compliance Filings
    • New Business Setup & Financial Organization

  • Perez Tax Services works closely with entrepreneurs, self-employed professionals, and growing businesses navigating financial, tax, and operational decisions. Our firm provides practical, business-focused support designed to help clients stay organized, compliant, and positioned for long-term growth.

    • Business Structure & Entity Strategy
    • S-Corporation Election Guidance
    • Tax Planning & Financial Organization
    • Self-Employment & Business Support
    • Business Operations & Growth Guidance

  • Monthly and catch-up bookkeeping services designed to keep financial records organized, accurate, and lender-ready year-round. We work closely with business owners to maintain reliable financial reporting, improve visibility into operations, and support long-term business and tax planning needs.

    • Monthly Bookkeeping
    • Catch-Up & Reconstruction Bookkeeping
    • QuickBooks Cleanup & Support
    • Financial Reporting & Reconciliation
    • Lender-Ready Financials

  • Perez Tax Services assists businesses with payroll setup, employer tax reporting, and ongoing compliance filings designed to support accurate reporting and organized financial operations throughout the year.

    • Payroll Setup & Registration
    • Quarterly Form 941 Filings
    • Annual Form 940 Filings
    • W-2 Preparation & Filing
    • 1099 Preparation & Filing

Who We Work With

E-Commerce & Retail Businesses

Construction & Home Improvement Retailers

Healthcare & Pharmaceutical

Real Estate & Mortgage Professionals

Transportation & Logistics

Small Business & Entrepreneurial Services

We work with a diverse range of businesses and individuals, with a strong focus on organized financial reporting, relationship-driven support, and long-term growth.

Our Approach

Personalized Client Relationships

We work closely with each client to understand their goals, answer questions clearly, and provide thoughtful support tailored to their situation.

Year-Round Support

We provide ongoing guidance throughout the year, not just during tax season. Our goal is to help clients stay organized, proactive, and prepared as their businesses grow.

Business-Focused Experience

Our experience with business owners, mortgage-driven filings, and year-round financial support allows us to provide guidance that extends beyond basic tax preparation.

Strategic & Lender-Ready Reporting

We prioritize organized, accurate financial reporting designed to support tax planning, lending, business financing, and long-term financial goals.

Get in Touch

Whether you need tax preparation, bookkeeping, payroll, amended return support, or business guidance, we’re here to help.

Get Started