Garcia & Cuadra P.A.

Independent Accountants and Tax Advisors

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Personal Tax Advisors | Tampa

Personal Tax Advisors | Tampa | Garcia & Cuadra, PA

Enlisting the assistance of personal tax advisors is a smart idea for Tampa residents who want to make sure their financial matters are in the hands of professionals. Making mistakes on your taxes can lead to serious repercussions, or simply missing out on a lot of money. In fact, the right professional can save you hundreds to thousands of dollars every year in returns! Trust the experienced and trained professionals at Garcia and Cuadra to help you save the most time, stress, and money.

What to Bring with Your Personal Tax Advisors Consultation

Once you schedule a meeting with personal tax advisors in the Tampa area, you need to know what to bring to make the most out of your time together.

  • Personal information. Bring along your Social Security card if you do not have your number memorized. Also, bring your spouse’s number and those of any dependents you have.
  • Income. If you are a full employee, bring your W-2. For any contract work or self-employed individuals, you will need your 1099 form. For those who are unemployed, bring documentation of any unemployment income you receive. Be sure to also bring other forms of self-employment income, rental income, and retirement income. In addition, your personal tax advisors will need to know about investments, savings, and dividends.
  • Expenses. These expenses you incur throughout the year can help contribute to your deductions. If you have children, your childcare expenses may be deductible. For homeowners in Tampa, if you have Forms 1098, real estate tax records, or receipts that document energy-saving home improvements, those may also be deductible. You should also collect receipts from charitable donations, medical and education expenses, information regarding retirement and other savings accounts, and more. Consult with your personal tax advisors beforehand to find out exactly what you need to bring along with you to your meeting.

Rely on Personal Tax Advisors Who Are Enrolled Agents

The IRS authorizes Enrolled Agents to represent taxpayers in financial matters related to taxes. While the IRS does not restrict who may or may not prepare your taxes, they do endorse Enrolled Agents. To become an Enrolled Agent, individuals must go through rigorous testing and pass multiple exams to qualify. In addition, they must continue their education and routinely requalify as an Enrolled Agent to maintain their status. Therefore, by choosing an Enrolled Agent, you can ensure that you are getting some of the very best assistance available to you. Trusting someone with your finances may not be easy for everyone, but by hiring an Enrolled Agent at Garcia and Cuadra, you can rest easy knowing that an IRS-endorsed professional is taking care of your Tampa business taxes.

Do You Need an Accountant?

You may be wondering whether or not you need the services of personal tax advisors. There are a few indicators that you definitely need to hire a professional for assistance. For example, if your household income is more than $200,000 you should work with an accountant. The more you earn, the more likely you are to receive an audit from the IRS. So, it is best to make sure that everything is accounted for before any issues arise.

If you own a small business in Tampa or are self-employed, you should be sure to hire an accountant. Personal tax advisors at Garcia and Cuadra can help you keep track of your finances, whether that is by taking care of accounts payable and receivable, documenting your weekly expenses, or advising you how to improve your earnings.

Choose Garcia and Cuadra in Tampa

For Tampa residents who are looking to utilize the services of professional personal tax advisors, trust the experts at Garcia and Cuadra. We work tirelessly for our clients in order to make sure that your finances are in order. For all of your bookkeeping, financial planning or budgeting, payroll services, and financial statement preparation needs, we are here for you.

Call our office today at 813-415-2431 or contact us online to schedule an appointment.