Contact us at contact@nxgcpa.com or call (954) XXX-XXXX

Tax Preparation

Professional Tax Preparation Services

At NextGen CPA, we take the stress out of tax season with comprehensive tax preparation services for individuals, families, and businesses throughout South Florida. Our experienced CPAs ensure your tax returns are accurate, compliant, and optimized to maximize your refund or minimize your tax liability.


Individual Tax Preparation

Personal Income Tax Returns

  • Form 1040 preparation for all filing statuses
  • Itemized deductions analysis and optimization
  • Tax credit identification including child tax credits, education credits, and earned income credits
  • State and local tax preparation (Florida residents)
  • Multi-state filing for clients with income in multiple states

Specialized Individual Services

  • Self-employment tax preparation (Schedule C)
  • Rental property income and depreciation (Schedule E)
  • Investment income reporting (dividends, capital gains, cryptocurrency)
  • Retirement account distributions and planning
  • Foreign income reporting (FBAR, Form 8938)

Business Tax Preparation

Small Business Returns

  • Form 1120S (S-Corporation returns)
  • Form 1065 (Partnership returns)
  • Form 1120 (C-Corporation returns)
  • Schedule C (Sole Proprietorship)
  • Multi-member LLC tax elections and filings

Business Tax Services

  • Quarterly estimated tax calculations and payments
  • Payroll tax returns (Form 941, 940)
  • Sales tax compliance and filing
  • Business expense optimization and documentation
  • Equipment depreciation strategies (Section 179, Bonus depreciation)

Tax Planning & Strategy

Year-Round Tax Planning

  • Quarterly tax projections to avoid underpayment penalties
  • Tax-saving strategies implementation throughout the year
  • Retirement contribution optimization (401k, IRA, SEP-IRA)
  • Entity structure recommendations for tax efficiency
  • Cash flow management around tax obligations

Advanced Tax Strategies

  • Tax loss harvesting for investment portfolios
  • Charitable giving strategies and documentation
  • Business succession tax planning
  • Real estate transaction tax implications
  • Tax-deferred exchanges (1031 exchanges)

Why Choose NextGen CPA for Tax Preparation?

Expertise You Can Trust

  • Licensed CPAs with extensive tax law knowledge
  • Continuing education to stay current with tax law changes
  • IRS representation services if needed
  • Audit support and documentation assistance

Comprehensive Service

  • Electronic filing for faster refunds
  • Direct deposit setup for refunds
  • Prior year amendments if needed
  • Tax document organization and retention guidance
  • Multi-year tax planning perspective

Local South Florida Focus

  • Florida tax advantages optimization
  • Hurricane and disaster tax relief guidance
  • Local business incentives and credits awareness
  • Homestead exemption and property tax guidance

Tax Preparation Process

1. Document Collection

We provide you with a comprehensive checklist of required documents and offer secure document upload options.

2. Review & Preparation

Our CPAs carefully review your information, identify deductions and credits, and prepare your returns with attention to detail.

3. Review & Filing

We review your completed return with you, explain key items, and file electronically for fastest processing.

4. Follow-Up Support

We’re available year-round for questions about your return and provide copies of all filed documents.


Get Started Today

Don’t let tax preparation stress you out. Our experienced team is ready to handle your tax needs efficiently and accurately.

Tax Season Hours: January - April 15th

  • Monday - Friday: 9:00 AM - 7:00 PM
  • Saturday: 9:00 AM - 5:00 PM
  • Sunday: By appointment

Schedule Your Tax Appointment or call us at (954) XXX-XXXX to get started.

Pricing

  • Individual returns starting at $150
  • Business returns starting at $350
  • Complex returns quoted individually
  • Multi-year packages available

All pricing includes electronic filing and basic audit support.