Tax preparation and filing: Filed right the first time.
Returns, elections, deadlines, and the records that back them up. Prepared and signed by a licensed Florida CPA who takes the time to get it right before it goes out the door.
What accuracy is worth
A return you never have to think about again.
Most people come to me because they want it to be right. Not clever, not aggressive. Right. A return that is accurate the first time is a return that does not come back as an amendment, a notice, or a bill with interest attached eighteen months later.
The payoff is the thing you stop carrying. No wondering whether the person who filed it understood your rental, your brokerage account, or the year you moved states. No quiet worry every time an envelope shows up with a government return address.
And if a letter does arrive, you forward it to me and I answer it. The person who signed the return is the person who defends it.
Returns & schedules
What I file.
Federal and state, e-filed, with a review round before anything is signed. Business and personal returns are handled under one roof, so the two sides of your situation stay consistent with each other.
Federal tax returns
Schedules & specialty areas
Not the whole list. If yours is not here, ask me.
A worked example
What right the first time looks like.
Say you own an S-Corp, a rental condo, and a brokerage account you traded in more than you meant to this year. Three moving parts, three places a return goes wrong. Here is how each one gets handled.
The S-Corp comes first.
The 1120-S has to be filed before your 1040 can be finished, because the K-1 it produces is an input to your personal return. I also check that officer payroll was actually run and that the compensation on it is defensible, which is the single most common thing I find wrong on an S-Corp return prepared elsewhere. My Florida S-Corp guide covers the election itself.
The rental gets its basis right.
Schedule E is straightforward until depreciation is not. I confirm the basis, the in-service date, and what has already been taken, because getting this wrong quietly compounds every year and surfaces as a much larger problem on the day you sell.
The brokerage gets reconciled, not retyped.
Schedule D comes off the broker's 1099-B, checked for wash sales and for the cost basis the broker did not report. This is where volume hides errors, and where software that simply imports the file will import the mistake along with it.
Then the three are read together.
Your K-1, your rental, and your capital gains all land on one 1040 and interact there, through QBI, through passive activity rules, and through what you owe in estimates next year. Filed separately by separate people, that interaction is nobody's job.
You review before it is signed.
I walk you through what the return says and why, and it goes out only once you have seen it. Most individual returns run one to two weeks, business returns two to three, once your documents are in hand.
How the work runs
One firm, start to finish.
I am Timothy LeGendre, a CPA licensed in Florida, license #AC62625. I review and sign every return. The questions and the forms stay inside my practice, so nothing gets lost in a handoff between vendors.
Documents come in through a secure client portal rather than email attachments. I ask questions as they come up instead of saving them for one long call, and you see a draft with an explanation before anything is transmitted. Bookkeeping clients get priority scheduling through filing season, because their books are already current when it starts. I work with clients in Mount Dora, Sanford, Lake Mary and the rest of my Central Florida service area, and my guides to how much a CPA costs and CPA costs in Lake County cover what to expect when you hire one.
Filing is the floor. If you also want the moves that change what the return says before it exists, that work lives on tax advisory, and it starts from books my practice keeps.
In their own words
What clients say about working with me.
Let's talk about your return.
Tell me what your year looked like and I'll tell you what I'd do with it. If I'm not the right fit, I'll say so.
Pick a time on my calendar. No obligation.