Tax & accounting services in Florida
BATS helps individuals and businesses across Florida with tax preparation, tax planning, IRS problems, bookkeeping and payroll, with advisors who know Florida rules.
What to know about taxes in Florida
Florida does not tax wages, so most residents file only a federal return. That makes federal planning, business-level state taxes and sales tax the main places to save. Florida has no personal income tax. C corporations still file a Florida corporate income tax return, and sales tax applies to most goods.
Whether you are filing a personal return, running a growing company or answering a letter from the IRS or the state, we pair you with an advisor who works through Florida returns every season.
Florida at a glance
- State tax agency
- Florida Department of Revenue
- Income tax on wages
- No tax on wages
- Local income taxes
- Not common
- Cities with pages
- 9
Rates and thresholds change every year. Ask your advisor for the figures that apply to you.
Major cities we serve in Florida
Jacksonville
Tax preparation, planning and accounting for Jacksonville, FL.
View JacksonvilleMiami
Tax preparation, planning and accounting for Miami, FL.
View MiamiTampa
Tax preparation, planning and accounting for Tampa, FL.
View TampaOrlando
Tax preparation, planning and accounting for Orlando, FL.
View OrlandoSt. Petersburg
Tax preparation, planning and accounting for St. Petersburg, FL.
View St. PetersburgFort Lauderdale
Tax preparation, planning and accounting for Fort Lauderdale, FL.
View Fort LauderdaleTallahassee
Tax preparation, planning and accounting for Tallahassee, FL.
View TallahasseeWest Palm Beach
Tax preparation, planning and accounting for West Palm Beach, FL.
View West Palm BeachBoca Raton
Tax preparation, planning and accounting for Boca Raton, FL.
View Boca RatonEvery BATS service is available in Florida
Tax Preparation & Filing
Accurate federal, state and local returns for individuals, businesses, trusts and nonprofits.
Individual Tax Preparation
Federal and state Form 1040 preparation for W-2 earners, families and investors, filed electronically and reviewed line by line.
Learn moreTax Preparation & FilingBusiness Tax Preparation
Partnership, S corporation and C corporation tax returns prepared accurately and on time, with K-1s delivered to owners.
Learn moreTax Preparation & FilingSelf-Employed & Freelancer Tax
Schedule C returns, self-employment tax planning and quarterly estimates for freelancers, contractors and gig workers.
Learn moreTax Preparation & FilingMulti-State Tax Filing
Part-year, nonresident and multi-state business returns for people who moved, commute across state lines or work remotely.
Learn moreTax Preparation & FilingExpat & International Tax
U.S. tax returns for Americans abroad and foreign nationals in the U.S., including FBAR, FATCA and foreign income exclusions.
Learn moreTax Preparation & FilingEstate & Trust Tax
Form 1041 fiduciary returns, final personal returns and estate tax filings for executors, trustees and families.
Learn moreTax Preparation & FilingNonprofit Tax Filing
Form 990 series returns, tax-exemption applications and compliance support for charities, foundations and associations.
Learn moreTax Preparation & FilingAmended Tax Returns
Correct past returns with Form 1040-X or business amendments to claim missed refunds or fix errors before the IRS does.
Learn moreTax Planning & Strategy
Year-round planning that lowers what you owe before the return is ever filed.
Tax Planning & Strategy
Proactive, year-round tax planning that lowers your bill through timing, structure, retirement contributions and credits.
Learn moreTax Planning & StrategyBusiness Formation & Entity Selection
Choose the right structure (sole proprietor, LLC, S corporation or C corporation) and set it up correctly from day one.
Learn moreTax Planning & StrategyS Corporation Tax Strategy
S corp elections, reasonable salary analysis, payroll setup and annual 1120-S compliance that turn the election into real savings.
Learn moreTax Planning & StrategyReal Estate Investor Tax
Rental property, short-term rental, 1031 exchange, depreciation and cost segregation tax strategy for real estate investors.
Learn moreTax Planning & StrategyCryptocurrency & Digital Asset Tax
Crypto gains, staking, mining, DeFi and NFT tax reporting, reconciled across wallets and exchanges.
Learn moreTax Planning & StrategyQuarterly Estimated Taxes
Accurate quarterly estimated tax calculations and payment reminders that keep you clear of underpayment penalties.
Learn moreIRS Representation & Resolution
Audits, notices, back taxes and tax debt handled by people who deal with the IRS every week.
IRS Audit Representation
Representation before the IRS and state tax agencies during correspondence, office and field audits.
Learn moreIRS Representation & ResolutionBack Taxes & Unfiled Returns
Catch up on years of unfiled federal and state returns, reduce penalties and get back into good standing.
Learn moreIRS Representation & ResolutionIRS Payment Plans & Tax Debt Relief
Installment agreements, Offers in Compromise, currently-not-collectible status and lien or levy release.
Learn moreIRS Representation & ResolutionIRS Notices & Letters
Fast, accurate responses to IRS and state tax notices such as CP2000, CP14 and identity verification letters.
Learn moreIRS Representation & ResolutionIRS Penalty Abatement
Requests to remove failure-to-file, failure-to-pay and other IRS penalties through first-time abatement or reasonable cause.
Learn moreAccounting & Bookkeeping
Clean books, reliable payroll and financial reporting that keep your business ready for tax season.
Bookkeeping Services
Monthly bookkeeping, bank reconciliations and financial reports so your numbers are always current and tax-ready.
Learn moreAccounting & BookkeepingPayroll Services
Full-service payroll with direct deposit, federal and state payroll tax filings, W-2s and new-hire reporting.
Learn moreAccounting & BookkeepingQuickBooks Setup & Cleanup
QuickBooks Online setup, chart of accounts design, cleanup of messy books and training for you and your team.
Learn moreAccounting & BookkeepingFinancial Statements & Reporting
Compiled financial statements and management reports for lenders, investors, boards and owners.
Learn moreAccounting & BookkeepingFractional CFO & Advisory
Part-time CFO support: cash flow forecasting, budgeting, pricing, KPIs and growth planning without a full-time hire.
Learn moreAccounting & BookkeepingSales Tax Compliance
Sales tax nexus studies, state registrations, return filing and voluntary disclosure for sellers in multiple states.
Learn moreAccounting & Bookkeeping1099 & W-2 Filing
Year-end 1099-NEC, 1099-MISC and W-2 preparation and e-filing, with W-9 collection and TIN matching.
Learn moreAccounting & BookkeepingE-Commerce Accounting
Accounting for Amazon, Shopify and Etsy sellers: payout reconciliation, inventory, COGS and marketplace sales tax.
Learn moreOutsourcing Services
Extra capacity for CPA firms, tax practices and growing businesses: tax preparation, bookkeeping, AP/AR and dedicated accounting staff.
Outsourced Tax Preparation for CPA Firms
White-label preparation of 1040, 1065, 1120-S and 1120 returns inside your own tax software, ready for your review and signature.
Learn moreOutsourcing ServicesWhite-Label Bookkeeping for Firms
Monthly bookkeeping, reconciliations and close delivered under your firm's brand, so you can serve more clients without adding headcount.
Learn moreOutsourcing ServicesDedicated Remote Accounting Staff
A dedicated tax preparer, staff accountant or bookkeeper who works as part of your team, on your systems and your schedule.
Learn moreOutsourcing ServicesAccounts Payable & Receivable Outsourcing
Bill processing, vendor payments, invoicing, collections follow-up and cash application, handled on schedule with clear approval controls.
Learn moreOutsourcing ServicesOutsourced Accounting Department
A complete finance back office: bookkeeping, AP/AR, payroll coordination, monthly close and reporting, run by one team for a fixed monthly fee.
Learn moreFlorida tax FAQs
9 answers about taxes in Florida.
Do I need to file a state income tax return in Florida?
Florida does not tax wages, so most individuals file only a federal return. Businesses may still have Florida filing obligations, and you may owe returns in other states where you earn income.
Does Florida have a sales tax?
Yes. Florida charges sales tax, and local rates can add to the state rate. We help Florida businesses register, collect the right rate and file returns with the Florida Department of Revenue.
What payroll registrations does a Florida employer need?
Employers generally register with Florida for unemployment insurance, plus any other state payroll programs that apply. We handle the registrations and the ongoing filings.
Do I need to make Florida estimated tax payments?
Because Florida doesn't tax wages, individuals usually make only federal estimated payments. Some Florida business taxes have their own payment schedules, and we keep track of those too.
How are LLCs and corporations taxed in Florida?
Florida applies its own rules to LLCs, S corporations and C corporations, and in some cases charges franchise, gross receipts or minimum taxes regardless of profit. We review how your entity is treated in Florida before you form it or make an election.
I moved into or out of Florida. What do I file?
Usually a part-year return for each state you lived in during the year, with credits so the same income is not taxed twice. Our multi-state filing service handles this.
Can you represent me with the Florida Department of Revenue?
Yes. In addition to IRS matters, we respond to notices and audits from the Florida Department of Revenue when you authorize us to.
Can a Florida business work with BATS remotely?
Yes. We work with Florida businesses through video meetings, secure document upload and cloud accounting software, so there is no need to visit an office.
Which Florida cities do you serve?
We have dedicated pages for Jacksonville, Miami, Tampa, Orlando, St. Petersburg, Fort Lauderdale, Tallahassee, West Palm Beach, Boca Raton, and we work with clients anywhere in Florida.
We serve every state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, D.C.
- West Virginia
- Wisconsin
- Wyoming
Tax help for Florida
Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.