Tax Services

When filing a tax return, peace of mind is paramount. Rely on Apogee Accounting Solutions to service all your tax needs. We provide a full menu of affordable federal and state tax services for individuals and small businesses. We will leverage the experience and knowledge gained working for the Internal Revenue Service to prepare an accurate return with low audit risk. If by chance you are selected for an examination, don’t sweat it! You will have everything you need to substantiate your return. And if you don’t want to go it alone, we also offer audit representation services. As a former IRS agent, we’ve conducted the examine process hundreds of times so we know it inside and out; this is what sets us apart! Contact us today!

Federal & State Tax Returns

When it comes to preparing Tax Returns, Apogee Accounting has a wealth of knowledge and experience that can be leveraged for you. As a former IRS agent, we have been trained in auditing Small Business/Self-employed taxpayers. Who better to complete your tax returns than some one who has audited tax returns? With our first-hand knowledge of what the Internal Revenue Service looks for, we can help you avoid many of the common pit falls, mistake and errors many taxpayers fall into.

While your tax return is being prepared it will be viewed by the critical eye of a former auditor. We will check and double check anything that looks as though it could, even remotely, cause problems for you with the IRS and make sure you have everything you need if you are ever called into question. When it comes to taxes, there is a lot a misinformation out there, go to the source.

Individual

• 1040EZ
• 1040A
• 1040
• 1040X (Amended Return)
• Estimated Tax Payments

Business

• 1120
• 1065 (10 or few partners)
• 1120S (10 or fewer partners)
• Employment related returns (940s, 941s, 1099s & W-3s, etc)
• Florida state business returns

Sales & Use tax returns

Apogee Accounting offers the following Sales & Use tax services.

• Track sales tax
• Maintain up-to-date sales tax rates
• Quarterly returns
• Multiple filing jurisdictions (State, Counties, Cities)
• Prepare and file sales tax returns

IRS Audit Representation

In Apogee Accounting Solutions’ experience working for the IRS as a former Revenue Agent in the Small Business/Self-Employed division, taxpayers who had representation during an IRS examination generally paid less in additional taxes, interest and penalties. This was a result of a number of different reasons.

IRS examinations can be intimidating, time consuming, overwhelming and, with the tax laws and requirements, confusing. Many taxpayers make critical errors when dealing with the IRS out of frustration and confusion. Allow us to help you walk through this process. We know what the IRS wants and how they wanted it prepared and this is half the battle. We will conduct our own examination of your tax return using IRS procedures so we will know what they know and ensure we are prepared to face any challenge.