Atlantic Tax & Accounting delivers comprehensive tax preparation, bookkeeping, payroll, business consulting, and IRS representation services for individuals and businesses throughout Boca Raton and Palm Beach County. Our certified professionals bring over 15 years of local experience to every client relationship.
Schedule a Free ConsultationWhether you are a Boca Raton homeowner looking to maximize your deductions, a local business owner managing payroll and quarterly filings, or a retiree optimizing your retirement income, our team delivers accurate, personalized financial services tailored to your needs. We serve clients across Mizner Park, Downtown Boca, Boca West, Broken Sound, Woodfield Country Club, and University Park.
We file returns for Boca Raton residents ranging from young professionals to retirees managing complex investment portfolios. Our team maximizes homestead exemptions, handles multi-state filing requirements for seasonal residents, and navigates the tax implications of investment income, stock options, and rental properties common among Boca Raton taxpayers.
We serve businesses of all sizes along Federal Highway, in the Arvida Parkway corridor, and throughout Boca Raton's commercial centers. Our services include corporate tax returns, S-Corp and LLC filings, estimated quarterly taxes, multi-state nexus analysis, and year-end planning strategies tailored to your industry.
We provide monthly financial statement preparation, accounts payable and receivable management, bank reconciliation, budgeting and forecasting, and CFO advisory services. Our cloud-based approach gives Boca Raton business owners real-time access to their financial data from anywhere.
We process payroll for Boca Raton employers of all sizes, handling wage calculations, tax withholdings, direct deposits, W-2 and 1099 preparation, benefits deduction management, and compliance with Florida and federal employment regulations. We also assist with worker classification issues.
Our proactive tax planning for Boca Raton clients includes quarterly income projections, retirement contribution strategy, capital gains and loss harvesting, charitable giving optimization, and year-end tax reduction sessions. For business owners, we add entity structure review and owner compensation planning.
Our IRS representation team handles audit notices, examination meetings, appeals, and collections cases. We also assist with penalty abatement, installment agreements, currently-not-collectible status applications, and offers in compromise for Boca Raton residents and businesses.
We do not just prepare your taxes once a year. We build a year-round relationship that helps you make smarter financial decisions every month.
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Boca Raton is home to one of South Florida's most dynamic business communities. From Fortune 500 headquarters to high-growth startups near FAU, our firm understands the financial complexity that comes with operating in this market.
Whether you manage a medical practice along Glades Road, run a tech company near the Research Park, or own a retail business at Mizner Park, we build tax strategies that account for the specific financial realities of the Boca Raton business landscape.
Unlike national tax chains that shuffle you between different preparers each year, we assign you a dedicated tax professional who learns your financial history and goals. We do not just prepare your taxes once a year. We build a year-round relationship that helps you make smarter financial decisions every month.
Florida has no state income tax, which is a significant advantage. However, residents still owe federal income tax and should be aware of Florida-specific considerations like tangible personal property tax for businesses, documentary stamp taxes on real estate transactions, and sales tax obligations. We help Boca Raton residents maximize every available advantage.
The decision depends on your net income, growth plans, and how you want to handle self-employment tax. An S-Corp can save you money on self-employment taxes once your income exceeds certain thresholds, but it comes with more administrative requirements. We model both scenarios with your actual numbers to find the right fit.
For personal returns, bring all W-2s, 1099s, mortgage interest statements, property tax records, charitable donation receipts, investment income statements, and health insurance documentation. Business owners should also bring profit and loss statements, balance sheets, expense records, and mileage logs. We send a detailed checklist before your appointment.
Absolutely. We help Boca Raton clients resolve back tax issues, file prior-year returns, negotiate IRS payment plans, and pursue offers in compromise when appropriate. Addressing unfiled returns proactively gives us more options to reduce penalties and interest.
In addition to Boca Raton, Atlantic Tax & Accounting proudly serves clients throughout Palm Beach County and the surrounding region. We offer both in-person and virtual appointments to make expert tax help accessible no matter where you are located.
Schedule a free consultation with our Boca Raton tax professionals. We will review your situation, identify opportunities, and show you how we can help you save.
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