Atlantic Tax & Accounting delivers comprehensive tax preparation, bookkeeping, payroll, business consulting, and IRS representation services for individuals and businesses throughout Delray Beach 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 Delray Beach 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 Downtown Delray, Pineapple Grove, Lake Ida, Tropic Isle, Delray Shores, and Rainberry Bay.
We file returns for Delray Beach residents across all income levels, from first-time filers to retirees with complex investment and pension income. Our team navigates homestead exemptions, Social Security tax optimization, Required Minimum Distribution planning, and multi-state residency issues for seasonal residents.
Delray Beach small businesses rely on us for corporate returns, partnership and LLC filings, quarterly estimated payments, and strategic year-end planning. We work with restaurants, boutiques, art galleries, real estate offices, and professional firms along Atlantic Avenue and throughout the city.
We keep Delray Beach businesses organized with monthly bookkeeping, bank reconciliation, vendor payment management, inventory tracking for retail operations, and cloud-based financial reporting that you can access anytime.
Our payroll services cover everything from biweekly processing for small teams to comprehensive HR-adjacent support for growing Delray Beach businesses. We handle tax deposits, W-2s, 1099s, and compliance with all employment regulations.
Proactive planning is especially important in a seasonal market. We help Delray Beach business owners smooth out tax obligations across uneven revenue cycles, maximize retirement contributions during peak seasons, and plan for equipment purchases and capital investments.
If you receive an IRS notice, we take over immediately. We handle every type of examination, from simple information requests to complex business audits, and we negotiate directly with the IRS to protect your interests.
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.
Get a Free Tax Review
Delray Beach has transformed into one of South Florida's most vibrant downtowns. Our firm supports the business owners and residents who make this community thrive, from Atlantic Avenue restaurants to Pineapple Grove creative studios.
The Delray Beach economy runs on hospitality, creative businesses, professional services, and real estate. We build tax strategies that account for seasonal revenue fluctuations, tip income reporting, rental property management, and the unique challenges of operating in a tourism-driven market.
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.
Restaurant owners can deduct food and beverage costs, employee wages and tips, rent, utilities, equipment depreciation, marketing expenses, and insurance. We also help with the Work Opportunity Tax Credit for hiring from qualified groups, and we ensure proper tip reporting to avoid IRS penalties.
Without a state income tax, Delray Beach residents keep more of their earned and investment income compared to residents of most other states. This is especially valuable for retirees, business owners, and anyone with significant capital gains. We help clients establish proper Florida domicile documentation to secure this benefit.
If you expect to owe $1,000 or more in federal taxes for the year, you are generally required to make quarterly estimated payments. Missing these payments results in underpayment penalties. We calculate your estimates each quarter based on actual income, so you pay accurately without overpaying or underpaying.
Yes. We help new businesses select the right accounting software, set up a chart of accounts, establish bookkeeping workflows, and train staff on basic financial record-keeping. We can handle ongoing monthly bookkeeping or provide oversight while your team handles day-to-day entries.
In addition to Delray Beach, 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 Delray Beach tax professionals. We will review your situation, identify opportunities, and show you how we can help you save.
Book a Free Consultation
