Atlantic Tax & Accounting delivers comprehensive tax preparation, bookkeeping, payroll, business consulting, and IRS representation services for individuals and businesses throughout West Palm 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 West Palm 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, Northwood, Flamingo Park, El Cid, Grandview Heights, and South End.
We handle everything from straightforward W-2 filings to complex multi-state returns for snowbirds and seasonal residents. West Palm Beach homeowners benefit from our deep knowledge of Florida homestead exemptions, portability transfers, and property tax strategies that protect your assessed value when you move within the state.
Our business tax team works with sole proprietors, LLCs, S-Corps, C-Corps, and partnerships across every industry in West Palm Beach. We handle corporate tax returns, estimated quarterly payments, sales tax compliance, and year-end tax planning. For startups in the Downtown innovation district, we offer entity selection guidance and founder equity planning.
We deliver monthly bookkeeping, financial statement preparation, accounts payable and receivable management, bank reconciliation, and cash flow analysis. Our team uses cloud-based platforms like QuickBooks Online and Xero so you always have real-time visibility into your financial position. We also handle 1099 contractor tracking and vendor payment management.
Our payroll services cover wage calculations, federal and state tax withholdings, direct deposit processing, W-2 and 1099 preparation, new hire reporting, and workers compensation audits. We ensure compliance with all Florida employment regulations and federal labor laws, including FLSA overtime rules.
We conduct mid-year tax projections, retirement contribution optimization, capital gains harvesting strategies, and year-end planning sessions. For high-net-worth West Palm Beach residents, we coordinate with estate attorneys and financial advisors to minimize estate tax exposure and maximize generational wealth transfer.
If the IRS or Florida Department of Revenue contacts you, we step in immediately. Our team handles all correspondence, gathers supporting documentation, represents you at audit meetings, and negotiates settlements. We also help with CP2000 notices, wage garnishment release, tax lien subordination, and offer in compromise applications.
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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As the county seat of Palm Beach County, West Palm Beach is our home base. We understand the local business climate, from the rapidly growing Downtown corridor to the established professional offices along Okeechobee Boulevard.
Whether you run a restaurant on Clematis Street, manage rental properties in Flamingo Park, or operate a professional services firm in the Downtown core, we structure your tax strategy around the realities of doing business in West Palm Beach.
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.
The combined sales tax rate in West Palm Beach is 7%, which includes 6% Florida state sales tax plus 1% Palm Beach County discretionary surtax. Certain items like groceries and prescription medications are exempt. Businesses must collect and remit sales tax on taxable goods and services, and we help ensure accurate filings to avoid penalties.
The Florida homestead exemption reduces the taxable value of your primary residence by up to $50,000. If your home is valued at $75,000 or more, you receive the full exemption. You must apply with the Palm Beach County Property Appraiser by March 1st of the tax year. We also help clients with portability transfers, which allow you to move your Save Our Homes benefit from one Florida home to another.
The right time depends on your revenue, liability exposure, and self-employment tax burden. Generally, once your net business income exceeds $50,000 to $60,000 annually, the self-employment tax savings from an S-Corp election can be significant. We run a detailed analysis comparing your total tax liability under each structure before recommending a change.
Yes. Do not ignore IRS notices or respond on your own. Bring the letter to us and we will review it, determine the best course of action, and handle all communication with the IRS on your behalf. We have extensive experience resolving audits, CP2000 underreporter notices, collections issues, and penalty abatement requests.
In addition to West Palm 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 West Palm Beach tax professionals. We will review your situation, identify opportunities, and show you how we can help you save.
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