Tax preparation handled with accuracy, care and personal attention.
Reliable preparation for individuals, families, independent professionals and businesses, with clear communication throughout the process.
Clear preparation for important financial responsibilities.
Income sources, family changes, business activity and state reporting responsibilities can affect the information that must be reviewed.
Smith Income Tax reviews the records supplied by the client, identifies missing information and explains the next step in straightforward language.
Services for individuals and businesses.
Each file is prepared from the information and supporting records supplied by the client.
Individual Income Tax
Preparation for individuals and families with wages, self-employment, retirement and other common income.
Corporate Tax
Federal and applicable Florida preparation based on the corporation’s records and classification.
Partnership Tax
Partnership return preparation and related partner reporting from organized business records.
Sales & Use Tax
Florida reporting assistance based on sales records supplied by the business.
Florida State Filings
Applicable Florida business reporting based on entity structure and activity.
Amended Returns
Preparation when a previously filed return must be corrected or updated.
Prior-Year Returns
Preparation of previous tax years using records and rules applicable to each year.
Tax Notice Document Assistance
Help understanding correspondence and organizing requested documents, without representation.
Bookkeeping Support
Organization of income and expense records to support cleaner business reporting.
Organized records make stronger preparation possible.
Corporate, partnership, sales tax and Florida reporting depend on the structure and activity of the business. Smith Income Tax helps organize client-provided records and prepare the applicable returns accepted by the office.
- Corporate and partnership preparation
- Sales tax reporting support
- State filing preparation
- Bookkeeping organization
Document assistance without tax-authority representation.
If a client receives a letter from the IRS or Florida Department of Revenue, Smith Income Tax can help explain the correspondence in general terms and organize or prepare documents using information supplied by the client.
From the first conversation to your records.
A visual flow replaces rigid numbered steps.
A practical checklist for a more efficient review.
Additional items may be requested after the initial review.
For individual returns
- Valid photo identification
- Taxpayer identification information for everyone on the return
- W-2, 1099 and other income statements
- Prior-year return, when available
- Self-employment, deduction and credit records
- Bank details and IRS Identity Protection PIN, when applicable
- IRS or state notices related to the filing
For business returns
- Legal business name, EIN and entity documents
- Prior federal and state returns
- Profit and loss statement or organized records
- Bank, credit card, asset and vehicle records
- Forms 1099 received or issued
- Sales tax reports and state correspondence
- Partner, shareholder or member information
The secure client portal is still under development. Do not send sensitive tax documents through the public contact or appointment forms.
Verified client comments will appear here.
These positions are placeholders only. No invented review will be published.
★★★★★“Comment from an individual client about patience and clear explanations.”
★★★★★“Comment from a business client about dependable, organized preparation.”
★★★★★“Comment from a long-term client about trust and convenience.”
Useful answers before tax preparation.
The first review confirms what is needed for the specific return.
Do I need an appointment?
Walk-ins are welcome Monday through Friday from 9:00 AM to 6:00 PM. Appointments are recommended during busy periods and for business returns.
Do you prepare amended or prior-year returns?
Yes. Bring the originally filed return or the records for each prior year, corrected documents and related notices.
Can you help with an IRS or Florida tax letter?
Smith can help you understand the correspondence and organize client-provided documents, but does not represent, negotiate or make commitments for the client.
Do you offer payroll tax filing?
No. Payroll tax filing is not currently offered.
Can you guarantee a refund or result?
No. Results depend on the client’s facts, records and applicable tax rules.
Can I upload tax documents through the website?
Not yet. The secure portal is under development. Do not use public forms to send sensitive tax documents.
Schedule a tax preparation appointment.
Tax appointments are currently conducted in English. Walk-ins are welcome Monday through Friday.

