Business and Personal Tax Services in Coral Springs, FL

Yes. We prepare returns for sole proprietors, single-member LLCs, S corporations, and partnerships throughout Coral Springs, Boca Raton, and South Florida. For self-employed clients, we also calculate quarterly estimated taxes based on your actual monthly financials so you avoid underpayment penalties.

Yes, Venti Accounting specializes in providing a proactive tax planning approach, resulting in accurate tax preparation with expected results for businesses and individuals.

Our tax planning is performed once a year, around the late summer, early fall months. Once we produce our tax plan, we track the results of your financials as the year progresses. We focus on adjusting the projection through the remainder of the year, to make sure you are within the range we discussed during the initial meeting.

During our tax planning meeting, we focus on reviewing your financials, discussing the pro-rated numbers we calculated, and discuss any adjustments we should account for through the remainder of the year. Once we have the basics down, and we have a general idea of where your business projects to land for the year, we discuss your overall financial strategy. With an understanding of your projected income, and a clear understanding of your goals, we can discuss financial recommendations to meet your goals.

Yes, we handle both business and personal taxes to create a coordinated strategy that maximizes overall tax savings. We often will advise prospective clients to make sure they use the same accountant to prepare both the personal and corporate tax returns, to ensure maximum tax efficiency and planning can be achieved by their tax professional.

When we onboard a new client, we request a copy of two years of prior tax returns. Once we receive this information, we will curate a list of information necessary to prepare the personal taxes for the upcoming year. 

Before we get deep into tax loopholes and deductions, we focus on client compliance first. By preparing monthly financials, we can ensure our clients have accurate information reported in a tax code compliant manner. We avoid penalties for our clients by providing clear deadlines, and requests for information. We can guide a client as much as possible, but we can’t obtain tax data/ information without the clients.