Tax Preparation
We have an outstanding track record in dealing with various tax preparation scenarios. Berry & Associates has worked with individuals and businesses – from the smallest of startups to the largest corporations – and is equipped for any challenge that may come our way. Whether you need assistance with tax filings or something more complex, check out our list of specialties and get in touch to find out why so many businesses and individuals rely on us to manage their finances. You can be the next to save on your taxes. For all your Tax Service needs, please contact us to see how we can help you.
Our Tax Preparation Process
- We begin with a complimentary consultation to discuss your unique tax situation—whether you’re an individual, entrepreneur, or business owner.
- We gather key information to understand your needs and identify opportunities for savings.
- You’ll receive a checklist of required documents (income statements, receipts, prior returns, etc.).
- Our team reviews all documents thoroughly to ensure nothing is missed and to spot potential deductions or credits.
- We analyze your financials and tax history to develop a tailored tax preparation strategy.
- Our experts look for opportunities to defer income, maximize retirement contributions, and optimize investment-related tax outcomes.
- Using industry-leading software and best practices, we prepare your federal tax returns.
- We double-check every detail for accuracy and compliance, minimizing your tax burden and risk of audit.
- Before filing, we review your return with you, explaining key points and answering any questions.
- You approve the final return before it’s electronically filed.
- After filing, we’re available year-round for questions, IRS correspondence, and tax planning advice.
- Our commitment: fast response times (usually within 15 minutes during peak season) and ongoing support for your peace of mind.
- Federal and State individual tax returns (Form 1040, 1041)
- Electronic filing
- Direct deposit setup for refunds
- Tax refund maximization strategies
- Standard and itemized deductions analysis
- Tax credits identification and application
- Prior year return review
- Digital copies of all filed returns
- Federal and State business tax returns (Forms 1065, 1120, 1120S)
- Schedule C preparation for sole proprietorships
- Quarterly estimated tax payments calculation
- Business deduction optimization
- Tax liability analysis and planning
- Electronic filing of all required forms
- Year-round tax compliance support
Why Choose Us?
Berry & Associates has provided our client’s personalized accounting services throughout South Florida since 2019. BBB-accredited, Chamber-approved, and recognized as a top accounting company.