Accounting & Tax Services in Lake Mary, FL
ProTax Services provides tax preparation, tax planning, bookkeeping, payroll, QuickBooks support, and accounting services for individuals and small businesses in Lake Mary and Central Florida.
Whether you need help filing a tax return, organizing your books, managing payroll, or understanding your financial reports, our team provides dependable support and clear guidance throughout the year.
Tax Preparation
We prepare accurate tax returns for individuals, families, and businesses. Our goal is to help you file correctly, stay organized, and make tax season as smooth as possible.
- Individual tax return preparation
- Business tax return preparation
- Self-employed and contractor tax filings
- Rental property and investment income reporting
- Tax document review and organization
Tax Planning
Good tax planning can help you make better financial decisions before tax season arrives. We work with clients throughout the year to help them prepare, plan ahead, and avoid surprises.
- Year-round tax guidance
- Estimated tax planning
- Small business tax planning
- Tax strategy for self-employed individuals
- Review of income, deductions, and tax obligations
Bookkeeping & Accounting
Accurate books are the foundation of a healthy business. ProTax Services helps small business owners keep their financial records organized, current, and ready for tax filing.
- Monthly bookkeeping
- Bank and credit card reconciliations
- Income and expense tracking
- Financial statement preparation
- General accounting support
Payroll Services
Payroll can be time-consuming and stressful for business owners. We help businesses manage payroll records, payroll reporting, and related compliance needs.
- Payroll processing support
- Payroll tax reporting
- Employee and contractor payment records
- Quarterly and annual payroll forms
- W-2 and 1099 support
QuickBooks Support
QuickBooks is a powerful tool when it is set up and maintained correctly. We help clients use QuickBooks to better manage their bookkeeping, reporting, and business finances.
- QuickBooks setup
- QuickBooks cleanup
- Chart of accounts review
- Transaction categorization support
- QuickBooks reporting assistance
Financial Reporting
Financial reports help business owners understand where their money is going and how their business is performing. We help prepare and review reports so you can make more informed decisions.
- Profit and loss statements
- Balance sheets
- Cash flow review
- Expense reports
- Business performance reporting
Business Consulting
ProTax Services provides practical business guidance for small business owners who need help understanding their numbers, improving processes, and planning for growth.
- Small business accounting guidance
- Cash flow planning
- Business startup support
- Budgeting and financial organization
- Year-round business advisory support
Sales Tax & Compliance Support
We help businesses stay organized with sales tax and general compliance responsibilities. Our team can assist with reporting, records, and filing support based on your business needs.
- Sales tax reporting support
- Business record organization
- 1099 preparation support
- Tax deadline reminders
- General compliance assistance
Why Choose ProTax Services?
- Serving Lake Mary and Central Florida since 1999
- More than 25 years of tax and accounting experience
- Support for individuals, families, and small businesses
- Tax, bookkeeping, payroll, and QuickBooks services in one place
- Clear communication and dependable year-round support
Contact ProTax Services
If you need help with tax preparation, bookkeeping, payroll, QuickBooks, or business accounting, ProTax Services is ready to help.
