Tax Preparation & Planning Services

Maximize your tax savings and minimize stress with expert tax planning and preparation services.

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Why Choose Our Tax Preparation & Planning?

  • Save Time & Avoid Errors: Professional tax guidance

  • Maximize Deductions: Minimize tax liability

  • Year-Round Support: Proactive, responsive

  • Confidential & Compliant: Secure IRS-compliant processes

CPA advisor shaking hands with client in Saint Petersburg, FL office
Tax documents and calculator for accounting services in Saint Petersburg, FL

Our Tax Services Include

  • Individual & Business Tax Preparation

  • Proactive Tax Planning & Forecasting

  • IRS & State Tax Compliance

  • Audit-Ready Documentation & Support

  • Quarterly & Annual Filing

  • E-filing and Paper Filing Options

  • Tax Saving Strategies for Small Business Owners

  • Consultation for Life Events (home, new job, retirement, etc.)

Five-step tax preparation process by CPA in Saint Petersburg, FL

Our Proven Process

  • Discovery: We review your documents and goals.

  • Preparation: Our experienced team prepares your return and identifies all eligible deductions.

  • Review: Double-checked for accuracy, with personalized recommendations.

  • Filing: We file your taxes and provide complete records.

  • Ongoing Support: Available year-round for questions and planning.

Five-step tax preparation process by CPA in Saint Petersburg, FL

TESTIMONIALS

Real Results From Our Clients

Headshot of Thomas D., client of Tax & Accounting By The Bay, Saint Petersburg, FL

- Thomas D.

Kim and company have been my accounting firm for years in both our personal lives and for the company I own. I highly recommend them without reservation! Friendly, professional and extremely smart!

Jennifer 5 stars
Headshot of Jennifer T., client of Tax & Accounting By The Bay, Saint Petersburg, FL

- Jennifer T.

Max and Kim are the best. The advise me appropriately to keep my business flourishing. I depend on them alot and they have never let me down! Your one of the keys to my success. Jenny

Jennifer 5 stars

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STILL NOT SURE?

Your Tax Service Questions Answered

What documents do I need for tax preparation?

We’ll send you a simple checklist after your consultation, but common items include W-2s, 1099s, prior year returns, receipts, and business records.

Can you help with past years’ taxes or late filings?

Yes, we handle current and prior year returns, amendments, and can help resolve IRS notices.

Do you offer tax planning for businesses?

Absolutely! Our CPAs specialize in proactive planning for small business owners and self-employed professionals.

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Tax & Accounting By The Bay provides trusted tax and accounting services for individuals and businesses.

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