Home / Tax preparation in Fort Myers, in person or not at all.
Fort MyersTax preparation in Fort Myers, in person or not at all.
Come in and sit down, or send everything from your phone and never leave the house. Both get you the same preparer and the same answer in August.
Also serving North Fort Myers, Lehigh Acres, Estero and Bonita Springs.
Most people here do not need an office. They need someone who picks up.
We work with Fort Myers clients the same way we work with clients in other states: encrypted upload, a call where we go through the return on screen together, electronic signature. If you would rather do it across a table, appointments are available.
How an in-person appointment works
Appointments are booked, not walk-in, and they happen at a rented office rather than a storefront. That means you get a scheduled hour with the person doing your return instead of a queue ticket in April. Bring your documents and we will scan them there, or send them ahead and use the time to talk through the parts that need judgement.
If you would rather not drive to us, nothing about the return changes. Remote is how most of it gets done.
Three things specific to filing from here
No state income tax, and what that actually means
Florida does not tax personal income. For most people living here full-time, that means a federal return and nothing else, and the state return question only appears if you moved during the year, worked in another state, or own property somewhere that does tax income.
Part-year residents and snowbirds
If you moved to Lee County partway through the year, you will likely file a part-year return in the state you left. If you split the year between here and somewhere north, residency is the question, and it is decided by more than how many nights you slept where: licence, registration, where your main home is, where your financial life sits. States that lose a resident sometimes ask for proof. Establishing Florida residency is worth doing deliberately rather than assuming.
Storm damage
Lee County knows this one. Personal casualty losses are generally deductible only when they come from a federally declared disaster, insurance reimbursement reduces what is left to claim, and there is a timing election that can put the loss on the prior year's return instead. The rules here have shifted in recent years and postponed deadlines depend on the declaration for that specific event, so we check the position for the year you are filing rather than quoting something from memory.
What we do for businesses here
Contractors and trades, short-term rental owners, restaurants and the people who own the building. Monthly bookkeeping so the return is built from records, and LLC, S-corp and partnership returns prepared alongside the owner's personal return.
Areas we cover
Fort Myers, North Fort Myers, Lehigh Acres, Estero and Bonita Springs, plus Cape Coral across the river and Naples to the south. Remote clients are everywhere else.
Fort Myers questions.
Do I have to come to an office in Fort Myers?
No. Most Fort Myers clients work with us the same way our out-of-state clients do: secure upload, a review call, electronic signature. In-person appointments are available if you would rather hand things over and talk it through at a table.
Does Florida have a state income tax?
No. Florida has no personal state income tax, which is why most Florida-only clients file a federal return and nothing else. It also means the state return question usually only comes up if you moved during the year, worked in another state, or own property outside Florida.
I moved to Fort Myers partway through the year. What changes?
You will likely file a part-year return in the state you left, alongside your federal return. The part people get wrong is which income belongs to which state, particularly if you kept working remotely for an employer up north. Bring both addresses and the date you moved.
I am here six months a year. Which state taxes me?
It depends on residency, and residency is not just day-counting. Where your driver's licence, voter registration, main home and financial life sit all feed into it, and the state you left may not concede quietly. If you are in the middle of establishing Florida residency, say so on the call, because the documentation matters more than the arithmetic.
Can I deduct hurricane damage?
Sometimes. Personal casualty losses are generally deductible only when they come from a federally declared disaster, and the rules in this area have moved more than once in recent years. Insurance reimbursement reduces what is deductible, and the timing can allow the loss to be claimed in the prior year. We check the rules that apply to the year you are filing rather than working from memory.
Did the IRS postpone deadlines after the storm?
The IRS does postpone filing and payment deadlines for counties inside a federally declared disaster area, and Lee County has qualified in past events. Whether a postponement is active depends on the declaration for that year, so we confirm the current position before relying on it.
Book a time that suits you.
- Fifteen minutes, free
- In person or online
- In English or Español