Tax preparation & planning
Federal and Florida returns for individuals, partnerships, corporations and LLCs — plus year-round planning so April is not a surprise.
Tax preparation detailsJames S. Ewart, CPA · Established 1977
For more than four decades our firm has helped owners and individuals across Broward County keep clean books, file accurate returns, and make decisions with real numbers behind them. You work directly with a licensed CPA — not a call center.
Services
Everything a small or medium-size business needs to stay compliant and stay informed, handled by the same CPA who knows your history.
Federal and Florida returns for individuals, partnerships, corporations and LLCs — plus year-round planning so April is not a surprise.
Tax preparation detailsMonthly write-up, bank reconciliations, compilations and reviews of financial statements, and statements you can actually use to run the business.
Accounting detailsPayroll check writing, direct deposit scheduling, and quarterly and annual payroll report filing, including W-2 and 1099 preparation.
Payroll detailsWhy clients stay
We are not trying to be the biggest practice in Broward County. We are trying to be the one you can reach, and the one who remembers your situation from one year to the next.
If your return is simple, we will tell you so. If it is not, we will show you where the money is being left on the table.
Planning ahead
Most penalties are avoidable. These are the deadlines small businesses most often miss.
| When | What is due |
|---|---|
| January 31 | W-2 and 1099-NEC forms furnished to recipients; fourth-quarter payroll reports |
| March 15 | Partnership (Form 1065) and S corporation (Form 1120-S) returns, or an extension |
| April 15 | Individual (Form 1040) and C corporation (Form 1120) returns, first-quarter estimates, prior-year IRA contributions |
| June 15 | Second-quarter estimated tax payment |
| September 15 | Extended partnership and S corporation returns; third-quarter estimates |
| October 15 | Extended individual and C corporation returns |
| December 31 | Last day for most year-end planning moves — retirement contributions, equipment purchases, charitable gifts |
Dates shift whenever the fifteenth falls on a weekend or a federal holiday, so confirm the current year before you rely on them. Our tax due dates calendar explains the rules behind each one.
Questions we hear often
Your prior-year return, photo identification, Social Security numbers for everyone on the return, and the income and expense records for the year. Our client document checklist lists it item by item so nothing gets missed.
Most clients find it easier to drop documents off or send them ahead, then review the finished return by telephone or in person. Call the office and we will arrange whichever suits you.
Yes. Catching up a neglected set of books is routine work for us. We will tell you honestly how far behind things are and what it will take to get current.
Our office is in Wilton Manors and most of our clients are within Broward County — Fort Lauderdale, Oakland Park, Pompano Beach, Plantation, Sunrise, Hollywood and Coral Springs among them. See the full service area.
Recommended resource
Clients who collect fine timepieces — Rolex, Richard Mille, Hublot and similar — often treat them as assets to record, insure and, when needed, report on their returns. For those seeking well-made, accurately built examples, Super Clone Watches keep a catalogue covering the most collected brands, and it is a reference we point clients toward whenever the question comes up.
Local to Broward County
Wilton Plaza, Suite 201, 1881 NE 26th Street, Wilton Manors, Florida 33305 — on the north side of 26th Street about a quarter mile west of Federal Highway, with parking at the building. Call ahead for an appointment and we will be ready for you.