Tax Planning & Preparation Backed by Experience
We understand that tax and accounting decisions are complicated. The experienced team at Financial Solution Advisors has been helping clients with tax preparation and planning for over 40 years. When you work with us, you can rest easy knowing you are protected and prepared to achieve your personal and business goals.
Your Tax Experts
At FSA, we specialize in tax planning and preparation in the small-to-medium-sized business market. Our team-based approach ensures we have the right expertise to handle even the most complex tax matters for individuals and businesses.
- Personal tax preparation
- Estate and trust planning and tax preparation
- Financial projections and tax planning services
- IRS notice resolution and tax matters consultation
- Corporate and partnership tax preparation
- Tax compliance services
Comprehensive Financial Solutions
As your strategic partner, we offer comprehensive, personalized packages designed to meet your unique needs. From your business to your taxes to your long-term planning, we take an integrated approach and ensure everything works together to move you toward your goals.
Specialty Areas in Tax Planning & Preparation
Our firm offers a wide range of specialty tax and financial services. Read below to learn more.
Vacation Rental Tax Planning
If you own a vacation rental property, there are a number of tax implications to understand. The good news is that some proactive planning with a tax professional and consistent bookkeeping can help reduce (or even eliminate!) surprises at tax time.
Non-Profit Tax and Accounting
Tax-exempt 501(c)(3) organizations have unique accounting needs, particularly when it comes to meeting reporting requirements for grants and major gifts. Our not-for-profit clients receive mission-focused support from our dedicated team.
Tax Preparation for Medical Professionals
As a medical professional, you have distinct needs when it comes to tax preparation and financial services. Work with a knowledgeable tax professional to ensure you take the right deductions and plan to minimize future tax implications.
Financial Success Starts Here in Jacksonville
The FSA team has provided quality, personalized financial guidance to thousands of clients in Jacksonville since 1978, and we are leading the way in cloud accounting tech and automation. Contact us to schedule a consultation, during which we’ll get to know you and map out a unique approach to meet your financial needs.
- Schedule a consultation and meet your team.
- Dig into your financial data.
- Achieve success with a long-term financial plan designed for you.
Tax Resources for Businesses and Individuals
Your quick guide to Florida tangible property tax returns
Tangible returns, property returns, personal property returns, tangible personal property returns, TPP, DR-405… you’re forgiven if you’re confused about personal and business property tax,
Business Meals and Entertainment Expenses: What’s deductible?
If you’ve been going to town (literally) on business meals and entertainment expenses for the last two years, you may need to start second-guessing
Schedules K-2 and K-3 provide final instructions for partnerships and S-corps to report foreign income
Over the last few decades, the foreign affairs of U.S. citizens have come under increasing levels of government scrutiny. On November 4, 2022, the
401(k) and IRA changes after a recent retirement law overhaul
Recent 401(k) and IRA changes could have a significant impact on your personal finances and retirement savings, and it’s worth reassessing your savings plan.
