PMS Financial prepares individual and business tax returns with in-person appointments in Orlando and virtual appointments nationwide.
Your income, family circumstances and business activity shape your return. Our team reviews the information you provide, discusses missing documents and helps you understand the next steps in the preparation process.
Tax preparation is part of our year-round work. We also offer accounting, bookkeeping, financial reporting and payroll support for clients who need help keeping business records organized.
Preparation of Form 1040 for individuals and families, including review of wages, other income, dependents and applicable deductions and credits.
Bring your income documents and prior-year return so our team can review your filing needs.
Tax preparation for independent contractors, freelancers and sole proprietors with business income and expenses.
We review the business records you provide, including income statements, expense summaries and supporting documents.
Business tax preparation for corporations and S corporations, including Forms 1120 and 1120S.
Organized profit and loss statements, balance sheets and payroll records help our team prepare your business return.
Need help with a previous tax year, an amended return or IRS correspondence? Schedule an appointment to review your documents and discuss the service you need.
Businesses can also explore our accounting and financial reporting, bookkeeping and payroll services.
Choose tax preparation in our booking calendar, or call our office. In-person and virtual appointments are available.
Have identification, your prior-year return, income documents and relevant deduction or business records ready. Our team will confirm which documents apply to your return.
Our team reviews your information and prepares the return. You review the completed return and provide the required authorization before filing.
For remote document submission, use our secure tax application. Please use the approved secure application for tax documents rather than ordinary website forms or chat.
PMS Financial
805 S Kirkman Road, Suite 207
Orlando, FL 32811
(407) 271-8084
info@pmsfinancial.net
Prefer to meet remotely? Virtual appointments are available for clients nationwide.
Select the tax service you need in the calendar. For questions about your return type, required documents or preparation fees, contact our team before your appointment.
Schedule Tax PreparationYes. PMS Financial offers virtual appointments and a secure tax application for remote document submission. Our team will explain the steps for your return.
Yes. We prepare individual returns with Schedule C, as well as corporate and S-corporation returns. Contact us to confirm the service and records required for your business.
Start with identification, your prior-year return and current-year income documents. Depending on your circumstances, you may also need dependent information, deduction records, business financial statements and other supporting documents. Our team will confirm the list for your return.
Yes. Bring the return you filed, any notices received and the documents relevant to the tax year so we can review your needs.
Fees depend on the return type and the work required. Contact PMS Financial to discuss your situation and request a preparation estimate.
This page is for clients who need their tax returns prepared. If you want to learn to prepare returns, visit our separate tax preparation training program.