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Tax Preparation

Tax preparation done right the first time.

Federal and state returns for individuals, families, and businesses — prepared by a licensed team that stands behind every number.

(561) 278-1199

In short

Tax preparation at KDM Accounting includes complete federal (Form 1040) and state returns for individuals, and full business returns (1065, 1120, 1120-S) for pass-through entities and corporations. We e-file with the IRS, review every return with you before filing, and keep records for seven years.

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What a tax return should actually include

Most tax problems we see — missed deductions, missing forms, underpayment penalties — happen because the preparer rushed. A proper return takes time to do once and stays done.

  • Complete federal Form 1040 with all applicable schedules
  • State return(s) — multi-state if you worked or earned income elsewhere
  • Estimated tax calculations for the year ahead
  • Review of prior three years for potential amended returns
  • E-file with IRS (acceptance confirmation emailed to you)
  • Year-end letter summarizing positions taken, income sources, and planning notes

For individuals

Whether your return is a basic W-2 with standard deduction or involves rental properties, investment portfolios, K-1s, and AMT — we handle it. Common situations:

  • W-2 wage earners + standard or itemized deductions
  • Self-employed / 1099 contractors — Schedule C + SE tax
  • Rental property owners — Schedule E
  • Investors — capital gains, qualified dividends, K-1s from partnerships
  • Retirees — RMDs, Social Security, pension income
  • Multi-state filers — former residents of NY, NJ, CT, CA, other high-tax states
  • International — foreign income, FBAR, Form 8938 FATCA

For businesses

Business returns are where the biggest tax savings (and biggest mistakes) happen. We prepare every entity type:

  • Partnership returns (Form 1065) + K-1s to partners
  • S-Corporation returns (Form 1120-S) + K-1s
  • C-Corporation returns (Form 1120)
  • Single-member LLCs (Schedule C on owner's 1040 OR corporate election)
  • Non-profit returns (Form 990 series)
  • Estate and trust returns (Form 1041)

What we charge

We quote a flat fee before starting any return — no hourly surprises. Typical ranges for Boca Raton / Fort Lauderdale clients:

  • Simple individual W-2 return: $350-$550
  • Individual with rental or investment complexity: $550-$1,200
  • Self-employed Schedule C: $600-$1,400
  • S-Corp or partnership return + K-1s: $1,200-$2,800
  • C-Corporation return: $1,800-$4,500
  • Consultation-only (review of return prepared elsewhere): $250-$500

Pricing

Flat fees. No hourly surprises.

Flat fees quoted before any work begins. Actual 2026 ranges for individual and business returns. Multi-state, K-1 complexity, and amended returns are quoted separately.

  • Individual (Form 1040)

    Simple W-2 + standard deduction

    $350–$550

  • Individual (Form 1040)

    Itemized + rental or investments

    $550–$1,200

  • Self-employed (Schedule C)

    Single owner, 1099 income

    $600–$1,400

  • Partnership / S-Corp

    Form 1065 or 1120-S + K-1s

    $1,200–$2,800

  • C-Corporation (Form 1120)

    Standard scope

    $1,800–$4,500

  • Consultation-only

    Second opinion on a return

    $250–$500

Add-ons: amended returns from $350. Multi-state add $150 per additional state. FBAR or Form 8938 add $200. All quoted in writing before work begins.

Scope

What's included — and what isn't.

No surprises mid-engagement. Here's exactly what's in the standard scope, and what we'd bill separately or refer out.

Included

  • Complete federal Form 1040 with all applicable schedules
  • One state return (additional states quoted separately)
  • Estimated-tax calculation for the year ahead
  • E-file with the IRS and acceptance confirmation emailed to you
  • Year-end review call walking through positions taken
  • Routine IRS correspondence response for one year after filing
  • Document retention for seven years in our secure portal

Not included

  • Bookkeeping or QuickBooks cleanup — quoted as a separate engagement
  • Full audit representation under exam — billed separately if you're selected
  • Tax planning sessions — see Tax Planning
  • Legal advice (estate documents, contract review) — referred to attorneys
  • Investment management or financial planning — referred to advisors

A return done once and right beats a return done fast and wrong by every measure that matters — refund, audit risk, your time, your peace of mind.

— KDM Accounting

FAQ

Questions we hear about tax preparation.

When should I send you my tax documents?
Earlier is always better. For individual returns: January and February are ideal. By March, we're triaging. After April 1, we may need to file an extension for new clients to do the work properly. For business returns (March 15 deadline), send materials by late January.
Do you provide audit support if I'm audited later?
Yes. We represent every client whose return we prepared, at no additional charge for routine IRS correspondence. Full audit representation is billed separately, but you're never alone in front of the IRS.
What if I have several years of unfiled returns?
Common — we file back-year returns every week. We reconstruct records, catch missed deductions, and file in the order that minimizes penalties and interest. In most cases we can also negotiate an installment agreement or Offer in Compromise on any remaining balance.

Related services

Often paired with tax preparation.

Tax Planning

Year-round tax planning for individuals and business owners in South Florida. Strategies that actually reduce what you pay — legally.

IRS Problem Resolution

IRS representation, back taxes, tax liens, levies, wage garnishment, audits, and Offers in Compromise. Boca Raton & Fort Lauderdale.

Small Business Accounting

Monthly bookkeeping, financial reporting, and CFO-level advisory for South Florida small businesses. Clean books, real insight.

Ready for a straight answer on your taxes?
Start with a free consultation.

Call, email, or book online. We respond within one business day — every time.

(561) 278-1199

KDM Accounting

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