What a Professional Tax Preparer Does (and Why It Helps)
A licensed preparer reviews your income and deductions, organizes documents, checks eligibility for credits, prepares and e-files your return, and supports you after filing (amendments, IRS letters). E-file + direct deposit is the fastest way most taxpayers receive refunds—the IRS issues most refunds in <21 days when filed this way. (IRS)
Who We Help
Individuals & Families
W-2 earners, retirees, students, and parents (Child Tax Credit, education).
Self-Employed & 1099
Gig workers, freelancers, rideshare/delivery, creators—mileage, home office, quarterly estimates.
Small Businesses
LLCs, partnerships, S-corps—year-end close, depreciation, shareholder/partner reporting, reasonable comp coordination.
New to Florida
No state income tax, but federal obligations still apply; we help you configure withholdings and estimated payments correctly.
Florida-Focused Tax Preparation Services
Personal Returns (Form 1040 + Schedules)
Itemized deductions, credits review, e-file, secure portal access to copies.
Self-Employed & Small-Business Returns
Schedule C, 1065, 1120-S preparation; books cleanup, 1099s, and year-end adjustments.
Amendments & Prior-Year Filings
Fix errors, claim missed credits, and respond to notices with documentation.
Year-Round Tax Planning
Withholding/estimate tune-ups, timing strategies, retirement contributions, and entity considerations (business clients).
How It Works (Simple, Fast, Transparent)
Free Document Review
Get a checklist; upload W-2/1099/1098, prior return, IDs through our secure portal.
Preparation & Accuracy Check
We reconcile forms, ask clarifying questions, and run a second human review before you sign.
E-File & Refund Tracking
We e-file the same day you approve. Use the IRS refund tools for status; e-file + direct deposit is typically fastest. (IRS)
Year-Round Support
Need an amendment or letter response? We’re available after April—not just tax-season only.
Pricing & Refund Timing (What to Expect)
Clear, written quote before we file; pricing reflects complexity (personal vs. self-employed vs. business returns).
Refunds are paid by the IRS, not by preparers. Most e-filed direct-deposit refunds arrive in <21 days; some returns take longer due to errors or additional review. (IRS)
Why Choose WeDo Insurance & Taxes
- Local expertise, small-business know-how
- Year-round availability (planning, amendments, notice support)
- Bilingual care (English/Español, where available)
- Community-driven team founded in Coral Gables and focused on families & small businesses. (wedoinsuranceandtaxes.com)
Data Security & Compliance
Your documents are handled in a secure environment with restricted access and encrypted storage. Returns are e-filed using approved platforms; you receive copies and acknowledgment of IRS acceptance. (We provide written consent and privacy disclosures at onboarding.)
Testimonials
Frequently Asked Questions
How much does professional tax preparation cost?
Pricing depends on complexity (itemized vs. simple W-2, self-employed, or business return). We’ll give you a written quote after a free document review.
Can I work with you 100% online?
Yes. Upload securely, meet by phone/video, e-sign, and we’ll e-file and share copies through the portal.
How fast will I get my refund?
The IRS says most refunds are issued in <21 days for accurate e-file returns using direct deposit. Some take longer due to errors or additional review. (IRS)
Do you help self-employed taxpayers?
Absolutely—mileage logs, home office, 1099-K/NEC reconciliation, quarterly estimates, and planning for next year.
I got an IRS letter—can you help?
Yes. We review the notice, gather supporting docs, and prepare a response. If an amendment is advisable, we’ll recommend it.
Is there free tax prep in Florida if I qualify?
Yes. The IRS VITA/TCE programs offer free help for eligible taxpayers. Use the official locator to find sites near you. (irs.treasury.gov)
Ready to File with Confidence?
Short call or quick upload gets you started today.