Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

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Move your income into lower tax brackets by splitting income among family members or legal entities.

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Shift income and/or expenses to different years in order to best take advantage of lower rates.

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Defer tax liability through some types of investment options.

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Avoid tax liability through some types of investment options, both on the federal and state level.

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Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

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Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

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Reduce taxes on investments so that you can grow your money quicker.

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Keep more of what you make by reducing your taxed income.

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Defer income in order to keep your money now and pay your taxes later.

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Understand estate taxes and planning so that your family gets to keep more of what you make.

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Give money while reducing taxes to maximize your giving potential.

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Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

The Sunshine State Tax and Accounting Services, LLC Guide to Minimizing Credit Card Processing Fees For Small Business Owners

 Quick Answer: Small business owners can minimize credit card processing fees by switching from a flat-rate provider to an interchange-plus plan, which passes the true wholesale cost of a swipe straight to you. You can trim costs even further by routing...

How Does The Employer Credit For Family and Medical Leave Work for Tallahassee Small Businesses?

 Quick Answer: The employer credit for family and medical leave provides small businesses a federal tax credit worth 12.5% to 25% of qualified leave costs. In 2026, you can claim this credit on actual wages paid during FMLA leave or on commercial insurance...

How To Hire An Intern For The Summer For Your Tallahassee Business

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How To File A Tariff Refund Claim for Your Tallahassee Business

Key TakeawaysAs of April 20, 2026, the Consolidated Administration and Processing of Entries (CAPE) tool is the exclusive electronic system for reclaiming IEEPA tariff duty payments. Importers must have an active ACE Secure Data Portal account and an authorized...

Why Tariff Refund Claims Get Delayed for Tallahassee Small Business Owners

 *This guidance is based on CBP’s April 2026 CAPE/IEEPA refund guidance, current ACH refund enrollment rules, and general federal tax recovery principles as of May 15, 2026. Your facts may require coordination with your customs broker, trade counsel, and tax...

Do You Pay Taxes On Foreign Income? Answers for Tallahassee Taxpayers

Do you pay taxes on foreign income? It depends. The US has entered into international tax agreements called Tax Treaties with many countries, and one of the goals of these treaties is to avoid double taxation of income. Furthermore, the US Tax Code contains provisions...

Sunshine State Tax and Accounting Services’ Guide to Reporting Foreign Financial Assets

Over recent years, the US Treasury has become serious about reporting foreign financial assets, and many taxpayers are confused about exactly which assets should be reported. Many taxpayers are aware that the FBAR, now FinCEN Report 114, must be submitted to report...

US Taxes For Foreigners in Tallahassee

Moving to a foreign country is always stressful. There is always so much to just DO – everything is new – new job, new home, new friends, new transport experiences, new language, new food – well, in fact, new almost everything!  One of the more challenging tasks for...

How Does a Tallahassee Non-Resident Alien Sale of Real Property Work?

How does a non-resident alien sale of real property work? Here’s the scoop… US resident aliens are subject to US federal income tax on their worldwide income, whereas US nonresident aliens (as well as foreign partnerships, foreign estates, foreign trusts, and foreign...

Can Your ITIN Number Expire?

Will your ITIN number expire if you haven't used it? Here’s the quick answer: Some time ago, the IRS announced that ITINs that have not been used on a federal tax return in at least one of the prior three years will expire. Similarly, ITINs assigned before 2013 would...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!