Coral Gables Income Tax Accountant

Expert Tax Preparation in Coral Gables

When you need an income tax accountant in Coral Gables who takes the time to understand your financial situation, E Alex Ortiz, CPA, PA is here for you. Located at 2727 Ponce de Leon Blvd in the heart of Coral Gables, we have been preparing tax returns for individuals and businesses in this community since 1985.

Tax preparation is more than data entry. It requires a careful review of your income sources, deductions, credits, and life changes to ensure your return is accurate and optimized. Our approach involves a thorough review of your prior-year return, a detailed conversation about changes in your financial situation, and a line-by-line review before filing.

Individual Income Tax Returns

We prepare federal income tax returns for all filing situations. Whether you have a straightforward W-2 return or a complex situation involving multiple income sources, we handle it with care and precision. Common situations we address include:

Employment income (W-2) and self-employment income (1099-NEC, Schedule C), rental property income and depreciation (Schedule E), investment income including capital gains, dividends, and interest (Schedule D, Form 8949), retirement income and IRA distributions, Social Security benefit taxation, stock options and restricted stock units, cryptocurrency transactions, education credits and student loan interest deductions, home mortgage interest and property tax deductions, medical expense deductions, and charitable contribution planning.

Florida does not have a state income tax, but many Coral Gables residents have filing obligations in other states due to business interests, rental properties, or other income sources. We prepare multi-state returns and ensure proper allocation of income across jurisdictions.

Business Income Tax Preparation

Coral Gables is home to a vibrant business community ranging from medical practices along Ponce de Leon to restaurants on Miracle Mile to professional service firms throughout the city. We prepare business tax returns for sole proprietors (Schedule C), partnerships and LLCs (Form 1065), S-Corporations (Form 1120-S), and C-Corporations (Form 1120).

Beyond the annual return, we assist with quarterly estimated tax payments, payroll tax compliance, sales and use tax filings, tangible personal property tax returns (Florida DR-405), and business formation and entity selection. We help you choose the right business structure to minimize your overall tax burden while maintaining legal protection.

Year-Round Tax Planning

The biggest tax savings opportunities happen before December 31, not during filing season. We work with our Coral Gables clients throughout the year on strategies such as retirement contribution optimization, estimated tax payment planning, timing of income and deductions, business expense planning, and charitable giving strategies.

For business owners, we review financial statements quarterly and project year-end tax liability so there are no surprises. This proactive approach consistently saves our clients money and reduces the stress of tax season.

Conveniently Located on Ponce de Leon Blvd

Our office at 2727 Ponce de Leon Blvd is in the heart of Coral Gables, easily accessible from Miracle Mile, the University of Miami area, Coconut Grove, South Miami, and downtown Miami. Ample parking is available, and we are a short walk from the Douglas Road Metrorail station.

We offer in-person consultations during business hours (Monday through Friday, 9:00 AM to 5:30 PM) as well as virtual meetings for clients who prefer remote service. All documents can be exchanged securely through our encrypted SafeSend portal.