§ TAX PREPARATION
BOCA RATON · UPDATED MAY 2026
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.
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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§ 01
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
§ 02
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
§ 03
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)
§ 04
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.
| Item | Complexity | Typical flat fee |
|---|---|---|
| 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 |
-
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
Outside our scope
- — Bookkeeping or QuickBooks cleanup — quoted as a separate engagement
- — IRS examination representation — outside our practice scope; referred to a licensed IRS-representation firm if needed
- — 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, IRS scrutiny, your time, your peace of mind.
§ FAQ
Questions we hear about tax preparation.
When should I send you my tax documents?
What happens if the IRS sends a notice after my return is filed?
What if I have several years of unfiled returns?
§ 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.
See more
§ IRS Notice Response
IRS notice response for tax returns we prepared — CP2000, CP14, CP504, and similar routine notices. Flat fee per notice. Boca Raton & Fort Lauderdale.
See more
§ Bookkeeping
Monthly bookkeeping, bank reconciliation, and financial reporting for South Florida owner-operators. Clean books built around your S-Corp.
See more
Ready to talk?
A 30-minute scoping call costs nothing.
Free 30-minute call to confirm fit. If we are the right firm for the work, we send a written scope and a flat fee. If we are not, we point you elsewhere.