Business Details
Your Trusted Partner for Accounting & Tax Services in Vero Beach, FL
K-12 Tax Services has built a reputation for delivering comprehensive accounting, tax, and financial solutions to individuals and businesses in Vero Beach, FL. Our team combines technical expertise with personalized service to address complex financial challenges, including tax preparation, payroll management, QuickBooks setup, and elder care support. With decades of collective experience, we prioritize accuracy, compliance, and client education, ensuring clients understand their financial obligations and opportunities. Our commitment to staying current with evolving tax laws and technology enables us to provide actionable insights tailored to each client's unique needs.We emphasize transparency, reliability, and proactive communication, fostering long-term relationships grounded in trust. Whether assisting small businesses with accounting systems or guiding families through elder financial care, our approach balances professionalism with a personal touch. Our services are designed to streamline financial operations, reduce liabilities, and empower clients to focus on their core priorities.
Services
Tax Preparation
Small Business Accounting
Payroll Services
Elder Care
QuickBooks Setup
Tax Problem Resolution
New Business Formation
Non-Profit Accounting
Internal Controls
IRS Payment Plans
Highlights and features
- We offer over 20 years of experience in tax and accounting services.
- Our team provides personalized solutions tailored to individual and business needs.
- We guarantee accurate, compliant filings with proactive error prevention.
- We deliver free initial consultations to clarify client goals and challenges.
- Our staff stays updated on evolving tax laws and financial technologies.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify deductions, credits, and strategies to minimize liabilities while complying with federal and state regulations. Clients receive personalized guidance to optimize refunds and avoid common filing errors.
Small Business Accounting
We manage monthly or quarterly accounting tasks, including bank reconciliations, income statements, and balance sheets. Our service provides business owners with clear financial insights, streamlined reporting, and support for payroll, tax planning, and cash flow management.
Payroll Services
Our payroll solutions handle tax filings, check processing, and compliance reporting for businesses of all sizes. We reduce administrative burdens by managing federal, state, and local tax deposits, W-2/1099 forms, and customized payroll reports.
Elder Care
We assist elderly clients with bill payment, budgeting, tax filings, and financial organization. Our service includes caregiver coordination, long-term care planning, and referrals to local agencies, ensuring seniors maintain financial independence and security.
QuickBooks Setup
We configure QuickBooks for businesses, including chart of accounts, payroll integration, and data migration. Our setup ensures accurate financial tracking from day one, with staff training and ongoing support for tax and management reporting.
People
Abigail Godwin
CPA
Abigail Godwin, a certified public accountant, specializes in tax strategy and compliance for individuals and businesses. With over 15 years of experience, she focuses on minimizing liabilities and providing clear financial guidance.
Michele Shaw
Office Manager/Tax Professional
Michele Shaw oversees daily operations and provides tax preparation expertise. She combines organizational leadership with hands-on client support, ensuring efficient service delivery and payroll management.
Rachel Stepaniak
Administrative Clerk/Tax Professional
Rachel Stepaniak supports tax filings and bookkeeping tasks, ensuring accuracy in client records. Her role bridges administrative efficiency with technical accounting skills for seamless service execution.
Eve Van Buren
Owner/Marketing
Eve Van Buren leads business development and client relations. With a focus on community engagement, she ensures the firm's services align with local needs while maintaining marketing and operational oversight.
Cathy Woods
Tax Professional/Bookkeeper
Cathy Woods specializes in tax compliance and small business accounting. Her expertise in QuickBooks and financial reporting helps clients maintain organized records and strategic fiscal health.
Questions
What tax services do you offer for individuals?
We prepare individual tax returns, resolve back taxes, and assist with IRS payment plans, ensuring compliance and maximizing refunds.
Can you help businesses with payroll management?
Yes, we handle payroll processing, tax filings, and compliance reporting, including W-2s, 1099s, and federal/state deposits.
Do you support QuickBooks users?
We offer QuickBooks setup, training, and troubleshooting to ensure accurate financial tracking and reporting for small businesses.
What elder care financial services are available?
We assist with bill payment, budgeting, tax filings, and caregiver coordination to support elderly clients' financial independence.
How can I schedule a consultation?
Call (772) 646-0037 or complete our online form to discuss your needs and book an appointment.
Which areas do you serve?
We serve Vero Beach, Sebastian, Melbourne, and Cocoa Beach, Florida, with flexible drop-off/pickup options.
