Accurate, Stress-Free Tax Preparation in Winter Park FL
Whether you’re filing a simple individual return or managing small business finances, Living Tree offers experienced, personalized tax preparation in Winter Park FL. We help clients throughout Central Florida file on time, claim every credit they deserve, and avoid costly IRS mistakes.
Our tax team supports individuals, families, retirees, gig workers, and local business owners with year-round service and expert guidance. We’re not just seasonal tax preparers—we’re here when you need us, with clear answers and reliable advice.
Medicare Made Simple
Tax Prep That Covers All the Bases
We provide income tax services in Winter Park for a wide range of clients:
- Individuals & families
- Seniors on Social Security or retirement income
- Freelancers & self-employed professionals
- Small business owners with Schedule C or LLC filings
We stay current with the latest tax law changes and specialize in finding deductions many people overlook. Our goal is simple: to make filing easy and help you keep more of your hard-earned money.
Personal Tax Filing Help That’s Actually Personal
Filing your own taxes or using a big-box service can leave you with missed credits or unclaimed refunds. Our one-on-one approach means you’ll get:
01
Federal income tax return preparation (and multi-state filings if you’ve moved)
02
Electronic filing for faster refunds
03
Review of deductions & credits for students, parents, homeowners, and retirees
04
Form 8962 (Premium Tax Credit) support for those with Marketplace health plans
05
Expertise in Social Security taxation, RMDs, and common senior tax needs
From child tax credits to healthcare deductions, we’ll make sure you don’t leave money on the table.
Gap Coverage
Small Business Tax Services Done Right
Running a business is enough work on its own—let us take the stress out of tax time. We help small businesses and self-employed individuals:
- Prepare Schedule C returns and LLC tax filings
- Track income and deductible expenses
- Handle 1099 reporting and quarterly estimates
- Review home office, vehicle, and equipment deductions
- Stay compliant with IRS rules and avoid red flags
Whether you’re a one-person operation or managing a team, we tailor your tax strategy to fit your business goals.
Tax Planning That Works for You All Year
Good tax prep doesn’t stop in April. We help clients look ahead, so next year’s return is just as smooth—and possibly more rewarding.
- Review past returns to uncover missed opportunities
- Recommend withholding adjustments and quarterly payments
- Advise on large events like home sales, retirement distributions, or inheritance
- Explain tax treatment of insurance products like annuities or long-term care coverage
- Guide self-employed clients on estimated taxes and deduction tracking
Have questions about how your health insurance, investments, or retirement income affect your taxes? We’ll connect the dots and give you clear next steps.
Supplemental Solutions
Secure, Flexible, and Local
Your time and financial info are important. That’s why we offer:
- In-person tax prep at our Winter Park office
- Virtual appointments and secure digital document uploads
- Transparent pricing and clear communication throughout
- Support if the IRS ever contacts you with questions or audits
Our team is trusted across Central Florida for quick response times, attention to detail, and explaining things in plain English.
Local and Beyond
Backed by Experience & Focused on You
We’re not a seasonal pop-up or a call center. Living Tree’s tax team includes professionals with years of experience in personal and business tax prep. We take the time to understand your full financial picture—because it’s all connected.
If you’re already a Living Tree insurance client, we can streamline your tax filings with a complete understanding of your health, life, or retirement products. If you're new, we’ll make you feel right at home.
What to Bring to Your Tax Appointment
To get started, gather a few key documents:
- Photo ID (and spouse’s ID, if filing jointly)
- Social Security cards (or ITIN letters)
- Last year’s tax return
- W-2s, 1099s, Social Security and retirement income statements
- Proof of deductions (mortgage interest, property taxes, medical bills, donations)
- Marketplace insurance form (1095-A), if applicable
- For businesses: profit & loss statements, expense records, 1099s issued
Need help tracking it down? Just ask—we’re happy to walk you through it.
Frequently asked questions
Tax Preparation Services
Do you offer tax preparation for individuals and businesses?
Yes. We help individuals, families, retirees, and small business owners across Winter Park and Central Florida file accurate tax returns. Whether you’re filing a simple personal return or managing multiple 1099s, we’ll guide you through the process and help you avoid costly mistakes.
How much does tax preparation cost?
Our fees depend on the complexity of your return. Most standard personal returns fall within an affordable flat rate. We offer free consultations to review your previous return and provide an upfront estimate—no surprises.
Can you help with tax filing if I have Marketplace health insurance?
Absolutely. If you received health insurance through the ACA Marketplace, we’ll help reconcile your Premium Tax Credit (Form 8962) to ensure everything matches and there are no IRS issues. Our team understands the connection between your healthcare and taxes.
Do you handle self-employed and small business taxes?
Yes. We prepare returns for sole proprietors, LLCs, and independent contractors throughout Florida. We’ll help with Schedule C filings, deductions, mileage logs, and expense tracking—so you keep more of what you earn and stay compliant.
Can I file my taxes with you remotely?
You can. We offer secure digital options for document upload, communication, and e-filing. Or, if you prefer in-person help, visit us at our Winter Park office by appointment. Either way, you’ll get the same personalized service
What documents do I need to bring to my tax appointment?
Here’s a quick checklist:
- W-2s, 1099s, or other income statements
- Social Security or ID cards for you and dependents
- Prior year’s tax return (if available)
- Mortgage interest, property tax, or tuition statements
- Healthcare forms (1095-A if on Marketplace)
- Business income & expenses (if self-employed)
If you’re not sure what to bring, give us a call—we’re happy to walk you through it.
What if I receive a letter from the IRS after filing?
We stand by our work. If the IRS contacts you about your return, we’ll help you understand and respond appropriately. Whether it’s a simple correction or something more complex, you won’t have to face it alone.
Do you offer tax planning services too?
Yes. In addition to filing, we help clients plan ahead—whether it’s adjusting withholdings, preparing for retirement distributions, or estimating quarterly taxes. We’ll look at your full financial picture and help you make smarter decisions year-round.
Can you help seniors or retirees with tax returns?
Definitely. We work with many clients on Medicare or fixed incomes in the Orlando area. From Social Security taxation to RMD reporting, we make sure your return is filed correctly and you’re not leaving money on the table.
How do I schedule an appointment?
Call us at (321) 214-4594 or email mturk@livingtreefinancialgroup.com to book your tax prep appointment. We’re available year-round—not just during tax season—and all consultations are free of charge.
Let’s Maximize Your Refund & Minimize Stress
Stress-Free Filing
Tax season doesn’t have to be stressful. Let us help you file with confidence—and maybe even look forward to your refund.
Call (321) 214-4594 or email mturk@livingtreefinancialgroup.com to schedule your free initial tax consultation. We’ll review your last return and suggest ways to improve this year’s outcome. Walk-ins are welcome during tax season, but appointments are preferred.
