Do I need to send documents before the appointment?

Not always. For a general introductory consultation, you may begin by explaining the situation. If the discussion requires review of a tax return, IRS notice, financial statement, or other document, you may be asked to upload it securely before the appointment.

IRS Enrolled Agent

Schedule a Tax Consultation

Business Tax Returns
Personal Tax Returns
IRS Resolution

Serving Tampa Bay and Nationwide

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Schedule a Tax Consultation With PUBLIC TAX, CORP

Q: What can we discuss during a tax consultation?

The consultation can be used to discuss personal tax preparation, business tax returns, IRS notices, unfiled returns, back taxes, tax resolution, amendments, or related tax questions.

Q: Can I schedule an appointment if I live outside Florida?

Yes. PUBLIC TAX, CORP serves clients nationwide through a secure online portal, telephone consultations, electronic signatures, and remote document delivery.

Q: What should I do if I have an urgent IRS deadline?

If an IRS or state notice has a response deadline approaching, call the office directly at 727-300-0208 and explain the deadline. Do not wait for a routine appointment if immediate action may be required.

Choose a convenient appointment time to discuss personal tax preparation, business tax returns, IRS notices, unfiled returns, back taxes, or tax resolution. Our office is located in Dunedin, and secure remote service is available throughout Florida and nationwide.

IRS Enrolled Agent Federally licensed tax representation for IRS matters.

Personal & Business Tax preparation for individuals, LLCs, corporations, and partnerships.

Secure Workflow Documents and communication are handled through a secure portal.

Local & Nationwide Dunedin office with remote service throughout the United States.

Choose an available appointment time

Select a convenient time below. If you have an IRS notice or another tax deadline approaching, call the office directly.

What we can discuss

Use the appointment to explain your situation, confirm the scope of work, and determine what records may be needed.

Individual tax returns
Self-employed and Schedule C taxes
LLC and partnership tax returns
S Corporation and C Corporation returns
IRS notices and unfiled returns
Back taxes and tax resolution

Prefer to call? (727) 300-0208

Please do not send sensitive tax documents by ordinary email. When documents are needed, use the secure client portal.

What to expect

A focused conversation about your tax situation

The purpose of the initial consultation is to understand your situation, identify the immediate issues, and determine the appropriate next step. You do not need to know every technical detail before scheduling.

Explain the situation

Tell us what you need help with, what returns or notices are involved, and whether any filing or response deadlines are approaching.

Confirm the records needed

We will explain which tax returns, notices, bookkeeping reports, payroll records, or other documents may be required.

Discuss scope and next steps

When enough information is available, we will discuss the likely scope of work, expected timeline, and pricing process.

Who should schedule a consultation?

A consultation may be appropriate when you need professional guidance before beginning a tax engagement or responding to an IRS matter.

Individuals needing current-year or prior-year returns
Self-employed taxpayers with business income
LLC, partnership, S Corporation, and C Corporation owners
Taxpayers who received an IRS or state notice
Individuals or businesses with unfiled returns
Taxpayers who owe back taxes

What should you prepare?

For a general introductory conversation, you may begin by describing the situation. For a more specific review, the following information may be helpful.

The most recent tax return related to the issue
Any IRS or state tax notice you received
The tax years involved
Business entity type and ownership information
A summary of missing returns or bookkeeping issues
Any upcoming filing or response deadline

Sensitive documents should be uploaded through the secure client portal. Do not send Social Security numbers or complete tax documents through ordinary email.

Frequently asked questions

Practical information before scheduling your consultation.

What can we discuss during a tax consultation?

The consultation can cover personal tax preparation, business tax returns, IRS notices, unfiled returns, back taxes, amended returns, tax resolution, or questions about beginning a new engagement.

Do I need to upload documents before the appointment?

Not always. For an introductory conversation, you may begin by explaining the situation. If a detailed review is needed, you may be asked to upload documents securely before the meeting.

Can I schedule an appointment if I live outside Florida?

Yes. PUBLIC TAX, CORP serves clients throughout Florida and nationwide. Documents, signatures, questions, and final copies can be handled through the secure portal.

What should I do if I have an urgent IRS deadline?

Call the office directly at (727) 300-0208 and explain the deadline. Do not wait for a routine appointment if an IRS or state response date is approaching.

Will I receive a final price during the consultation?

When the scope is clear, we may be able to provide or confirm a quote. More complex engagements may require a preliminary document review before final pricing can be determined.