Tax Preparation in Clearwater, Done at Your Kitchen Table
Whether it's one W-2 or a family business, you want your return right, on time and explained in a way that makes sense. Iris comes to your home or business in Clearwater, prepares the return with you, and e-files it before she leaves. Call 678-614-4636 to book.
Hablamos español. Monday to Saturday, 8 to 6.
- Women-owned business
- We come to your home or business
- English and Spanish
- Monday to Saturday, 8 to 6
- Every return e-filed
- 20+ tax seasons of experience
Why Clearwater families switch to a mobile preparer
The big tax chains are built for volume. You take a number, sit under fluorescent lights, and talk to whoever is free. Iris works the other way around. One preparer, at your table, for as long as your return needs.
That matters most when your return isn't simple. Maybe you sold a house, started driving for a delivery app, inherited an IRA, or moved to Florida from New York halfway through the year. Those are the returns where a rushed preparer misses something, and where a patient one finds the deduction you didn't know about.
Every return Iris prepares is filed electronically, which is the fastest way to get a refund. Most e-filed refunds with direct deposit arrive within about three weeks, according to the IRS.
Individual Tax Returns
Form 1040 returns for Clearwater households: W-2 employees, retirees with Social Security and pensions, families with children and dependents, students, and people with a little gig or investment income. Iris checks every credit you qualify for, including the Earned Income Tax Credit, the Child Tax Credit and education credits, and compares the standard deduction with itemizing. She explains your refund or balance in plain English or Spanish, and e-files with direct deposit so your refund arrives as fast as the IRS allows.
Self-Employed and 1099 Returns
Returns for Clearwater contractors, rideshare and delivery drivers, hair stylists, cleaners, landscapers, real estate agents and anyone paid on a 1099. Iris prepares Schedule C and self-employment tax, documents your mileage and business expenses, checks the home office and qualified business income deductions, and sets up quarterly estimated payments so next April isn't a shock. She meets you at home or at your job site, wherever your records are.
Business Tax Returns
Returns for small businesses in Clearwater: multi-member LLCs and partnerships (Form 1065 with K-1s), S corporations (Form 1120-S), and C corporations (Form 1120), plus the Florida corporate income tax return when it applies. Iris works from your bookkeeping, reconciles balances, prepares owner K-1s on time for your personal returns, and flags reasonable-salary and distribution issues for S corporation owners. She meets you at your business, after closing if needed.
Rental Property Tax Returns
Schedule E returns for Clearwater landlords with a duplex, a condo, a mother-in-law apartment or a vacation rental near the beach. Iris records rent, repairs, insurance, HOA fees, property management and mortgage interest, sets up and carries forward depreciation, and separates repairs from improvements. For short-term rentals she explains which federal rules apply and reminds you of the Florida and Pinellas County taxes collected on stays of six months or less.
Amended Tax Returns
Form 1040-X amended returns when you need to add a missed W-2 or 1099, claim a credit you skipped, change filing status or correct a dependent. Iris compares your original return line by line, explains whether you'll get money back or owe more, and e-files the amendment when the IRS allows it. If someone else prepared the original, she can still fix it. Amending on your own initiative usually costs less than waiting for an IRS notice.
Prior-Year Tax Returns
Late returns for one year or several. Iris requests your IRS wage and income transcripts so missing W-2s and 1099s aren't a roadblock, prepares each year with the rules that applied then, and tells you which years may still have a refund. Refunds are generally lost after three years, so the oldest refund years come first. If you owe, she helps you file and then look at payment options. No judgment, just a plan.
Tax Extension Filing
Individual extensions on Form 4868 and business extensions on Form 7004, filed before the deadline. Iris estimates your tax so you can pay what's likely owed with the extension, which limits late-payment penalties and interest. She also checks whether an IRS disaster postponement already gives Pinellas County taxpayers more time. Then she books your appointment to finish the return well before the extended October deadline.
In-Home Tax Preparation for Seniors
Tax preparation for retirees and homebound clients at home or in a care community, with no driving and no waiting room. Iris handles Social Security, pensions, IRA and 401(k) withdrawals, required minimum distributions, the added deduction for taxpayers 65 and older, and medical expense deductions. Adult children and caregivers can join in person or by phone. She can also notarize a power of attorney at the same visit, with the two witnesses Florida law requires.
Other-State Tax Returns
Part-year resident returns for people who moved to Clearwater from states like New York, New Jersey, Pennsylvania, Ohio, Michigan or Illinois, and nonresident returns for income still earned in another state. Iris allocates income by date and source, documents your Florida residency, and claims withholding back from your old state. Snowbirds who split the year get help showing which state is home, which matters when the other state asks.
Florida facts that change your return
- No state personal income tax. Most Clearwater residents file only a federal return. If you lived or worked in another state during the year, you may still owe that state a return. Iris prepares part-year and nonresident returns for other states.
- Hurricane deadline postponements. After a federally declared disaster in Pinellas County, the IRS often postpones filing and payment deadlines. Iris checks whether a postponement applies to your return year.
- Tips and overtime. Many Clearwater Beach hospitality workers earn tips and overtime. Newer federal deductions for qualified tips and overtime pay apply starting with 2025 returns, with limits. Iris checks whether yours qualify.
- Seasonal and snowbird residents. Splitting the year between Florida and a northern state raises residency questions. Iris helps you document where you lived and what each state is owed.
How a tax appointment works
- Call 678-614-4636. Iris asks a few questions so she knows what to bring and how long to plan for.
- She arrives at your door, reviews last year's return and this year's documents with you, and asks about life changes.
- She prepares the return, walks you through it, and e-files once you approve and sign.
Mobile service across Pinellas County
Iris is based in Clearwater and meets clients across the city, from Countryside and Northwood to Morningside, Island Estates, downtown and Clearwater Beach. From there she travels throughout Pinellas County: Tarpon Springs, Palm Harbor, Oldsmar, Dunedin, Safety Harbor, Largo, Seminole, Pinellas Park, St. Petersburg, Gulfport and the beach towns from Clearwater Beach to St. Pete Beach. When her schedule allows, she also serves nearby parts of Pasco and Hillsborough counties. Appointments can be at your home, your business, or a hospital or care community that welcomes visitors. Adult children who live out of state can book a visit for a parent here and join the appointment by phone.
Questions people ask before they call
Do you e-file every return?
Yes, whenever the IRS allows it. E-filing with direct deposit is the fastest and safest way to get your refund. Older returns that can no longer be e-filed are printed for you to sign and mail.
Can you prepare my return if I lived in two states?
Yes. Iris prepares the federal return plus part-year or nonresident returns for other states you lived or worked in.
What if my documents are a mess?
That is common, and it's fine. Bring what you have. Iris sorts it at the table and gives you a short list of anything missing.
Can my spouse join remotely?
Yes. If your spouse is at work, they can join by phone or video for the review and sign electronically.
Do you prepare returns for prior years?
Yes. Iris prepares late returns for prior years and amended returns when something needs to be corrected.
Do you guarantee a refund?
No honest preparer can guarantee a refund amount. Iris guarantees that she checks every deduction and credit you qualify for and prepares your return accurately from the information you provide.