CPA · Certified Public Accountant
For specialized accounting, financial statements, and complex tax matters that require a licensed CPA.
Taxes
We file your personal and business taxes and explain every step.
Ideal for
Tax Services We Offer
From personal and business tax returns to international filings and IRS support, find the tax assistance you need.
Service 01 of 06
Personal & Self-Employed Taxes
At H Everest Tax, we make tax filing simple and stress-free. From personal tax returns to self-employed income, our experienced team helps you file accurately, understand your options, and make informed decisions.
What's included
- Federal Individual Income Tax Returns (Form 1040)
- W-2 & 1099 Income Reporting (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-B, etc.)
- Self-Employment Income & Schedule C
- Rental Property Income & Expenses (Schedule E)
- Stock Sales, Investments, Capital Gains & Losses (Schedule D / Form 8949)
- Property Sales & Real Estate Transactions
- Nonresident Alien Tax Returns (Form 1040-NR)
- Foreign Income & International Tax Reporting
- Refundable Tax Credits (EITC, Additional Child Tax Credit, American Opportunity Tax Credit, when applicable)
- Nonrefundable Tax Credits (Child Tax Credit, Credit for Other Dependents, Education Credits, Foreign Tax Credit, etc.)
- Itemized Deductions (Schedule A)
- Business Income, Expenses & Depreciation
- Retirement Income, Pension & IRA Distributions
- Social Security Benefits & Unemployment Income
- Health Insurance Marketplace Reconciliation (Form 8962)
- Estimated Tax Payments & Self-Employment Tax
- Partnership, S Corporation & K-1 Income Reporting
- Prior-Year Tax Returns & Amended Returns (Form 1040-X)
- ITIN Tax Returns & ITIN Application Assistance
- IRS Letters, Notices & Tax Filing Assistance
- Additional Individual Tax Schedules & Forms, as applicable
Service 02 of 06
Business Tax Returns
Business taxes shouldn't be complicated. At Heverest Tax, we prepare federal business tax returns for LLCs, S Corporations, C Corporations, and Partnerships, helping business owners stay compliant, identify eligible deductions, and plan confidently for what's next.
What's included
- Federal Business Income Tax Returns
- S Corporation Tax Returns – Form 1120-S
- C Corporation Tax Returns – Form 1120
- Partnership & Multi-Member LLC Tax Returns – Form 1065
- Single-Member LLC Tax Reporting (as applicable)
- Schedule K-1 Preparation & Shareholder / Partner Allocations
- Business Income, Expenses & Deduction Review
- Profit & Loss Statement and Balance Sheet Review
- Cost of Goods Sold (COGS) & Inventory Reporting
- Fixed Assets, Depreciation & Amortization – Form 4562
- Section 179 & Eligible Bonus Depreciation
- Business Vehicle, Mileage & Equipment Deductions
- Business Tax Credits & Eligible Deductions
- Capital Gains, Business Asset Sales & Dispositions – Form 4797
- Business Real Estate & Rental Income Reporting
- Shareholder Distributions, Owner Compensation & Basis Review
- Business Losses & Net Operating Loss Reporting
- Tax Planning & Estimated Tax Payment Guidance
- Prior-Year Business Tax Returns & Amended Returns
- Business Tax Extensions – Form 7004
- IRS Business Letters, Notices & Tax Return Assistance
- International Business Tax Reporting, including Forms 5472 and 1120-F, when applicable
- Business Closure & Final Federal Tax Returns
- Federal & State Tax Compliance Review, as applicable
- 1099-NEC, 1099-MISC and Other Information Return Services
- Payroll Tax Filings – Forms 941, 940 and Florida RT-6
- Florida Sales & Use Tax Returns – DR-15
- Additional Business Tax Schedules and Forms, as applicable
Documents you'll need
- Business EIN Confirmation Letter
- Articles of Organization or Incorporation
- Business Ownership & Shareholder Information
- Prior-Year Business Tax Returns
- Year-End Profit & Loss Statement
- Year-End Balance Sheet
- Business Bank Statements & Reconciliations
- Business Credit Card Statements
- Income & Sales Records
- Business Expense Records & Receipts
- Inventory Reports & Cost of Goods Sold
- Fixed Asset & Depreciation Schedules
- Business Vehicle & Mileage Records
- Payroll Reports, W-2s, Forms 941 & 940
- Contractor Payments & 1099 Records
- Shareholder Contributions, Distributions & Loan Records
- Business Loans & Interest Statements
- Sales Tax Returns & Payment Records
- Business Property Purchases & Sales Documents
- Partnership Agreements or Corporate Ownership Changes
- IRS & Florida Department of Revenue Notices
- Foreign Ownership & International Transaction Records, if applicable
- Accounting Software Access or Financial Reports (QuickBooks, etc.)
- Additional Documents Depending on Business Structure and Activity
Service 03 of 06
International Tax Services
At H Everest Tax, we help individuals and businesses navigate U.S. international tax requirements, including foreign income, investments, and nonresident tax returns. For complex cases, we collaborate with specialized tax professionals to ensure expert guidance and accurate filing.
What's included
- Nonresident Tax Returns (Form 1040-NR)
- Foreign Income & Worldwide Income Reporting
- Foreign Tax Credits & Exclusions (Forms 1116 & 2555)
- Foreign Bank Account Reporting (FBAR)
- Foreign Financial Assets Reporting (Form 8938 – FATCA)
- Foreign-Owned U.S. Businesses (Forms 5472 & 1120)
- Foreign Corporations & Partnerships (Forms 5471, 8865 & 8858)
- International Investments, Stocks & Capital Gains
- Foreign Real Estate Income & Property Sales
- FIRPTA Withholding & Tax Reporting
- International Tax Treaties & Withholding
- Foreign Trusts, Gifts & Inheritances
- ITIN Applications & Tax Filings
- International Tax Amendments & Prior-Year Returns
- IRS International Tax Notices & Compliance Assistance
- Cross-Border Tax Planning & Guidance
- Preparation and Filing Support Through Specialized International Tax Professionals, When Needed
Documents you'll need
- Valid Passport or Government-Issued Photo ID
- Social Security Number, ITIN or EIN (as applicable)
- U.S. Immigration and Tax Residency Information
- Previous U.S. Tax Returns and International Reporting Forms
- Foreign and U.S. Income Statements
- Foreign Employment & Self-Employment Income Records
- Foreign Tax Returns & Proof of Taxes Paid Abroad
- Foreign Bank Account Statements & Maximum Annual Balances
- Foreign Investment, Brokerage & Dividend Statements
- Foreign Property Ownership, Rental and Sale Records
- Foreign Corporation or Partnership Ownership Documents
- U.S. LLC or Corporation Formation Documents
- Business Financial Statements & Transaction Records
- Foreign Owner Contributions, Distributions and Related-Party Transactions
- Forms W-2, 1099, 1042-S, 8805 or Other Applicable Tax Statements
- Foreign Trust, Gift and Inheritance Documentation
- Foreign Real Estate Closing Statements & FIRPTA Documents
- Travel Dates and Records of Days Spent in the United States
- Foreign Currency Transaction Records and Exchange Rate Information
- IRS Letters, Notices and Prior-Year Filing Correspondence
- Additional Documents Depending on Country, Tax Residency and Filing Requirements
Service 04 of 06
ITIN Applications & Renewals
Need an ITIN or renewal? At H Everest Tax, we make the application process easier by helping you prepare the required forms, review your documents, and submit your application correctly.
What's included
- New ITIN Applications (Form W-7)
- ITIN Renewals & Expired ITIN Assistance
- Form W-7 Preparation & Review
- Required Identification Document Review
- ITIN Applications for Spouses & Dependents
- ITIN Applications for Nonresident Individuals
- Tax Return Preparation Required for ITIN Applications, When Applicable
- ITIN Application Package Preparation & Submission Assistance
- ITIN Application Corrections & Rejected Application Assistance
- IRS ITIN Letters & Notices Assistance
- ITIN Application Status Follow-Up Guidance
- Coordination with IRS-Authorized Acceptance Agents, When Needed
Documents you'll need
- Valid Passport (Preferred)
- Birth Certificate (if applicable)
- Foreign Government-Issued Photo ID
- U.S. Visa or Immigration Documents (if applicable)
- Previous ITIN Letter (for renewals)
- Tax Documents (W-2, 1099, etc., if applicable)
- Previous Tax Return (if available)
- Proof of Residency (if required)
- IRS Letters or Notices (if applicable)
Service 05 of 06
Prior-Year & Amended Tax Returns
Missed a tax year or need to correct a previous return? At H Everest Tax, we help individuals and businesses file past-due returns, correct mistakes, and get back on track with their IRS tax obligations.
What's included
- Prior-Year Individual Tax Returns (Form 1040)
- Prior-Year Business Tax Returns (Forms 1120, 1120-S & 1065)
- Amended Individual Tax Returns (Form 1040-X)
- Amended Business Tax Returns & Applicable Adjustment Requests
- Corrections to Previously Filed Tax Returns
- Missing Income Reporting (W-2, 1099 & Other Income)
- Corrections to Refundable & Nonrefundable Tax Credits
- Dependents & Filing Status Corrections
- Schedule C Self-Employment Income & Expense Corrections
- Rental Property Income & Schedule E Adjustments
- Stock Sales, Investments & Capital Gains Corrections
- Missing Deductions & Expense Adjustments
- IRS Tax Transcript Review & Assistance
- Multiple Years of Unfiled Tax Returns
- IRS Notices Related to Missing or Incorrect Tax Returns
- Prior-Year Tax Balance & Payment Guidance
- Amended Return Filing & Status Guidance
- State Tax Return Amendments, When Applicable
- Additional Tax Schedules & Forms, as Required
Service 06 of 06
IRS Support & Tax Planning
Received an IRS letter or need a better tax strategy? At Heverest Tax, we help individuals and businesses understand their tax obligations, explore available solutions, and plan ahead with confidence.
What's included
- IRS Letters & Notice Review
- IRS Balance Due & Tax Debt Assistance
- IRS Payment Plans & Installment Agreement Applications
- Penalty Abatement & First-Time Penalty Relief Requests
- IRS Tax Transcript Review
- Unfiled Tax Returns & Prior-Year Compliance
- Amended Tax Returns & Corrections
- IRS Audit Preparation & Documentation Support
- IRS Collection Notices & Account Status Guidance
- Tax Withholding & Estimated Tax Payment Planning
- Personal & Business Tax Planning
- Self-Employment & Small Business Tax Strategies
- Business Deductions & Tax Credit Review
- S Corporation Tax Planning & Owner Compensation Review
- Business Entity Tax Classification Review
- Quarterly Tax Estimates & Projections
- Year-End Tax Planning & Deduction Strategies
- Capital Gains & Investment Tax Planning
- Real Estate & Rental Property Tax Planning
- Retirement Contributions & Tax-Saving Opportunities
- IRS Offer in Compromise Eligibility Review & Professional Referral
- IRS Account Follow-Up & Resolution Coordination
- Coordination with Authorized Tax Professionals for Complex IRS Matters
Documents you'll need
- Valid Photo ID
- Social Security Number or ITIN
- IRS Letters or Notices Received (If Applicable)
- Previous Tax Returns (If Available)
- IRS Account Transcripts or Balance Information (If Available)
- W-2, 1099 or Other Income Records
- Business Income & Expense Reports (For Business Owners)
- Current Financial Information for Tax Planning
- IRS Payment Plan Information (If Applicable)
- Documents Related to Penalties, Tax Debt or Audits (If Applicable)
- Additional Documents Depending on the Case
How it works
01
Tell us your case
By WhatsApp, phone or in the office.
02
Gather your documents
We send you the exact list for your case.
03
We handle it
We explain every step and the price before we start.
04
We stay with you
We tell you about dates and next steps.
Pricing
Personal & Self-Employed TaxesFrom $125
Business Tax ReturnsFrom $250
Prior-Year & Amended Tax ReturnsFrom $150
The final amount depends on your case. We tell you before we start.
Documents
- Photo ID
- SSN or ITIN for each person
- W-2 or 1099 forms
- Dependent details
- Last year's return, if you have it
Questions
When should I bring my documents?
The sooner the better. Book your appointment and we send you the exact list for your case.
Do you file prior-year returns?
Yes. We check which years are missing and how to catch up.
What if I owe and can't pay it all?
Tell us your case at the appointment and we review the options with you.
Specialized Expertise. Trusted Connections.
Some situations call for specialized knowledge. At Heverest Group, we help you connect with qualified professionals when your needs go beyond our services.
EA · Enrolled Agent
For specialized tax matters and representation before the IRS, including audits, collections, and appeals.
CPA and Enrolled Agent services are provided by each professional independently, under their own license and professional responsibility, just like an attorney with their own firm. Heverest Group connects you and coordinates the service; it does not provide these services directly.
Book your appointment
Choose the service and we'll message you the list of documents you need.
- Phone
- (407) 910-4738
- (407) 770-3226
- Fax
- (407) 201-3961
- Address
- 135 Buenaventura Blvd, Kissimmee, FL 34743
- Hours
- Mon–Fri 9:00–6:00 (Eastern Time) · Sat by appointment
135 Buenaventura Blvd, Kissimmee, FL 34743
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