Lakeland Tax Accountant for Complex Tax Preparation, IRS Resolution & Business Accounting
Direct, technically strong tax and accounting support for business owners,
individuals with complex filing needs, taxpayers facing IRS problems, and
established companies requiring reliable year-round accounting.
Find the Right Starting Point
What Do You Need Help With?
Explore the area that most closely matches your needs. Brodie Tax & Accounting provides specialized support for complex tax filings, IRS problems, and ongoing business accounting.
I need accurate tax filings
Complex Tax Preparation & Business Returns
For business owners, investors, professionals, estates and trusts, and individuals whose returns involve more than routine reporting.
- S corporation and partnership returns
- Estate and trust income tax returns
- K-1s and pass-through income
- Multi-state and amended filings
I have an IRS problem
IRS Tax Resolution
For taxpayers facing notices, filing problems, penalties, unpaid balances, account errors, or unresolved prior-year matters.
- IRS notices and correspondence
- Unfiled or incorrect returns
- Penalty relief and payment options
- Transcript and account review
I need reliable financial records
Bookkeeping & Business Accounting
For established businesses needing organized books, accurate reporting, tax-ready records, and continuing accounting support.
- Monthly bookkeeping
- Reconciliations and financial reporting
- Catch-up work and historical cleanup
- Year-round tax coordination
More Than Form Preparation
Tax and Accounting Decisions Are Connected
A tax return, an IRS notice, and a company’s bookkeeping often reflect different parts of the same underlying financial situation.
Inaccurate records can create incorrect returns. Incorrect returns can produce IRS notices, penalties, or unexpected balances. Addressing only one isolated part of the problem may leave the underlying issue unresolved.
Brodie Tax & Accounting takes a broader approach by reviewing the relevant records, entities, tax years, filings, deadlines, and account history before recommending the next step.
Work is evaluated according to the supporting records and applicable tax treatment.
Complicated issues are explained in direct, practical terms.
Engagement terms and expected fees are established before work begins.
Necessary filings, responses, monitoring, and next steps are clearly identified.
Direct Founder Access
Work Directly With Robert Brodie, MAcc
Brodie Tax & Accounting combines advanced accounting education, technical tax knowledge, and responsive personal service.
Robert earned a Bachelor of Science in Accounting and a Master of Accountancy from Florida Southern College. His work focuses on complex individual and business tax filings, IRS problem resolution, bookkeeping, cleanup projects, and the tax issues affecting closely held businesses.
Clients work directly with Robert rather than being passed through a high-volume preparation process. That direct relationship allows the firm to understand the full situation and provide support that remains consistent from the initial review through completion.
A Clear Professional Process
Know What Happens Next
Every engagement begins with understanding the problem and defining the work before professional services begin.
Send a Consultation Request
Use the short form below to describe the tax, IRS, or accounting issue and any relevant deadlines.
Initial Review
The relevant facts, records, tax years, entities, and likely scope of work are evaluated.
Receive Clear Engagement Terms
The recommended service, responsibilities, process, and applicable fee structure are communicated before work begins.
Move the Matter Forward
Work proceeds according to the agreed scope, with clear updates and defined next steps.
Based in Lakeland, Serving Clients Remotely
Professional Support Without the Volume-Firm Experience
Brodie Tax & Accounting is based in Lakeland, Florida and serves clients locally and remotely. Secure document exchange, electronic signatures, virtual meetings, and year-round communication allow the firm to support clients efficiently while maintaining direct personal service.
The firm works with business owners, investors, professionals, estates and trusts, taxpayers facing IRS problems, and established businesses requiring reliable accounting support.
Request a ConsultationTake the Next Step
Tell Us What You Need Help With
Complete the short consultation form and briefly describe your situation. Brodie Tax & Accounting will review your information and contact you as soon as possible, typically within one business day.
Request a Consultation
Briefly describe your situation. We’ll review it and determine the most appropriate next step.
Please do not include Social Security numbers, bank information, or other sensitive documents in this initial request.