Brodie Tax & Accounting
Tax and Accounting Services in Lakeland FL
Specialized support for complex tax filings, unresolved IRS matters, and businesses that need reliable year-round accounting. Choose the situation that best describes what you need.
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What Do You Need Help With?
Select the option that most closely matches your current situation. Each service page explains the work available, who it is designed for, and what to expect before an engagement begins.
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 tax reporting.
- An S corporation or partnership return
- An estate or trust income tax return
- A return involving K-1s or pass-through income
- Multi-state, rental, investment, or business reporting
- An amended or prior-year tax return
- Coordination between business and personal filings
I have an IRS problem
IRS Tax Resolution
For taxpayers dealing with IRS notices, filing problems, penalties, unpaid balances, account errors, or unresolved prior-year matters.
- An IRS notice or collection letter
- A request for missing information or signatures
- Penalties that may qualify for relief
- A balance you cannot immediately pay in full
- Problems caused by an incorrect prior filing
- Questions about what the IRS account actually shows
I need reliable financial records
Bookkeeping & Business Accounting
For established businesses that need organized books, accurate reporting, tax-ready records, and ongoing accounting support.
- Monthly bookkeeping and transaction review
- Bank and credit-card reconciliations
- Catch-up bookkeeping or historical cleanup
- Financial statements and clearer reporting
- Coordination between bookkeeping and tax filings
- Year-round support instead of annual cleanup
Focused Professional Support
The Right Service Depends on the Underlying Problem
A complex tax filing, an IRS account problem, and an ongoing bookkeeping engagement require different information, processes, and professional work. Separating these services helps clients identify the right starting point and receive support designed around the actual issue.
Brodie Tax & Accounting works with individuals, business owners, investors, professionals, partnerships, S corporations, estates and trusts, and established companies requiring accurate tax and accounting support.
Engagements are scoped according to the records, tax years, entities, deadlines, transaction volume, and complexity involved. Before work begins, clients receive clear engagement terms describing the expected service and applicable fee structure.
What Happens Next
A Clear Engagement Process
Describe Your Situation
Provide a short overview of the tax, IRS, or accounting matter requiring assistance.
Initial Review
The relevant facts, records, deadlines, and likely scope of work are evaluated.
Receive Next Steps
The recommended service, engagement terms, and applicable fee structure are explained before work begins.
Not Sure Where You Fit?
Start With a Brief Description of the Problem
Some matters overlap. An IRS resolution engagement may require amended returns, while a complex business return may reveal bookkeeping issues. Submit a brief overview and Brodie Tax & Accounting will help identify the appropriate starting point.
Federal Tax Information
General federal tax forms, publications, and account resources are also available through the Internal Revenue Service . General online information is not a substitute for advice based on your specific facts and circumstances.