HOURS OF OPERATION:

MONDAY - FRIDAY 9AM - 5PM

SATURDAY - CLOSED

SUNDAY - CLOSED

ABOUT US

Gulfside Tax offers virtual tax and other accounting services throughout the U.S to primarily service-based businesses & individuals. We are based out of Southwest Florida and have been providing accounting services such as tax prep & filing and bookkeeping since 2018.

Our mission is to provide high-quality, personalized services to help clients navigate the complex world of taxes while also maximizing their tax savings.

Needing tax, bookkeeping, or other accounting services? We are still accepting new clients and would love to see if we are the right fit for you.

Please select the Work With Us button below to be directed to our Client Intake Form.

Thank you!

Work With Us

OUR SERVICES

TAX PREPARATION &
FILING

Simple. Thorough. Stress-Free.

Working with us means you get more than a tax return—you get a partner who understands your business, your goals, and the importance of accurate, compliant filings. We take the time to ensure your books are clean, your deductions are maximized, and your return is prepared with strategy, not guesswork.

We do not currently prepare/file New York, California, Oregon, or Maryland state tax returns.

View Services

BOOKKEEPING
(QUARTERLY / MONTHLY)

Clean, Accurate, and Up-to-Date Books

Working with us means your books are handled with care, precision, and consistency—so you can focus on running your business, not untangling numbers. We specialize in helping small businesses stay compliant, profitable, and confident in their financial decisions.

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PAYROLL

Setting up and processing payroll can quickly turn into a costly, complicated, and time-consuming task if you are not working with a payroll expert.

Outsource your payroll to ensure that employees/contractors are paid accurately and on time. We provide assisted payroll services customized for you via QuickBooks Online.

BUSINESS CONSULTING & OTHER
SERVICES

Business consulting services can be a valuable investment for companies looking to improve their operations and achieve long-term success.

Are you a new business owner or thinking about starting a business? Be sure to go over your business plan with a tax professional who will advise you which business structure and accounting method is best.

View Services

RESOURCES

CHECK
REFUND STATUS

Click the "Where's My Refund?" link below to check the status of your tax refund with the IRS.

Where's My Refund?

IRS TAX WITHHOLDING ESTIMATOR

Click "Tax Estimator" link below to estimate federal income taxes needing to be withheld from your paychecks.

Tax Estimator

IRS ACCOUNT

To view your tax balances and payment history, make tax payments, access transcripts, manage payment plans, and update your personal info, click the link below to log in.

Jocelyn

Leave A Review

CLIENT REVIEWS

Jessica has been a true god-send to me. As an independent contractor I had no idea the intricacies of filing my taxes and just how important it was to have a knowledgable accountant. I used to self file online and I quickly learned I was not doing myself any favors. Jessica helped me get all of my tax docs in order and gave me really helpful and much needed guidance on what I should be doing to benefit myself and my business. I had a million and 2 questions and Jessica answered every single one in detail every time. I recommend her to everyone I know and I am recommending her to who ever is reading this right now!

FREQUENTLY ASKED QUESTIONS

You Asked, We Answered

WHAT TYPES OF BUSINESSES DO WE WORK WITH?

We primarily serve service-based small businesses — businesses whose revenue comes mainly from providing professional, creative, or skilled services rather than selling physical products. Such as: > Contractors & home service businesses > Real estate agents & brokers > Beauty & wellness professionals > Medical & wellness practices > Consultants & coaches > Marketing & creative professionals > Legal & financial professionals > Cleaning & property service companies > Automotive service businesses > Pet care professionals > Doula & birth professionals > Event & wedding professionals > Online business managers and virtual assistants > Therapists and counselors > Other professional and service-based businesses

WHAT TYPES OF BUSINESSES DO WE NOT CURRENTLY OFFER OUR SERVICES TO?

Please note: We specialize in service-based businesses and currently do not provide services to businesses whose primary revenue comes from the sale of physical products or that maintain significant inventory. Such as: > Retail stores & boutiques > E-commerce businesses > Amazon, Shopify & Etsy product sellers > Wholesalers & distributors > Product manufacturers > Consumer product brands > Subscription box businesses > Inventory-based food & beverage businesses > Other businesses primarily focused on the sale of physical goods > Farms > Non-profits

WHEN SHOULD I HIRE A TAX PROFESSIONAL?

Taxes affect most areas of your life and tax laws change all the time. There are several situations when it makes financial sense to consult a tax pro.
> Wanting to work with a tax professional to pay as little tax as legally possible
> Investment income
> Business income
> Rental income
> Planning to retire soon
> Getting married or divorced
> Having a child

WHEN SHOULD I HIRE A BOOKKEEPER?

Ideally, you'd hire them soon after starting your business before the process of data collection and analysis becomes overwhelming and so that you can focus on what you do best and enjoy in your business. Otherwise you could end up with several months' worth of bank/credit card statements, receipts and invoices to be processed and not know where you financially stand on a monthly/quarterly basis.

Click the More FAQ button below for more frequently asked questions regarding topics such as estimated tax payments, IRS payment plans, etc.

More FAQ

Celebrated hitting 100 members with my @ewomennetwork girlies yesterday 😊💕

We're growing quick! I joined to meet other women in business and ended up finding such a fun, supportive group of friends too. Love seeing new faces every month and watching this community continue to grow 🥰

My tribe ❤️

If you're interested in joining come with me to one of our monthly network events!

Public speaking is way out of my comfort zone but I know growth happens where comfort ends. 🌱📈

Keep showing up. Someone in the room needs what you have to offer. ✨️

Thank you @greaterfortmyerschamber for putting on such a lovely networking event at @backyardsocialfl this evening.

Thinking about putting your kids on payroll?

Your business structure can have a big impact on the tax rules that apply. A strategy that works for a sole proprietor may not work the same way for an S corporation.

Before making payroll decisions, make sure you understand the rules.

Book a consultation call with us.

We'll review your specific situation and help you choose the most tax-efficient strategy for your business and family.

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#smallbusinesslove #taxtips #taxplanning

* FL Residents *

Now is the time to buy back to school items!

Florida's back to school sales tax holiday runs July 20 through August 20.

During this period, no state or local sales tax will be collected on
🌴 Clothing
🌴 Footwear
🌴 Certain accessories priced at $100 or less per item
🌴 Certain school supplies priced at $50 or less per item
🌴 Learning aids and jigsaw puzzles $30 or less
🌴 Personal computers $1,500 or less

Good bookkeeping isn't just about taxes.

It's about understanding your business.

When your books are accurate, you know:
• What's profitable
• What's costing you money
• If you're actually growing

Ready to get your books back on track?

Schedule a free call with us by going to our website:

Www.gulfsidetax.com

Lunch with my fellow beautiful ladies of @ewomennetwork ❤️ Also tagging a few others I've connected with at other EWN events.

Today's speaker was Mindy DiPietro with the @milliondollarbrandaccelerator which was beyond inspiring.

Us accountants tend to be pretty introverted but I've been really trying to put myself and my business out there more and connect more with my community in various ways.

Grateful 🙏

"I'm pretty sure I made money last year..." 😅

If that's your bookkeeping strategy, we should talk.

Your bookkeeping shouldn't be a surprise party every tax season.

Know your numbers.
Understand your profit.
Make better business decisions.

We'll handle the bookkeeping so you can focus on running your business. 🌴📊

www.gulfsidetax.com
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#bookkeeping #smallbusinessowner #businesstip #taxseason #floridabusiness

It depends...

The best write-offs are the ones that save you money AND survive an audit.

#tax #smallbusinessowners #businessowner #womeninbusiness #floridalife

Everyone's favorite time of year is almost here 😅

How lovely that these deadlines all fall on the same day...

We are prioritizing filing extensions for 2025 tax returns for all clients who we're still working on and for those we're waiting on documents from.

Have a beautiful rest of your weekend!

✨ Pro tip: Business returns should always be filed first so your personal return is accurate and complete.

If you’re a business owner, now’s the time to wrap up bookkeeping, finalize numbers, and get ahead of the rush.

We’ve got you covered 🤍

Go to our website or link in bio to work with us!

There's still time! ⏰️

Lower your tax bill by doing these 3 things before Dec 31 -

1️⃣ Make smart, last minute purchases for your business (equipment, vehicle, etc)

If it’s a legitimate business expense, buy it before year-end. Think equipment, software, supplies, education, or even prepaying certain expenses. If it’s purchased and placed in service by Dec 31, it can usually be deducted this year.

2️⃣ Contribute to your retirement account

Contributing to a Solo 401(k), SEP-IRA, or Traditional IRA can significantly reduce your taxable income. Even partial contributions help.

3️⃣ Check your numbers now & tax plan

Knowing your numbers before year-end gives you options—like timing income, paying bonuses, adjusting owner payroll (for S-corps), or making estimated tax payments to avoid surprises.

❗️Reminder: Write-offs still costs money. Only spend if it truly helps your business.

Your structure shapes your success ✨️

Your business structure isn't just paperwork -- its power. Your foundation for tax savings, legal protection, and growth.

If it's not saving you taxes or protecting your profits, it's time for a change.

Book your Entity Review Session with us and structure strategically.

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#taxstrategy #businessowners #tax #strategy

🚨 2026 IRS inflation-adjusted updates = higher tax bracket cut-offs, bigger tax deductions

➡️ Same tax rates (10%–37%)
➡️ Higher income limits before you move up a bracket
➡️ Higher standard deduction

Helping you keep more of your income taxed at lower rates!
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#taxes #tax #businessowners #taxupdate

STOP stressing about payroll. We've got you covered.

Contact Gulfside Tax for payroll assistance!
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#payroll #tax #taxes #businessowners

The Big Beautiful Bill is here... are you ready?

We'll keep you updated!

#taxes #tax #taxsavings

The IRS created Schedule 1-A for the new deductions put into place under the One Big Beautiful Bill

Tips - workers from the service industry may be able to deduct up to $25,000 of reported tips

Overtime pay - up to $12,500 deduction for single filers, up to $15,000 for married filing jointly filers

Car loan interest - property owners who purchase a new car made in the US may be able to deduct up to $10,000 of the loan interest

Pension-related benefits - people older than 65 years old will receive an automatic $6,000 increased deduction

** These are not permanent as of right now. They will be available until 2028 unless Congress chooses to extend them.

#bigbeautifulbill #taxtips #tax

Last call before Sept 15th! ⏰️

S Corporations & Partnerships — your extended tax returns are due in 2 days.

If you're on extension, it's time to file or risk penalties.

No tax on disaster prep supplies in FL starting next month!

#taxes #hurricane #storms #florida

Time to check in on your numbers if you haven't yet! 📈

✅ Are your books current?

✅ Are you ready for tax planning?

✅ Do you know your profit so far?

If not — we can help. We offer catch-up and monthly bookkeeping services

Please fill out our new client inquiry form using the link in our bio!

#bookkeeping #tax #businessowner

I met my dad for the first time a couple months ago. After 31 years of not knowing each other existed, Ancestry and family brought us together. In one moment, a missing piece of my story became real. So so grateful for this chapter we’ve just begun. Happy Father’s Day, Dad. 💙

Q2 estimated tax payment reminder! Due 6/16!

Easiest way to submit your payment is using the IRS website

www.irs.gov/payments

Need help calculating your payment amount?

Not sure if you're required to submit quarterly tax payments?

Please message us for assistance!

The tax deadline for FL residents has been automatically extended to May 1st

Tax day countdown: 10 days! 🗓️

If you need a little more time, filing an extension is the way to go.

But don't forget to pay what you owe by April 15th. Filing an extension only gives you more time to file it does NOT give you more time to pay your tax balance.

The April 15th tax deadline is fast approaching!

Need more time? ⏳ Don't panic. Request an extension to have more time to file. Just be sure to request it before the deadline!

Please keep in mind ✴️ Filing an extension gives you more time to file, but not more time to submit your tax payment.

Any tax due is still due by April 15th. Make sure to pay what you owe to avoid penalties.

Make your money work for you! �💰

Maximize your tax savings and keep more in your pocket each year.

The Nanny Tax

Also known as the household employee tax.

If you're paying your nanny/housekeeper/caregiver/cleaning person more than $1,000 a year, you may need to withhold and pay "nanny taxes" based on what you pay them.

If you engage and pay them individually, they use your supplies, and they don't have corporate formalities, then they are your household employee and you as their employer may need to pay Social Security, Medicare, and Unemployment taxes and issue them a W2.

Unemployment tax - If you pay them $1,000 or more in a year, you are required to pay this tax.

Social Security and Medicare tax - If you pay them $2,800 or more in 2025 ($2,700 or more in 2024), you are required to pay this tax.

It doesn't matter if they work for other families also or if you only hired them on a part time, temporary, or casual basis.

A few exceptions exist -
• If they are under the age of 18 or
• Work through a childcare agency
They would not be considered your household employee.

Stay informed to avoid any surprises come tax season!

Another BOI update 📢

FinCEN issued an interim final rule removing the requirement for U.S. companies and U.S. persons to report beneficial ownership information under the Corporate Transparency Act.

Foreign companies are still required to submit theirs.

Save thousands in taxes using this simple strategy!

The Capital Gains Tax Exemption is the fancy tax term for it.

If you have a capital gain from the sale of your main home, you may qualify to exclude up to $250,000 of that gain from your income, or up to $500,000 of that gain if you file a joint return with your spouse.

Before selling, check with your tax accountant to see if you qualify.

You must have owned the home and used it as your primary residence for two out of the last five years (up to the date of closing).

The two years do not have to be consecutive to qualify. As long as you used it as your primary for a total of two out of the last five years, you meet that requirement.

PLEASE NOTE ‼️ You're only allowed to exclude gain on the sale of a home once every two years.

You DON'T qualify if
🚫 You sold a home in the last two years and claimed the capital gains tax exclusion.
🚫 You didn't use the property as your primary residence.

#realestate #realtor #investor #realestateinvesting

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Follow us on Instagram

@gulfsidetax

HOURS OF OPERATION:

MONDAY - FRIDAY 9AM - 5PM

SATURDAY - CLOSED

SUNDAY - CLOSED

ABOUT US

OUR SERVICES

TAX PREPARATION & FILING

BOOKKEEPING (QUARTERLY / MONTHLY)

PAYROLL

BUSINESS CONSULTING & OTHER SERVICES

RESOURCES

CHECK REFUND STATUS

IRS TAX WITHHOLDING ESTIMATOR

IRS ACCOUNT

Jocelyn

CLIENT REVIEWS

FREQUENTLY ASKED QUESTIONS

WHAT TYPES OF BUSINESSES DO WE WORK WITH?

WHAT TYPES OF BUSINESSES DO WE NOT CURRENTLY OFFER OUR SERVICES TO?

WHEN SHOULD I HIRE A TAX PROFESSIONAL?

WHEN SHOULD I HIRE A BOOKKEEPER?

​

Follow us on Instagram

TAX PREPARATION &
FILING

BOOKKEEPING
(QUARTERLY / MONTHLY)

BUSINESS CONSULTING & OTHER
SERVICES

CHECK
REFUND STATUS