Taxes and Tax Preparation

The world of taxes and tax preparation is always changing and at OneSource, we work hard to stay up to date in every field we represent. We want to make sure we give our clients the highest quality tax service possible, which is why we invest in both hardware and software that can get the job done correctly.

Whether you’re an independent, part of a small business, or part of a large corporation, our experienced Punta Gorda staff members are knowledgeable in all varieties of tax assistance and will make sure that you get the most out of your returns.

Tax Planning

While there’s only one day designated for tax filing, it takes much more than just one day to maximize your financial assets. We can create a tax plan for you or your business that approximates your current tax liability and helps you minimize the amounts you owe. We’re well aware of exemptions, laws, and deductions in Florida and will make sure you’re on the right track for success well in advance.

Tax Preparation


Whether you’re dealing with a 1040, a 1040EZ, or a 1040A, we can evaluate all aspects of your situation and make sure that your necessary form(s) are filed correctly and on time. With today’s advances in technology, many of our clients choose to file their taxes electronically in order to simplify the process and receive their tax refunds quickly, with no extra cost.

Corporate and Partnership

At OneSource, we know that corporate and partnership tax processes are much more complicated than the individual tax process, and our experts are well-educated in forms such as the 1120, 1120A, 1120S, and 1065. We can make sure all of your business expenses are organized and accounted for in order to prepare accurate and timely filings that maximize your returns.

Estate & Gift Taxes

We know that when a family member passes on, all of the legalities that follow (including estate and gift taxes) can be confusing. That’s why we’re here to help you with any tax obligations you may have. We’ll make sure forms such as the 706, 709, or 1041 are filed accurately and in a timely manner.

Nonprofit Organizations

When it comes to businesses, nonprofit organization tax obligations can be quite different from corporations or partnership tax obligations. There are often unique rules that apply to these organizations, and our Punta Gorda and Port Charlotte tax preparation services can makes sure you abide by these rules while still maximizing your return.