Jorgesen & Associates Inc
Jorgesen & Associates Inc provides tax and accounting services to small business and individuals. Located in Lakeland, FL, we service clients locally and across the country. We pride ourselves in developing a personalized program of services designed for your individual needs. Our services include helping you set up your business, maintaining adequate records, complying with all government regulations, preparation of financial reports and filing of all taxes. We have been serving Polk county since 1990, but have been in the "tax business" for 30 years.
Pat Jorgesen, President, is an Enrolled Agent, licensed by the treasury department to professionally prepare taxes and represent taxpayers before IRS and a current member of the National Association of Enrolled Agents and the Florida Society of Enrolled Agents. She has also been a "QuickBooks ProAdvisor" for the past 15 years.
If you are thinking of a new business venture or have been in business for years we can design a program to keep you in control of your finances and provide the most current financial reports to help you make the best management decisions.
If you are involved in an IRS audit, have not filed prior year taxes or have unpaid taxes, we can help you through the IRS negotiations.
Tax Services
Small Business Tax Preparation. We prepare all tax forms required for your individual business. Some of them are listed below.
All payroll tax returns:
- Quarterly Federal Form 941
- Annual Federal Form 944
- Annual Federal Unemployment Tax Form 940
- Any State Income Tax Withholding Forms needed
- Quarterly Florida State Unemployment Tax Forms
- Annual W-2 forms and 1099 forms
State Sales Tax Reports -
We will assist you in setting up to collect and pay sales tax in your state if required either manually or electronically.
All federal and state income tax forms:
- Corporate Form 1120
- S-Corp Form 1120S
- Partnership Form 1065
- Sole Proprietor Sch C
- All LLC Forms
- Personal Income Tax Services
Jorgesen & Associates can help you to pay the lowest legal tax. We will prepare estimated tax reports so that you will not be blindsided at year end with an unexpected tax bill. If you are experiencing or expecting any major life changes we can calculate what the impact will be on your tax situation. If you are changing your marital status, adding or losing a dependent, retiring, buying or selling property, surviving a disaster, starting a business or changing jobs we can advise you on how that will affect your tax situation.
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