Tax Planning & Preparation in Jacksonville, FL | Brock CPA

Smarter Tax Strategy for Businesses & Individuals

At Brock CPA, we know taxes aren’t just about compliance; they’re about strategy. Our experienced Jacksonville tax advisors help individuals and businesses across Northeast Florida, including Ponte Vedra, St. Augustine, Orange Park, and Amelia Island, reduce tax burdens, maximize savings, and plan confidently for the future.

We stay on top of complex and ever-changing tax laws, so you don’t have to. Whether you need help with your personal return, your company’s compliance, or a long-term tax strategy, our proactive approach ensures you’re not just filing for this year but preparing for growth in the years ahead.

Fact:

According to the IRS, U.S. taxpayers collectively overpay billions each year due to missed deductions and poor planning. With the right strategy, you can avoid becoming part of that statistic.

See How We Make Tax Planning & Prep Simple and Effective

Ready to plan smarter for tax season?
Schedule your consultation with Brock CPA today!

Our Core Tax Services:

Tax Planning & Strategy:

• Strategic Tax Planning for Businesses & Individuals – Build long-term strategies that reduce liabilities and free up cash flow.
• International Tax Planning – Stay compliant and efficient as your business expands globally from Jacksonville.
• Tax Credits & Incentives Analysis – Capture valuable savings opportunities often overlooked by individuals and small businesses.
• Cost Segregation Studies & Depreciation Strategies – Especially beneficial for real estate and construction firms in Northeast Florida, helping accelerate deductions.
• Amended Returns & Refund Claims – Correct past mistakes and recover money you may be owed.

Tax Preparation, Filing & Compliance:

• Business & Individual Tax Prep & Filing – Accurate, on-time returns tailored to your unique situation.
• Federal Income Tax Returns – Navigate complex federal tax codes with confidence.
• State & Local Tax Filing – Ensure compliance with Florida state and municipal requirements, including multi-jurisdictional businesses.
• Tangible Personal Property Tax Returns – Stay compliant with local reporting requirements in Jacksonville and surrounding counties.

Tax Resolution Services:

• IRS & State Tax Representation – Protect your interests with seasoned representation in front of tax authorities.
• Audit Support & Problem Resolution – Get peace of mind knowing you have experts on your side.
• Expert Guidance Through Complex Tax Laws – From payroll tax issues to penalties, we help untangle complicated tax challenges.

Why Jacksonville & Northeast Florida Businesses & Families Choose Brock CPA

Local Expertise, National Insight – With decades of CPA experience, we serve clients across Jacksonville, Ponte Vedra, St. Augustine, and the entire Northeast Florida region, while staying on top of federal and international tax developments.

Personalized Strategies – No two businesses or families are alike. We tailor our tax planning and preparation to your financial goals, whether you’re a growing small business, a real estate investor, or a busy family.

Proactive, Not Reactive – We don’t just file your returns; we look ahead to minimize next year’s liabilities and help you prepare for long-term success.

Trusted by Businesses & Families – From startups and professionals to established companies across Florida, we’ve built lasting relationships grounded in accuracy, ethics, and results.

What Our Clients Say

Ready to Plan Smarter for Tax Season?

Don’t leave your tax strategy to chance. Join the many Jacksonville businesses and families who rely on Brock CPA for expert guidance, proactive planning, and peace of mind.

Frequently Asked Questions

Tax preparation ensures your returns are accurate and compliant. Tax planning is proactive—helping you legally reduce liabilities and plan for future savings.

The earlier the better. Waiting until tax season means missed opportunities. We recommend year-round tax planning.

Yes. We serve individuals, small businesses, corporations, and partnerships throughout Jacksonville and Northeast Florida.

Our tax resolution services include representation before the IRS and state tax authorities. We’ll help protect your interests and resolve issues efficiently.

Absolutely. Many of our clients are local entrepreneurs and small business owners. We help new businesses establish smart tax strategies from the beginning—avoiding costly mistakes as they grow.

Yes. We work with real estate investors, developers, and property owners throughout Northeast Florida. From cost segregation studies to tangible personal property tax returns, we help maximize tax efficiency in real estate transactions.

Ready to take control of your taxes?

Whether you’re an individual looking to maximize deductions or a Jacksonville business aiming to reduce liabilities and plan for growth, Brock CPA is here to help. Contact our team today to schedule your initial consultation and see why families and businesses across Northeast Florida trust us for smarter tax planning and preparation.