Naples Tax Help — Naples/SWFL

The Naples Desk handles returns for the retirees from Marco Island to Bonita Springs, the real-estate and hospitality professionals, the seasonal residents, and the families across the 239 — trust and estate filings, 1031 exchanges, RMDs and pension income, part-year residency, and the back-tax and IRS-letter work that follows when any of it gets reported wrong. One national firm organized as regional desks across Florida, with our Sarasota desk up the Gulf Coast. 100% virtual by design — no driving, no waiting room. Start a conversation below.

Frequently asked in Naples

Do I need a tax preparer near me in Naples, or can I work with you remotely?

You can work with us entirely remotely, and most of our clients do. THE TAX CUTTERY is 100% virtual by design — secure document sharing, no driving, no waiting room. The Naples Desk has a real (239) number, backed by a national virtual practice.

I sold a property and want to do a 1031 exchange. Can you handle that?

We do. A 1031 exchange is a planning move, not just a return — the deadlines are strict, the like-kind rules matter, and the basis carries forward so the deferred gain doesn't disappear, it waits. We coordinate with your qualified intermediary, prepare the return that reports the exchange, and track the replacement property so the deferral holds. Get the timing wrong and the tax comes due; we keep it on the rails.

I got a CP2000 about an investment account. What does that actually mean?

A CP2000 is the IRS computer saying the numbers on your return don't match what was reported — often a 1099-B or 1099-DIV where the cost basis or the income didn't line up. It is not an audit and it is not a bill. In most cases it's a basis or reporting mismatch we resolve with a written response and the right documentation. Don't ignore it; don't lose sleep over it either.

I have a trust and estate returns for the family. Can you handle those?

We do. Trust and estate returns — Form 1041, K-1s to beneficiaries, and the elections that go with them — are core work for the Naples Desk. We prepare the fiduciary return alongside the beneficiaries' personal returns so the income lines up and nothing gets reported twice. It's the kind of coordination generic software can't do.

Is this a real firm?

THE TAX CUTTERY is one national, trademarked firm organized as regional desks. The Naples Desk has a real (239) 351-1040 number, backed by a national virtual practice. No call center. No routing menu. the practitioner assigned to your file knows your situation before responding.