West Palm Beach Tax Help — Palm Beach

The Palm Beach Desk handles returns for the wealth-management and real-estate professionals along the Gold Coast, the retirees from Jupiter to Boca, the seasonal residents who split the year, and the families across the 561 — trust and estate filings, 1031 exchanges, 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 Broward desk to the south. 100% virtual by design — no driving, no waiting room. Start a conversation below.

Frequently asked in West Palm Beach

Do I need a tax preparer near me in West Palm Beach, 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 Palm Beach Desk has a real (561) number, backed by a national virtual practice.

I split the year between Florida and another state. How does residency get handled?

Part-year and dual-residency returns are everyday work for the Palm Beach Desk. The question is which state can claim you as a resident, and that turns on facts — days present, domicile, where you vote and register — not on what you'd prefer. We sort the residency first, then file the returns so the same income isn't taxed twice. Get this wrong and you get a letter from the other state.

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 from a brokerage that didn't match your cost basis or the income you reported. 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 an estate return. 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 Palm Beach 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 that generic software can't do.

Is this a real firm?

THE TAX CUTTERY is one national, trademarked firm organized as regional desks. The Palm Beach Desk has a real (561) 220-1040 number, backed by a national virtual practice. No call center. No routing menu. the practitioner assigned to your file knows your situation before responding.