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One CPA team for your plan, your books and your returns.
Tax Planning and Tax Preparation in Lake Mary, Florida
Taxes Saved does remote tax planning for retirees and high earners in Lake Mary, across Florida and in all 50 states. We build written multi-year tax plans for Roth conversions, required minimum distributions (RMDs) and Medicare IRMAA, put them in place, and our CPA team prepares the tax returns and books that carry them through. Every meeting is by video or phone.
What We Do for Lake Mary Clients
Plan. Our CPA team, with Big Four backgrounds and 10 to 40 years of experience, writes a multi-year tax plan: how much to convert to a Roth each year, which tax bracket and Medicare IRMAA tier to stop at, and how RMDs, Social Security and your heirs fit in.
Implement. We put the plan in place, including the business structures and deduction strategies it calls for.
File. The same team prepares your federal returns and keeps your books, so your plan and your return tell the same story.
Fees
Flat, published fees, per return or per entity. Bookkeeping is $200 a month for each business entity. An individual tax return (single or married filing jointly, no business) is $1,000. A business return for an S corporation, C corporation or other entity is $2,500 per entity.
Fees don't include government filing fees or any taxes, penalties or interest owed, which remain the client's responsibility. Prices effective November 3, 2026. Tax planning is quoted after a free call.
Ready to See Your Numbers?
Run the free Retirement Tax Calculator, or book a free call with our team. All of our planning is remote, by video and phone, for clients in all 50 states.