Beneficial Bookkeeping & Tax LLC

Beneficial Bookkeeping & Tax LLC For your bookkeeping, accounting and tax preparation needs.
(1)

September 16th is the deadline for the 3rd quarter estimated tax payments for 2025.Should I make an estimated tax paymen...
09/08/2025

September 16th is the deadline for the 3rd quarter estimated tax payments for 2025.

Should I make an estimated tax payment?
If you expect to owe at least $1000 in taxes for 2025, then yes, you should.

You can make this estimated payment by going to IRS.gov and selecting "Make a Payment."
There you will find different options to make a payment and to view your account.

June 17th is the deadline for the 2nd quarter estimated tax payments for 2025.Should I make an estimated tax payment?If ...
06/09/2025

June 17th is the deadline for the 2nd quarter estimated tax payments for 2025.

Should I make an estimated tax payment?
If you expect to owe at least $1000 in taxes for 2025, then yes, you should.

You can make this estimated payment by going to IRS.gov and selecting "Make a Payment."
There you will find different options to make a payment and to view your account.

We make dealing with a tax notice easy and stress-free. If you receive a notice, our team will help for free. This is ju...
05/01/2025

We make dealing with a tax notice easy and stress-free. If you receive a notice, our team will help for free. This is just one of the many benefits of working with us to file your 2021 personal tax return. So, file with confidence.

When you file with us, you're not just getting expert tax filing - you're gaining Protection Plus $1 Million Tax Audit D...
04/07/2025

When you file with us, you're not just getting expert tax filing - you're gaining Protection Plus $1 Million Tax Audit Defense™. If you receive a tax notice, simply notify us, and we'll provide up to $1,000,000 in services to reach a resolution.

April 15th is the deadline for the 1st quarter estimated tax payments for 2025.Should I make an estimated tax payment?If...
04/07/2025

April 15th is the deadline for the 1st quarter estimated tax payments for 2025.

Should I make an estimated tax payment?
If you expect to owe at least $1000 in taxes for 2025, then yes, you should.

You can make this estimated payment by going to IRS.gov and selecting "Make a Payment."
There you will find different options to make a payment and to view your account.

Through our exclusive partnership with Protection Plus, we're proud to offer thorough identity theft restoration service...
03/03/2025

Through our exclusive partnership with Protection Plus, we're proud to offer thorough identity theft restoration services to help you recover your identity, no matter how it was compromised. (Even if it's not related to your tax return!) Our team of experts is dedicated to working with you to restore your identity and protect you from future threats.

Did you miss our special?! Don't worry you can still take advantage of our early bird special for your 1040's. Ensure yo...
03/01/2025

Did you miss our special?! Don't worry you can still take advantage of our early bird special for your 1040's. Ensure your paperwork is submitted before the end of Mach to receive a 10% discount. Don't wait until the last minute schedule your appointment now!
https://calendly.com/gail-bbtaxfl
https://calendly.com/alissa-bbtaxfl

Through our partnership with Protection Plus, we guarantee our work for $2,500. If we make a mistake in the preparation ...
02/03/2025

Through our partnership with Protection Plus, we guarantee our work for $2,500. If we make a mistake in the preparation of your 1040 tax return, we will reimburse you up to $2,500 for additional fees, penalties, and interest. Subject to terms and conditions

Take advantage of our early bird special for your 1040's. Ensure your paperwork is submitted before the end of February ...
02/01/2025

Take advantage of our early bird special for your 1040's. Ensure your paperwork is submitted before the end of February to receive a 20% discount. This is a great opportunity to streamline your tax preparation process and save on costs. Don't wait until the last minute schedule your appointment now!
https://calendly.com/gail-bbtaxfl
https://calendly.com/alissa-bbtaxfl

It will be interesting to see how taxes and finances are affected! We will keep a close eye out.
01/14/2025

It will be interesting to see how taxes and finances are affected! We will keep a close eye out.

January 15th is the deadline for the 4th quarter estimated tax payments for 2024.Should I make an estimated tax payment?...
01/13/2025

January 15th is the deadline for the 4th quarter estimated tax payments for 2024.

Should I make an estimated tax payment?
If you expect to owe at least $1000 in taxes for 2024, then yes, you should.

You can make this estimated payment by going to IRS.gov and selecting "Make a Payment."
There you will find different options to make a payment and to view your account.

Hobby or Business? That is always the important question isn't it. What does the IRS say?
01/11/2025

Hobby or Business? That is always the important question isn't it. What does the IRS say?

Hobbies can be a good source of fun and finances. This , the offers a list to help you determine if your activity is a hobby or business for tax purposes.

Visit www.irs.gov/pub535 for a list of questions to help you determine if your hobby qualifies as a business.

Address

17595 S Tamiami Trail Suite 219
Fort Myers, FL
33908

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 1pm - 5pm

Alerts

Be the first to know and let us send you an email when Beneficial Bookkeeping & Tax LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Beneficial Bookkeeping & Tax LLC:

Share

Our Story - About Us

The Founder Gail J Davis is listed on the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications on IRS.gov.

She comes with over 25 years of experience compiling financial statements, preparing various tax forms, and assisting small businesses with payroll, office efficiency, and compliance. All this experience is for your benefit.

Gail has been training Alissa, her daughter, in the background for almost 15 years. Alissa has much experience with many different bookkeeping tasks, and tax prep while working in the background by Gail’s side. Alissa is also recognized as a tax preparer on IRS.gov, and is now working even closer with Gail as they officially start Beneficial Bookkeeping & Tax LLC.

This teams focus is bringing you more personalized service and making sure you have all the tools you need to be most effective.