Ben Ortiz CPA

Ben Ortiz CPA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ben Ortiz CPA, Tax preparation service, Lakeland, FL.

Bookkeeping & Tax Preparation Firm providing realtors & artists with financial insight + peace of mind.
📍Serving Lakeland, FL & beyond
📲Leave a message: 863-531-8007

Planning business travel this Summer? Make the most of your deductions!✈️☀️👉But keep in mind these qualifications from t...
05/03/2024

Planning business travel this Summer? Make the most of your deductions!✈️☀️

👉But keep in mind these qualifications from the IRS:

Business travel expenses are essential costs incurred while traveling away from your tax home for work purposes. They include necessary expenses but not those deemed lavish, extravagant, or personal. Travel qualifies if it involves overnight stays beyond regular work hours, requiring rest or sleep to fulfill work obligations.

Have questions about deductions? Reach out today 📲 863-531-8007

Business owners, consider forming an S-Corporation for the following tax advantages:✅ Salary and Distributions: Split yo...
05/01/2024

Business owners, consider forming an S-Corporation for the following tax advantages:

✅ Salary and Distributions: Split your income into a "reasonable salary" and distributions. Only salary is subject to self-employment taxes, potentially reducing your tax burden.

✅ Employer Contributions: Enjoy the flexibility to make both employer and employee contributions to retirement accounts, offering tax deductions and potential savings.

✅ Pass-Through Advantage: S-Corps pass profits to owners' personal tax returns as a pass-through entity. With proper structuring, you can minimize self-employment taxes on distributions.

✅ F**A Tax Savings: Unlike other business structures, S-Corp owners can reduce self-employment taxes by structuring compensation effectively.

✅ Flexibility: With an S-Corp, you have more flexibility in income reporting, allowing you to optimize tax strategies while remaining compliant.

Wondering if an S-Corp is best for your business? Let's talk about it 📲 863-531-8007

Your spring cleaning bookkeeping checklist👇✔️ Organize your receipts✔️ Reconcile bank & credit card accounts ✔️ Backup y...
04/26/2024

Your spring cleaning bookkeeping checklist👇

✔️ Organize your receipts
✔️ Reconcile bank & credit card accounts
✔️ Backup your data
✔️ Revisit your budget and financial goals
✔️ Reevaluate your business expenses
✔️ Consider outsourcing your bookkeeping!

Don't sweep your bookkeeping under the rug. Take the time to get organized now!

Did you need this reminder?

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Choosing the retirement plan that is best for you is an essential part of your tax strategy and financial plan. ✅Save th...
04/24/2024

Choosing the retirement plan that is best for you is an essential part of your tax strategy and financial plan.

✅Save this post for later!

Which retirement account are you investing in?👇

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Calling all Real Estate Investors! Don't miss these 5 Essential Tax-Saving Strategies!👏With a customized tax strategy, y...
04/19/2024

Calling all Real Estate Investors! Don't miss these 5 Essential Tax-Saving Strategies!👏

With a customized tax strategy, you can save big on taxes while growing your real estate portfolio.

👉What's your favorite tax strategy?

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Think tax season is over? Think again! 🗓While the deadlines have passed, it's the perfect time to kickstart your tax str...
04/17/2024

Think tax season is over? Think again! 🗓While the deadlines have passed, it's the perfect time to kickstart your tax strategy for the year ahead.

✅ Beginning tax strategizing now offers more time for planning, a proactive approach to managing finances, and the opportunity to adjust financial activities throughout the year for better tax optimization.

👉 Don't wait until next year – start now for peace of mind in your finances (and taxes)!

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Whether you're breathing a sigh of relief or feeling the pressure, I hope tax season treated you well. If you've wrapped...
04/15/2024

Whether you're breathing a sigh of relief or feeling the pressure, I hope tax season treated you well.

If you've wrapped up your taxes, take a moment to relax – you've earned it!🙌

If this year's tax journey didn't go as planned, now's the perfect time to start strategizing for the future.

✅Stay tuned for tax strategies and tips to give you peace of mind.

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Address

Lakeland, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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