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Tax & IRS Services

Proactive Tax Strategy. Accurate Compliance. Experienced IRS Representation.

Jaaxen Tax & Advisory helps individuals and business owners navigate tax obligations with greater clarity and confidence. Our work goes beyond preparing forms. We focus on accurate compliance, proactive planning, identifying legitimate tax-saving opportunities, and helping clients address IRS problems before they become larger issues.

Tax Preparation for Individuals & Businesses

Tax preparation should be accurate, complete, and informed by the bigger financial picture. Jaaxen prepares federal and state returns for individuals and a wide range of business entities while looking beyond the current filing year for planning opportunities and potential issues.

• Individual Form 1040 returns

• Schedule C / self-employed businesses

• Partnership Form 1065 returns

• S Corporation Form 1120-S returns

• C Corporation Form 1120 returns

• Multi-state tax filings

• Prior-year and delinquent returns

• Amended returns

• Business owner and shareholder tax issues

Every return is reviewed with an eye toward compliance, tax efficiency, and future planning opportunities.

Proactive Tax Planning

The best time to plan for taxes is before the return is due. We work with individuals and business owners throughout the year to identify opportunities, model decisions, and reduce unnecessary tax exposure where legally appropriate.

• Business entity and compensation strategy

• Estimated tax planning

• Retirement contribution planning

• Business deduction analysis

• Owner compensation and distribution planning

• Timing of income and expenses

• Capital purchases and depreciation strategy

• Multi-year tax projections

• Tax planning for growing businesses

• Coordination with accounting and CFO services

Tax preparation reports what happened. Tax planning helps influence what happens next.

IRS Representation & Resolution

Receiving a notice from the IRS can be stressful, but taxpayers do not have to handle the process alone. As an IRS Enrolled Agent, Donna Atwater is federally authorized to represent taxpayers before the Internal Revenue Service.

Jaaxen assists clients with IRS matters by reviewing the underlying tax issue, communicating with the IRS when appropriate, explaining available options, and helping develop a practical resolution strategy.

• IRS notices and correspondence

• Balance-due cases

• Installment agreements

• Penalty abatement requests

• Collection matters

• Offers in Compromise where appropriate

• Audit representation

• Unfiled or delinquent tax returns

• Transcript and account research

• Payroll tax issues

• Resolution strategy and IRS communication

Every IRS matter is fact-specific. No particular outcome can be guaranteed, and available resolution options depend on the taxpayer’s circumstances and applicable law.

Business Tax & Entity Advisory

Business tax decisions often affect far more than the annual return. Jaaxen helps owners understand how entity structure, compensation, payroll, accounting, distributions, and growth decisions interact with their tax obligations.

• Entity selection and restructuring analysis

• S Corporation compensation planning

• Partnership and LLC tax considerations

• Shareholder and partner basis issues

• Payroll and owner compensation coordination

• Business startup tax guidance

• Multi-entity tax planning

• Tax-efficient growth planning

• Coordination of bookkeeping and tax reporting

Why Clients Choose Jaaxen

25+ Years of Experience

More than 25 years of tax and accounting experience supporting individuals and businesses.

Enrolled Agent Representation

Federally authorized representation before the IRS.

Proactive Approach

We look beyond compliance to identify planning opportunities and potential problems early.

Year-Round Support

Tax and business questions do not only happen during filing season. We support clients throughout the year.

Serving North Central Florida & Clients Nationwide

Jaaxen Tax & Advisory serves clients throughout North Central Florida, including Gainesville, Ocala, Lake City, Trenton, Newberry, Williston, Chiefland, and surrounding communities, while also providing tax and advisory services to clients nationwide.

Have a tax question, upcoming filing, or IRS issue?

Start with a conversation.