Tax Services
Tax Planning & Strategy
Proactive planning through the year, because by the time the return is being prepared, almost every lever has already been pulled.
Tax Services
Individual Tax Preparation
Personal tax returns for business owners, investors and professionals whose situation stopped being simple a while ago.
No FL returnState income tax free
Prior yearReviewed free for new clients
Multi-stateHandled in-house
What is individual tax preparation?
Individual tax preparation is the preparation and filing of your personal federal income tax return, Form 1040, together with any state returns you are required to file. Florida residents file no state personal income tax return, but income earned in other states can still create a filing obligation there. Kingsley Accounting Group prepares individual returns for business owners and investors whose situations involve K-1s, rental property, equity compensation, multi-state income or significant investment activity, and reviews the prior year's return for missed items as part of every new engagement.
Sound familiar?
These are the situations that bring people to this service most often.
You have K-1s, rental income and brokerage activity, and software keeps guessing.
You moved to Florida mid-year and have no idea how to split the year.
You earn in more than one state and are not sure where you owe what.
Your preparer has never once suggested anything you could do differently.
What’s included
Every engagement covers the following as standard. Nothing here is an upsell.
- Federal Form 1040 with all supporting schedules prepared and e-filed
- Non-resident and part-year state returns where income was earned elsewhere
- Schedule E for rental property, including depreciation and passive loss tracking
- Schedule D and Form 8949 for investment activity, including crypto disposals
- K-1 integration from your businesses, partnerships and trusts
- Equity compensation: RSUs, ISOs, NQSOs and the AMT exposure that follows
- Prior-year return review for missed deductions, included free for new clients
- Next-year projection with quarterly estimate amounts and dates
How it works
Secure intake
A tailored document request and a secure portal. We tell you what we still need in one message, not seven.
Prepare and question
We prepare the return and come back with real questions. Every return is reviewed before it reaches you.
Review and file
We walk through the outcome, what drove it, and what you could change next year. Then we e-file.
What you receive
Complete return package
Federal and state returns, e-file confirmations, and a summary page in plain English.
Prior-year findings
Anything the previous return missed, with the amount at stake.
Estimate schedule
What to pay, and when, for the coming year.
Frequently asked questions
No. Florida does not impose a personal income tax, so there is no state individual return to file. You still file a federal Form 1040, and you may owe returns in other states where you earned income or maintained residency during the year.
You will generally file a part-year resident return in the state you left, covering income earned while you lived there, and no Florida return. Establishing Florida domicile properly matters because some states scrutinize departures closely, so keep evidence of the move and talk to us before, not after.
Form 1040 for the 2025 tax year is due April 15, 2026, extendable to October 15, 2026. Quarterly estimated payments for 2026 are due April 15, June 15, September 15, 2026 and January 15, 2027. An extension postpones filing, not payment.
Straightforward owner returns typically run $450 to $950. Returns with multiple K-1s, rental properties, equity compensation or several state filings run higher. You get a fixed quote after we see the prior year, before any work begins.
Related services
Often needed alongside this.
Tax Services
Self-Employed & 1099 Tax
Tax work built for people who invoice rather than get paid: quarterly estimates, real deductions, and no April surprises.
Tax Services
Business Tax Preparation
Federal and Florida business returns prepared accurately, filed on time, and explained in language you can act on.
Ready to talk about individual tax preparation?
Book a free 20-minute consultation. No pitch, no obligation: just a straight answer about whether we can help and what it would cost.