Tax Services · Sebastian, FL

Tax Services in Sebastian, Florida

Sebastian is the largest city in Indian River County, home to retirees, commuters and owners of fishing, marine and service businesses. Brian Jorgensen, an IRS Enrolled Agent since 2015, files their returns, answers IRS letters and plans ahead so April holds fewer surprises.

Sebastian at a Glance

County
Indian River County
From Vero Beach
About 15 miles north of Vero Beach
Sales tax
7% (6% state + 1% county surtax)
Local economy
Fishing, marine trades and visitors drawn to the Indian River Lagoon and Sebastian Inlet
Brian Jorgensen, owner of BDJ Financials

Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Sebastian.

Why It Matters in Sebastian

Tax help for Sebastian, from the river to the inlet

Sebastian sits where the St. Sebastian River meets the Indian River Lagoon, about 15 miles north of Vero Beach. Fishing built the town in the 1880s, and commercial fish houses still work the waterfront on Indian River Drive. Pelican Island, the first National Wildlife Refuge in the country, lies in the lagoon nearby, and Sebastian Inlet and Mel Fisher’s Treasure Museum bring visitors through town. The city also runs Sebastian Municipal Airport.

Florida has no personal income tax, so most Sebastian residents file a federal return only. That makes the federal return the one that matters. If you earn money from charters, guiding, a home business or a rental, Schedule C and estimated payments are where mistakes tend to happen. Brian prepares the return, explains it in plain terms and handles any IRS notice that follows.

Federal returns done right

Florida has no state 1040, so Brian puts his attention on the federal return and every schedule behind it.

IRS letters handled

As an Enrolled Agent, Brian can speak to the IRS for you on any tax matter.

What You Get

What tax services cover for Sebastian clients

01

Individual returns

1040s with Schedule C, rental income and prior-year returns, filed by an Enrolled Agent.

02

Business returns

Partnership and S-corp returns for Sebastian LLCs and small companies, including multi-state filings.

03

Tax resolution

Unfiled years, IRS notices and balances you can’t pay, with Brian dealing with the IRS directly.

04

Tax planning

Quarterly estimates, entity structure and year-end projections done before December 31.

How It Works

Working With Brian From Sebastian

Secure Upload

Statements, receipts and tax forms are uploaded securely. If you would rather drop them off in Vero Beach, that works too.

Phone and Email

You reach Brian by phone or email from Sebastian, Monday through Friday, 9 to 5 Eastern, all year.

One Person, Whole Picture

Brian handles your books, payroll and return himself, so nothing gets lost between vendors.

FAQs

Frequently Asked Questions

Questions Sebastian residents and business owners ask about tax services.

Do I have to come to Vero Beach for my tax return?
No. Most clients work with Brian by phone, email and secure upload. Sebastian is about 15 miles north, so if you would rather hand over paper, you can also drop documents off in Vero Beach.
How much does tax preparation cost?
It depends on what you need. The first call is free, and Brian quotes the work before anything starts.
Do I need to file a Florida state income tax return?
No. Florida has no personal income tax, so Sebastian residents file a federal return only. A business set up as a C corporation may owe Florida corporate income tax, which is a separate filing.
I run a fishing charter on the side. Do I need to make estimated payments?
Often, yes. If the charter shows a profit and no tax is withheld from that income, quarterly estimates usually apply. Brian works them out so the balance is not a shock in April.
I have several years of unfiled returns. Can you help?
Yes. Brian works on unfiled years and IRS notices for clients across Indian River County. He starts with what the IRS has on record, prepares the missing returns and talks to the IRS for you.