Tax Services · Fort Pierce, FL

Tax Services in Fort Pierce, Florida

Fort Pierce has hospital staff, boat builders, port businesses and longtime families, and each one files a little differently. Brian Jorgensen, an IRS Enrolled Agent since 2015, prepares returns, sorts out IRS notices and plans ahead for people across the Sunrise City.

Fort Pierce at a Glance

County
St. Lucie County (Fort Pierce is the county seat)
From Vero Beach
About 15 miles south of Vero Beach
Sales tax
7% (6% state + 1% county surtax)
Local economy
Hospital, distribution, boat building and the Port of Fort Pierce
Brian Jorgensen, owner of BDJ Financials

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

Why It Matters in Fort Pierce

Tax help for the county seat of the Treasure Coast

Fort Pierce is the county seat of St. Lucie County, about 15 miles south of Vero Beach on US 1. Its largest employers include HCA Florida Lawnwood Hospital and a Walmart distribution center, and boat builders Pursuit Boats and Maverick Boat Group build here too. The Port of Fort Pierce moves citrus exports, cement and aragonite, and the city is home to Indian River State College and FAU Harbor Branch.

That mix means a lot of different returns on one street: W-2 earners, self-employed trades, small manufacturers and family businesses with partners. Florida has no personal income tax, so most individual work is federal only. Unfiled years and IRS letters are common after a hard stretch, and Brian has handled that work across St. Lucie County for more than ten years.

Returns done right

Individual and business returns, including prior years, filed by an Enrolled Agent.

IRS problems handled

Brian talks to the IRS for you about notices, unfiled years and balances.

What You Get

What Fort Pierce clients get

01

Individual returns

1040s with Schedule C, rental income and prior-year filings for Fort Pierce households.

02

Business returns

Partnership and S-corp returns for local contractors, shops and marine businesses.

03

Tax resolution

Unfiled returns, IRS notices and balances you cannot pay, handled directly with the IRS.

04

Tax planning

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

How It Works

Working With Brian From Fort Pierce

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 Fort Pierce, 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 Fort Pierce 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. Fort Pierce clients usually send documents through the secure portal, and dropping papers off in Vero Beach, about 15 miles up US 1, also works.
How much do tax services 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 income tax return?
No. Florida has no personal income tax, so Fort Pierce residents file a federal return only. Businesses set up as C corporations are the main exception, since they may owe Florida corporate income tax.
I have several years of returns I never filed. Can Brian help?
Yes. Brian rebuilds the missing years from your records and IRS transcripts, files them, and then works with the IRS on any balance. He walks you through the options before anything is filed.
Can Brian help my S-corp plan for taxes before year end?
Yes. Brian runs a year-end projection, checks owner pay and estimated payments, and talks through moves to make before December 31 while there is still time to act.