Tax Services · Jensen Beach, FL

Tax Services in Jensen Beach, Florida

Brian Jorgensen is an IRS Enrolled Agent who prepares returns and handles IRS problems for people and businesses in Jensen Beach, about 30 miles south of his Vero Beach base. You work with him by phone, email and secure upload, and the first call is free.

Jensen Beach at a Glance

County
Martin County (unincorporated community, no city government)
From Vero Beach
About 30 miles south of Vero Beach
Sales tax
6.5% (6% state + 0.5% Martin County surtax)
Local economy
Retail, tourism and small service businesses on the Indian River Lagoon
Brian Jorgensen, owner of BDJ Financials

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

Why It Matters in Jensen Beach

Tax help for an unincorporated Martin County community

Jensen Beach is an unincorporated community in Martin County, so there is no city hall here. Martin County government in Stuart handles local business matters. The community sits in the county’s northeast corner, between the Indian River Lagoon and Hutchinson Island. It began as a pineapple growing town in the 1880s, and the Jensen Beach Pineapple Festival still honors that history. Today it is mostly homes, shops and small service businesses.

Florida has no personal income tax, so most Jensen Beach residents file a federal return only. That makes the federal side worth getting right. Brian handles 1040s, Schedule C income for local contractors and shop owners, and prior years that never got filed. If an IRS notice shows up, he can answer it for you as an Enrolled Agent.

Federal returns only

Florida has no state income tax, so your individual filing is a federal return.

Direct IRS help

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

What You Get

Tax work Brian handles for Jensen Beach clients

01

Individual returns

1040s with Schedule C income, prior-year returns and multi-state filings.

02

Business returns

Partnership, S-corp and sole proprietor returns prepared by an Enrolled Agent.

03

Tax resolution

Unfiled returns, IRS notices and balances you cannot pay right away.

04

Tax planning

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

How It Works

Working With Brian From Jensen Beach

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 Jensen Beach, 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 Jensen Beach residents and business owners ask about tax services.

Do I have to come to Vero Beach?
No. Most clients work with Brian by phone, email and secure upload. Jensen Beach is about 30 miles south, so most clients there never make the drive. If you are passing through, you can also drop documents off in Vero Beach.
How much does it cost?
It depends on what you need. The first call is free, and Brian quotes the work before anything starts.
Do I file a Florida income tax return?
No. Florida has no personal income tax, so Jensen Beach residents file a federal return only. Businesses set up as C corporations are the main exception, since they can owe Florida corporate income tax.
I have years of unfiled returns. Can you help?
Yes. Brian works on unfiled years regularly. He prepares the missing returns and deals with the IRS directly on your behalf, so you are not handling it alone.
When should I start tax planning?
Before December 31. Year-end projections and quarterly estimates only help if they happen before the year closes, so fall is a good time to call.