Tax Services · Palm Bay, FL

Tax Services in Palm Bay, Florida

Brian Jorgensen prepares returns and resolves IRS problems for Palm Bay residents and business owners, from engineers with W-2 income to owners of growing local companies. He is an IRS Enrolled Agent based in Vero Beach, about 30 miles south, and works with Palm Bay clients by phone, email and secure upload.

Palm Bay at a Glance

County
Brevard County
From Vero Beach
About 30 miles north of Vero Beach
Sales tax
7% (6% state + 1% Brevard County surtax)
Local economy
Engineering, defense contracting and healthcare
Brian Jorgensen, owner of BDJ Financials

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

Why It Matters in Palm Bay

Tax help in Brevard County’s largest city

Palm Bay is the most populous city in Brevard County and the largest by land area, with about 86 square miles of land. It was incorporated in 1960 around the Port Malabar development. The older part of town sits near Turkey Creek and the Indian River Lagoon, while newer neighborhoods spread west of I-95. Interchanges at Palm Bay Road, Malabar Road and St. Johns Heritage Parkway tie it together.

Many Palm Bay households earn W-2 wages from engineering and defense employers, and plenty also have side income or a small business. With no Florida income tax, the federal return is the one that counts. Brian prepares those returns, sets up quarterly estimates for self-employed income, and handles IRS notices directly when something goes wrong.

W-2 plus side income

Returns that combine wages with Schedule C or partnership income.

One EA, start to finish

Brian prepares the return and answers the IRS if questions come later.

What You Get

Tax services for Palm Bay households and businesses

01

Personal returns

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

02

Business filings

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

03

IRS problems

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

04

Planning ahead

Quarterly estimates, entity choices and year-end projections.

How It Works

Working With Brian From Palm Bay

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 Palm Bay, 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 Palm Bay residents and business owners ask about tax services.

Do I need to meet in person?
No. Most clients work with Brian by phone, email and secure upload. Palm Bay is about 30 miles north of Vero Beach, and most clients there never need to make the trip. Dropping documents off in Vero Beach works too.
How much does it cost?
It depends on what you need. The first call is free, and Brian quotes the work before anything starts.
Does Florida tax my wages?
No. Florida has no personal income tax, so Palm Bay residents file a federal return only. Your W-2 will show federal withholding but no state income tax withholding.
I got an IRS notice. What should I do?
Do not ignore it. Send Brian a copy. As an Enrolled Agent, he can contact the IRS for you, explain what the notice means and work out the next step.
I started a side business. Do I need quarterly estimates?
Usually, yes, if withholding from your job will not cover the extra tax. Brian can project your year and set estimates so April is not a surprise.