Tax Services · Stuart, FL

Tax Services in Stuart, Florida

Stuart residents and owners range from boat builders and charter captains to retirees and medical staff. Brian Jorgensen, an IRS Enrolled Agent since 2015, files their federal and business returns, handles IRS notices and unfiled years, and plans ahead so year-end decisions happen before December 31.

Book A Free Consultation

Call 772-356-0561

Stuart at a Glance

County: Martin County (Stuart is the county seat)
From Vero Beach: About 35 miles south of Vero Beach
Sales tax: 6.5% (6% state + 0.5% county surtax)
Local economy: Healthcare, marine industry and a historic downtown

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

Why It Matters in Stuart

Tax help for the Sailfish Capital

Stuart is the county seat of Martin County, about 35 miles south of Vero Beach. It has called itself the Sailfish Capital of the World since 1957 and sits where the St. Lucie River meets the Indian River Lagoon. Cleveland Clinic Martin Health is the area’s largest employer, and the marine trade, from custom yacht builders to repair yards, is a big part of the local economy.

Marine businesses, partnerships and S-corps make for more involved returns than a single W-2. Owners here also juggle equipment purchases and uneven income across the year. Brian prepares those returns, sets up quarterly estimates and steps in with the IRS when a notice or an unfiled year needs attention. Florida has no personal income tax, so individual filings stay federal.

Business returns

Partnerships, S-corps and Schedule C filed by an Enrolled Agent.

IRS issues resolved

Unfiled years, notices and balances owed, handled directly with the IRS.

What You Get

Tax work for Stuart clients

Personal returns

Federal 1040s, including prior-year and multi-state filings.

Marine and trade businesses

Partnership and S-corp returns for builders, captains and contractors.

Resolution

Brian deals with the IRS when you have notices or a balance you cannot pay.

Planning

Year-end projections and entity structure talks before December 31.

See the full Tax Services service →

How It Works

Working With Brian From Stuart

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 Stuart, 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.

Around Vero Beach

Tax Services in Nearby Cities

Vero Beach Indian River Shores Sebastian Fellsmere Fort Pierce Port St. Lucie Jensen Beach Palm Bay Melbourne Okeechobee

FAQs

Frequently Asked Questions

Questions Stuart residents and business owners ask about tax services.

Do I have to travel to Vero Beach for tax help?

No. Most clients work with Brian by phone, email and secure upload. Stuart is about 35 miles away, so nearly everyone here works through the secure portal and a phone call.

What will my tax work cost?

It depends on what you need. The first call is free, and Brian quotes the work before anything starts.

Can Brian prepare returns for my partnership or S-corp?

Yes. Brian prepares partnership and S-corp returns along with the owners' individual returns, so the K-1s and the personal returns line up.

What records should I keep for hurricane season?

Keep insurance policies, equipment lists, photos and repair receipts scanned and stored off site. If a storm damages your property, those records support any insurance claim and any tax treatment of the loss.

Does my Stuart business owe Florida corporate income tax?

Only if it is taxed as a C corporation, at 5.5%. S-corps and LLCs taxed as partnerships generally do not pay it. Brian can help you look at which structure fits.