Ayala's Taxes and Bookkeeping LLC

We specialize in providing expert tax services to individuals, small businesses, and entrepreneurs. Whether you're looking for tax preparation, planning, or consultation, our experienced team is here to ensure you navigate the complexities of tax laws with ease. We pride ourselves on delivering personalized solutions that maximize your savings and keep you compliant with the latest regulations. Let us take the stress out of tax season.

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Our Mission

We are a small, family owned, remote company based in North Port Florida. If you live in the North Port/Venice/Port Charlotte/Englewood/Punta Gorda area we can go to you and provide you with our services. Our model is to provide you with our services remotely so that you don't have to go to an office to wait. We have a secure system in place for the document exchange and signature pages delivery.

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Tax Preparation Services

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Small Business Taxes

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Tax Planning & Advice

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Bookkeeping Services

Tax Services

Tax Picture

Taxes

We will collect your tax documents. We will electronically file the tax return. We will explain the outcome and give advice if necessary for future years.

Small Town

Small Business Taxes

We will analyze your income and expenses to do your business taxes. We will determine which way is best to use your expenses to save you on taxes.

Planner

Tax Planning and Advising

We could do estimates for future taxation. This can lead to planning ahead, giving quarterly estimated amounts, and tax savings.

Essential Documents

Collecting Income Documents
We will collect your income documents such as W-2's from your jobs and W-2G 's from gambling winnings. Also 1099's from business, retirement, investment, and other income. K-1 forms and any other forms of income that you may have.
Collecting your Deduction Documents and Adjustment to Income Documents
We will collect your tax deductible-documents. These documents may affect your standard deduction. The Standard deduction is a set amount given by the IRS, but if your deductions are more, then your amount will be used. This is called Itemized Deduction. These documents can be medical expenses and miles, real estate tax paid, mortgageinterest paid, charitable contributions, gambling losses among other deductions
We will collect your documents that adjust your income. These adjustments reduce your taxable income. These can be school loan interests (1098-E) paid and teacher expenses. If you pay self-employee health insurance and alimony (executed before 2019) could also qualify for the adjustment to income portion. If you contribute to an IRA or Health Savings Account, it could qualify for the adjustment to income as well. Any other adjusting income document that you may have.
Collecting your Tax Credit Documents
We will collect your tax credit documents. There are Two types of tax credits. Refundable and Non-Refundable tax credits. The Non-refundable credits only reduce your tax liability while your refundable credit can be refunded. Some of the most common tax credits are the child tax credit, other dependent tax credit, earned income credit, childcare credit, education credit, and energy credit. Some of the documents we will collect are the tuition statement from college (1098-T), childcare statement, and energy efficient improvement receipts among other documents.

Small Business Taxes

We will prepare your small business taxes. We will analyze your company's financials and identify methods to minimize its tax liability. We will estimate the business quaterly payment for the following years. Below are a few samples of our business tax services.

  • Prepare tax return
  • Business strategies
  • Estimate quaterly payments
  • Help with any business tax related questions
  • New business owners tax advice or guidance
  • Other small business tax services

Tax Planning and Advising

This service can help plan for the future. Whether you have a small business or a personal reason, we can help you. This service can help if there is going to be a major change in the future or for business planning. Below are a few samples of planning and advising.

  • Estimate quaterly tax payments
  • Business strategies
  • Taking money from a retirement account
  • Adjusting you paycheck whitholding
  • Sale of home
  • Planing a mortgage loan or a business loan
  • Other planning and advising

Bookkeeping

We offer comprehensive bookkeeping services designed to keep your finances organized, accurate, and up-to-date. We can take care of the details so you can focus on growth and success. Our team will ensure that your books are in order, giving you a clear picture of your financial health.

Bank Downloads or Transaction Entries - to record your daily transactions into QuickBooks Online

Bank Reconciliation - to make sure there are not duplicated transactions or missing transactions

Financial Statements - so that you have the bigger picture of your company and see how you company is doing

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Owner Information

David Ayala-Irizarry has a master's degree in Accounting. He graduated from the State University of New York in New Paltz, NY. He has 11 years of tax and accounting experience. He has worked in two CPA firms in New York state and an accounting firm in Florida state. He has worked under 5 CPA's and many different accountants.

Company Information

Ayala's Taxes and Bookkeeping LLC was founded in 2018. Ever since, we have been doing business. We are a remote company. We can do your taxes no matter where you are in the US. However, if you live in the North Port, FL vicinity we are able to go to you.