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Need a trusted tax preparer in Lake Mary, FL? Nelson Capital Financial Services helps individuals and small businesses file accurately and maximize refunds. Call 407-616-7894.

Lake Mary Tax Preparation Services | Nelson Capital Financial

Need a trusted tax preparer in Lake Mary, FL? Nelson Capital Financial Services helps individuals and small businesses file accurately and maximize refunds. Call 407-616-7894.

Lake Mary Tax Preparation Services

Get accurate, reliable tax help from a local team that understands personal and small business taxes. If you’re searching for Lake Mary tax services or a trusted tax preparer in Lake Mary, FL, Nelson Capital Financial Services is ready to help you file correctly and maximize your refund.

Call now: 407-616-7894
Location: 3700 34th St, Suite 100P, Orlando, FL 32805
Appointments: In-person and virtual options available

  • Book a Tax Appointment

  • Call for Tax Help Today

  • Get Started Now

Tax Services We Offer in Lake Mary, FL

We provide professional tax preparation services for individuals, families, and business owners in Lake Mary. Whether your return is simple or complex, we focus on accuracy, compliance, and speed.

Our Lake Mary tax services include:

  • Individual tax preparation (W-2, dependents, credits, deductions)

  • 1099 and self-employed taxes (Uber/Lyft, contractors, gig work)

  • Small business tax preparation (Schedule C support and guidance)

  • ITIN tax preparation support (for eligible clients)

  • Prior-year returns and amendments

  • Back taxes and IRS letters (help responding correctly and on time)

Why Choose Nelson Capital Financial Services for Lake Mary Tax Preparation

When you hire a tax preparer, you want confidence that your return is done correctly and submitted on time. Our goal is to provide Lake Mary clients with clear communication and dependable results.

What you can expect:

  • Accurate preparation and careful review

  • Step-by-step guidance so you understand your return

  • A professional process designed to reduce errors and delays

  • Support for both in-office and virtual filing

  • Respectful service and confidentiality

Tax Preparation for Individuals and Small Businesses in Lake Mary

Lake Mary is home to professionals, families, remote workers, and small business owners. That means tax situations can vary—especially when income comes from multiple sources.

We commonly assist Lake Mary clients who:

  • Have W-2 income and want to claim the right credits

  • Receive 1099 income and need help tracking deductions

  • Are self-employed and want to avoid costly filing mistakes

  • Need help fixing a prior return or filing a missing year

  • Want a trusted preparer for ongoing tax support

If you’re unsure what documents you need, call us and we’ll walk you through it.

Our Simple Process: File Your Taxes With Confidence

We keep the process straightforward so you can get results without stress.

Step 1: Schedule your appointment
Call 407-616-7894 or book online.

Step 2: Bring or upload your documents
W-2s, 1099s, ID, prior-year returns (if available), and any tax forms you received.

Step 3: Preparation and review
We prepare your return and review key items with you for accuracy.

Step 4: File and confirm
Once approved, we submit your return and confirm next steps.

Serving Lake Mary and Nearby Areas

While our office is in Orlando, we regularly help clients in Lake Mary and nearby Central Florida communities. If you prefer not to drive, ask about virtual tax preparation.

We serve clients in and around:

  • Lake Mary

  • Heathrow

  • Sanford

  • Longwood

  • Altamonte Springs

  • Maitland

Lake Mary Tax Services FAQ

How much does tax preparation cost in Lake Mary?
Pricing depends on your tax situation (W-2 only, 1099/self-employed, multiple forms, prior-year work). Call 407-616-7894 for a quick estimate.

Can you help with 1099 or self-employed taxes?
Yes. We help contractors and self-employed clients organize income and deductions and file correctly.

Do you offer virtual tax preparation for Lake Mary residents?
Yes. You can send documents securely and complete the process remotely.

Can you help with back taxes or IRS letters?
Yes. If you received a notice, bring it in or send a copy so we can guide you on the next steps.

Ready to File Your Taxes in Lake Mary?

If you need a trusted tax preparer in Lake Mary, Nelson Capital Financial Services is here to help. Get accurate filing, clear guidance, and professional support.

Call now: 407-616-7894
Address: 3700 34th St, Suite 100P, Orlando, FL 32805

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