Pat Rhodes Accounting, Inc., known as “The Tax Place” by Jacksonville residents since 1979.

Services we provide include:

• Enrolled Agent on staff, representing clients with various tax matters before the IRS.
• Accounting
• Bookkeeping
• Small Business Entity Formation (i.e. incorporating and forming LLC’s)
• Payroll Services and reporting to your Worker Comp carrier
• Filing Payroll and Sales Tax Reports
• IFTA Preparation
• Individual and Business Income Tax Preparation
• Notary Public, for all your notarization needs, including marriage ceremonies
• Free W-2 and 1098 download with tax preparation
• Free electronic filing with all tax preparation
• We work with employee leasing companies: CoAdvantage, Resource Management, SouthEast Personnel Leasing

If you have need of any services not included in the above list, please do not hesitate to contact us to see if we can fulfill your needs. We always try to go above and beyond for our clients and we think outside of the box.

We take pride in helping our clients understand complex accounting and tax issues, knowledge is a benefit which cannot be valued. We strive to ensure your long-term business and financial success by helping you maximize your cash potential and minimize your tax liability. Pat Rhodes Accounting was established in 1979 with Enrolled Agents and Registered Tax Return Preparers on staff.

ENERGY CREDITS still help people increase their refunds, so let us know if you did anything to improve energy efficiency
of your residence or purchased a clean energy vehicle.

BENEFICIAL OWNERSHIP INFORMATION REPORTS for businesses in FL listed as LLC or INC-due 7/1/25. If you
haven’t filed, please do ASAP at www.fincen.gov. Our fee to file is: $50, we ask that you come into the office so we can
show you how to file it. Once initial report is filed you only need to update if business changes owners, address, or closes.

Refund advances are available for those who need money now, this is only available on a debit card, bank fees involved.
If you can wait for your refund but can’t pay us (want our fee deducted from your refund) we will discuss all filing options
and fees with you. These options require us to witness your signature(s), you must come to our office for this.
IRS begins accepting personal returns 1/27/2025. IRS holds refunds on returns with Earned Income Credit or
Additional Child Tax Credit, releasing those refunds by 2/27, for returns accepted by 2/15 with no issues (such as
missing forms or income). Please provide all tax forms and correct information to prevent delays.

We must have all of your tax forms to complete your return: W-2 (wages), 1099 (retirement, self-employment,
unemployment, social security, interest, dividends, sale of stock or property, lottery winnings), 1098T (college
tuition), 1095-A (ACA Marketplace Health Insurance). If you need your ACA Marketplace form, retrieve your copy
of Form 1095A at www.healthcare.gov or call 1-800-318-2596. IRS will not process returns missing Form 1095A,
we charge $25 if filed and rejected, as we must input your form(s) 1095A to prepare Form 8962 for IRS to process.

New clients must provide a copy of their 2022 & 2023 tax returns for accuracy. If you are new, or haven’t filed in
the past 3 years with us, we require $100 payment up front before dropping off info for tax preparation.
We need birth certificate, school and/or medical records for all children you claim on your return. Please allow us to copy
records to keep in your file in case you are audited.

If a family member took college classes we need Form 1098T for each college student you claim, along with payment
records for college expenses. Retrieve forms from the students college account, bring in & we’ll make a copy for your file.

Return Due Dates: Individuals & C-Corporations: April 15th. Partnerships & S-Corporations: March 15th.
6 Month extension due on above date. Fee per extension is: $25 prior clients / $40 new clients – DUE IN ADVANCE
Extension only allows more time to file, it’s best to pay IRS with extension to prevent penalty + interest charged by IRS later.
4/15/2025 is last day to file a 2021 tax return and get a refund. If you haven’t filed your 2021 return please do so ASAP.

Installment agreements allow monthly payments to IRS. Streamlined if balance due to IRS is $50,000 or less & payoff in 72 months.
Injured Spouse Form helps you get your portion of a tax refund if your spouse owes for student loan, child support,
alimony, or tax debt. The delay on getting your refund is reduced if return is e-filed with form.

Names of all persons on return must match name and date of birth in IRS & social security files.
Call Social Security: 800-772-1213 for new cards. It takes 2 weeks for name change to get in IRS system
We are training new people but filing 2023 returns extended for hurricanes and now 2024 returns… it will be a rough tax season.

IRS will begin accepting tax returns the end of January each year.  To avoid delays please gather your tax information and contact us so we can begin to prepare your tax return as soon as possible, and transmit your return the minute IRS allows. This year the deadline for filing your taxes is April 18th.

Beginning in 2017, a new law approved by Congress requires the IRS to hold refunds on tax returns claiming the EITC or the ACTC. The IRS must hold the entire refund — even the portion not associated with Earned Income or Additional Child Tax Credit — until mid February, releasing refunds usually by end of February.

We began requiring appointments in 2020 as our office is small and noone wants to wait for a long time in a packed office. In order for us to do your taxes, we request you bring with you the following: Tax Appointment Checklist

Health insurance is no longer a requirement beginning 2019. Please visit healthcare.gov for more information. If your employer provided health insurance or you purchased it on your own you may receive a Form 1095-B or 1095-C. If you obtained health insurance through the Marketplace you should receive form 1095-A. We MUST have your form 1095-A in order to complete your tax return.  IRS will not process a return without that form. Please bring insurance cards for all individuals claimed on your return.

No time to wait?  Just drop off your information, we have a drop off/pickup window on the side of our building which makes that easier. You can also fax information to us at 904-693-3373. We have a secure site for confirmed clients so we can exchange documents securely. We do not accept any items through email. We have a no-click policy in our office so please do not email any attachments as your email will not be opened. If you have further questions, please Call 904-781-1040, Fax: 904-693-3373, Email: MLR1040@aol.com, or stop by our office at: 1067 N. Edgewood Ave, Jacksonville, FL 32254, or complete the contact form at:  contact us.

We’re happy to answer your questions.