Your Trusted Tax & Accounting Partner in Ocklawaha, FL

Bring all relevant financial documents, including W-2s, 1099s, receipts, and any other income or expense records.

Our bookkeeping services ensure accurate financial records, which help in making informed business decisions and maintaining compliance with tax regulations.

We serve Ocklawaha, Belleview, Lady Lake, The Villages, Ocala, and Summerfield, FL.

Yes, we offer new business startup consulting to guide you through the setup process, including choosing the right business structure and financial planning.

Yes, our payroll services are tailored to meet the needs of small businesses, ensuring compliance and accuracy in employee compensation.

It is recommended to update your accounting records at least monthly to ensure accuracy and timely decision-making.

At Bill Fox Tax & Accounting Inc., we provide comprehensive tax services including individual tax preparation, business tax planning and filing, states & federal compliance, year-round tax strategy, and audit support. Whether you’re a sole proprietor, shareholder of an S-Corp/LLC, or an individual seeking to optimize your return, we tailor our approach to your unique financial situation.

Effective tax planning means looking ahead—tracking recent tax law changes, identifying credits and deductions, structuring business entities appropriately, and advising on timing of income/expenses. Our team stays current on tax regulations to help you legally reduce taxes and keep compliance intact.

We offer accurate, timely bookkeeping including account reconciliation, financial reporting, and payroll management (employee pay, tax filings, compliance). Outsourcing bookkeeping and payroll to us means your business records are reliable, letting you focus on growth rather than daily admin.

For new business owners in Ocklawaha and surrounding areas, we assist with entity selection (LLC, S-Corp, etc.), tax registration, setting up accounting systems, budgeting and cash flow planning. Starting off right with good structure reduces future headaches and tax surprises.

Bill Fox Tax & Accounting Inc., located in Ocklawaha, FL, serves clients in Ocklawaha, Belleview, Lady Lake, The Villages, Ocala, and Summerfield, FL. Having a local presence means we understand Florida tax regulations and community-specific business contexts.

Yes. We support both individuals (W-2 employees, retirees, self-employed) and businesses (small to medium companies, startups). Whatever your financial profile, we craft personalized tax and accounting strategies that align with your goals.

Bring your W-2s, 1099s, other income statements, receipts for deductible expenses, asset purchase records, previous years’ returns, and relevant business documents if applicable. The more organized you are, the faster and more accurate your return will be.

Yes. If you receive an audit letter from the IRS or state tax agency, we can assist you through the process — reviewing your records, preparing response documentation, and guiding you through audit procedures to ease stress and reduce risk.

Ideally monthly. Regular updates allow you to monitor cash flow, make informed decisions, stay tax-compliant, and avoid end-of-year surprises. Our team recommends consistent bookkeeping to keep your business healthy and ready for tax season.

Our HR consulting helps businesses with recruitment strategies, employee benefits planning, compliance with labor laws, development of policies and procedures, and strategic workforce management. A solid HR function supports business growth and reduces liability.

We monitor federal, state (Florida), and local regulatory changes continuously, attend trainings, and leverage professional networks to ensure our clients benefit from the latest tax strategies and maintain full compliance.

With over 30 years of experience, a client-focused approach, deep local understanding of the Ocklawaha-region business environment, and a breadth of services (tax, accounting, HR, payroll), we offer the convenience of a full-service firm with the personal touch of a local partner.

You can call us at (352) 572-5732, email info@billfoxtaxandaccounting.com, or use the contact form on our website to book an appointment. We welcome both new clients and businesses seeking an accounting partner in the Ocklawaha region.

Our fees depend on the complexity of the services required—whether it’s simple individual tax filing, business tax strategy, full bookkeeping and payroll, or HR consulting. We provide transparent quotes and detailed service scopes ahead of engagement so you know what you’re paying for.

Moving to Florida (or setting up a business here) presents unique tax/accounting considerations—state tax implications, registration of your business in Florida, local compliance, residency determinations, and changes in deductible state taxes. We help you navigate these transitions smoothly so your tax strategy aligns with your new residence or business location.