Strategic Tax & Consulting
Done Virtually
Accurate, compliant tax preparation and business consulting for individuals, self-employed professionals, and small business owners — fully virtual, by appointment.
Secure online intake · Encrypted document upload · Year-round support
A Family-Owned Practice Built on Trust
At 1 Elite Tax & Consulting Services, we believe every client deserves personalized, professional attention — not a rushed appointment at a franchise. We are a family-owned practice based in Fort Pierce, Florida, serving the Treasure Coast and clients throughout Florida virtually.
We work with individuals, families, self-employed professionals, and small business owners who want a tax and consulting partner they can trust year-round — not just during filing season. Our process is designed to be secure, organized, and completely accessible online.
We operate by appointment only, which means when you work with us, you receive our full, undivided attention. Your financial information is handled with the highest level of care, confidentiality, and professionalism.
Tax, Business & Administrative Services
We offer a full range of tax preparation, financial, and administrative support services — all available virtually, by appointment, with secure online intake.
Individual Tax Preparation
Accurate, thorough preparation of federal and state returns for individuals and families. We review every line to ensure your return is complete, compliant, and filed correctly.
View DetailsSelf-Employed & 1099
Specialized preparation for freelancers, contractors, gig workers, and sole proprietors. We identify every allowable deduction and keep your Schedule C audit-ready.
View DetailsTax Planning
Year-round strategy to help you understand your tax position, adjust withholdings, and make informed financial decisions — before the filing deadline arrives.
View DetailsBookkeeping
Organized, accurate financial records for your business — categorized, reconciled, and ready for tax season or any financial review.
View DetailsBusiness Consulting
Guidance on entity structure, startup planning, financial organization, and business operations for entrepreneurs and small business owners on the Treasure Coast.
View DetailsDocument Preparation
Administrative assistance preparing, organizing, and managing documents — including IRS correspondence, ITIN applications, business formation paperwork, and more. We are not attorneys and do not provide legal advice.
View DetailsVirtual Administrative Support
Secure remote workflows, digital recordkeeping, client onboarding, and compliance-minded administrative support — available entirely online, by appointment.
View DetailsHow Our Virtual Process Works
From your first appointment to your filed return — everything is designed to be simple, secure, and fully accessible online.
Schedule Online
Book your appointment through our online scheduler. Choose a date and time that works for you — virtual appointments available.
Complete Your Intake
Fill out our secure digital intake form with your basic information and service needs. Takes about five minutes.
Upload Your Documents
Submit your tax documents, records, or files through our encrypted Jotform portal. No faxing, no driving, no waiting rooms.
We Prepare & Review
We carefully prepare your return or service deliverable, review it for accuracy and compliance, and communicate any questions directly with you.
Approve & File
You review and approve everything before anything is submitted. We e-file your return and provide you with a complete copy for your records.
The 1 Elite Difference
Year-Round Availability
Tax questions and financial needs don't follow a seasonal calendar. We are available year-round to answer questions, assist with planning, and support your financial decisions whenever you need us — not just in April.
Secure & Confidential
Your financial information is handled with the highest level of care. We use encrypted document portals, follow strict confidentiality protocols, and operate with WISP-compliant data security practices.
IRS-Conscious Preparation
Every return we prepare is reviewed for accuracy, completeness, and compliance before it is filed. We do not rush your return. We take the time to get it right.
Fully Virtual & Accessible
Our entire process — scheduling, intake, document upload, review, and filing — can be completed online. No waiting rooms, no driving, no faxing. Professional service from wherever you are.
Personalized Attention
We operate by appointment only. When you work with us, you are not a number in a queue. You receive focused, individualized service from someone who knows your situation.
Client Education First
We believe informed clients make better financial decisions. We take the time to explain your return, answer your questions, and help you understand what to expect — before, during, and after filing.
Why Professional Tax Preparation Matters
Filing your own taxes may seem straightforward — until it isn't. Here is what every taxpayer should understand before filing season begins.
Accurate Filing Protects You
Errors on your tax return — even unintentional ones — can trigger IRS notices, delayed processing, or audits. Professional preparation means every number is verified and your return is complete before submission.
Organized Records Save Money
Clients who maintain organized financial records throughout the year are better positioned to claim every allowable deduction and respond quickly if the IRS ever asks questions.
Tax Planning Is Year-Round
Waiting until April to think about taxes means missed opportunities. Strategic planning during the year helps you make smarter decisions about income, expenses, and withholdings.
Self-Employed Clients Have Unique Obligations
Freelancers and 1099 workers are responsible for self-employment tax, estimated quarterly payments, and detailed expense tracking. We help you stay compliant and prepared.
Ready to file with confidence?
Schedule a consultation and let us walk you through exactly what you need, what to expect, and how our process works — no pressure, no obligation.
Submit Your Documents Safely Online
No faxing. No driving. No waiting. Our secure digital intake process lets you submit your tax documents, complete your intake form, and get started — entirely from your phone or computer.
Common Documents to Upload
Schedule Your Consultation
We are available by appointment only — virtual or in-person at our Fort Pierce location. Choose the format that works best for you.
Virtual Appointment
Connect via secure video call from anywhere in Florida or beyond. Upload your documents in advance and we handle everything remotely.
In-Person Visit
Visit our Fort Pierce office on the Treasure Coast for a face-to-face consultation. By appointment only.
Ready to Book Your Appointment?
Your online scheduling calendar will be embedded here. In the meantime, reach out directly through our contact form or email to schedule your appointment.
Request an AppointmentNew to 1 Elite Tax? Here Is What to Expect.
We understand that sharing your financial information with someone new takes trust. Here is exactly how we protect you, what our process looks like, and what you can expect from your first appointment to your completed return.
Free Initial Consultation
Your first conversation with us is complimentary. We learn about your situation, explain our process, and answer any questions before you commit to anything.
Your Data Is Protected
We use encrypted document portals and follow strict confidentiality standards. Your financial information is never shared without your explicit consent.
You Approve Before We File
Nothing is submitted to the IRS without your review and approval. We walk you through your return and answer every question before e-filing.
We Send You a Checklist
After booking, you receive a personalized document checklist so you know exactly what to gather — no guessing, no surprises.
Direct Communication
You will always communicate directly with our team — not an automated system. We respond to questions promptly and keep you informed throughout the process.
Transparent Pricing
We discuss fees upfront during your consultation based on the complexity of your return or service. No hidden charges. No surprises at the end.
Frequently Asked Questions
You'll typically need your W-2s or 1099s, Social Security numbers for all household members, last year's tax return if available, and documentation for any deductions you plan to claim. After you book, we'll send you a personalized document checklist based on your situation.
Everything is handled securely online. You schedule your appointment, complete a digital intake form, and upload your documents through our encrypted portal. We prepare your return, communicate with you directly if we have questions, and you review and approve before anything is filed.
Yes. We use encrypted document submission through Jotform and follow strict confidentiality protocols. Your financial information is never shared without your consent. We take data security seriously and operate with WISP-compliant practices.
Absolutely. Because we operate primarily virtually, we serve clients throughout Florida and beyond. If you prefer an in-person appointment, we are located in Fort Pierce on the Treasure Coast.
We discuss pricing transparently during your initial consultation based on the complexity of your return or service. There are no hidden fees. You will know the cost before we begin any work.
Yes. We assist clients with prior-year unfiled returns, IRS correspondence, and helping you understand notices you have received. Contact us to discuss your situation confidentially.
Yes. We are available year-round — not just during tax season. Whether you have a question in July, need bookkeeping support in the fall, or want to plan ahead for next year, we're here.
We assist with preparing, organizing, and completing documents such as IRS forms, ITIN applications, business formation paperwork, and administrative records. We are not attorneys and do not provide legal advice or legal representation. For legal matters, please consult a licensed attorney.
Still have questions?
Contact Us DirectlyWe Are Here to Help
Ready to get started or have a question? Reach out and we will respond within one business day. We are available year-round — not just during tax season.
Confidentiality Notice
All information submitted through this form is kept strictly confidential and used solely to respond to your inquiry. We do not sell or share your personal information.