Optimize your FINANCES FOR Business Growth

Meghan Sophia Tax & Accounting Services in Fort Myers

Our Services
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Accounting & support of your business

Your Partner

We help private businesses grow

From starting a business and picking the proper tax entity to managing payroll and bookkeeping we are here for Fort Myers area companies. Our team of professionals is ready for you.

01. Incorporation Docs

02. Accounting Systems

03. Bookkeeping & Payroll

04. Tax Return Submission

Our Services

OUR SERVICES

Your business goals are our priority

At Meghan Sophia Tax & Accounting, we provide a range of services to meet the financial needs of individuals and small businesses in Southwest Florida. Our offerings include business entity setup, accounting services, bookkeeping, tax preparation, and more.


Whether you're a solopreneur in Naples, a family-owned business in Fort Myers, or a startup in Cape Coral, we've got you covered. Our team is dedicated to helping you navigate the complexities of taxes and finances, so you can focus on what matters most – growing your business. With our personalized approach and expertise, we're here to support you every step of the way.

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Incorporate New Businesses

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Accounting System Setup

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Small Business Bookkeeping

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Business Payroll & Taxes

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TESTIMONIALS

Real client reviews

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Send Us an Email to Schedule an Appointment

talk to us

Flexible contact options for you

Our team wants to speak with you about your business or personal tax and accounting needs.

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meghan@msmtaxes.com

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(239) 691-0206

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12651 McGregor Blvd, Fort Myers

OUTSOURCe your books

Let us show you how we save small businesses money on taxes

Make an Appointment

Offical

IRS Tax Dates

Deadline Month Date Year
IRS Starts Processing Taxes January 26th 2026
W-2 / Form 1099 Mailing Deadline February 2nd 2026
Filing Deadline for 2025 Taxes April 15th 2026
Deadline to Request an Extension April 15th 2026
Deadline for Extension Filers (final file) October 15th 2026
Required Minimum Distribution Deadline December 31st 2026

PROFITABLE OUTSOURCING

Tax support & bookkeeping services

For small business owners in Fort Myers and Southwest Florida managing your own books and taxes can be a time consuming and ultimately costly tax. Let us take that load off your shoulders, save you money, and prove our worth to your company.

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100%

Accuracy

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100%

Dedicated

our blog

Learn more about taxes & finances

Fort Myers sales tax setup in your POS, quick checklist for Square, Clover, and Shopify

By Meghan Sophia • February 5, 2026
Nothing slows down a sale like that awkward moment when the total “looks off.” Most of the time, it’s not the price, it’s Fort Myers sales tax being set wrong in the POS. If you sell in Fort Myers, Florida, the basics are simple: set the right rate, apply it to the right items...

Closing a Florida sales tax account the right way for Fort Myers businesses, final return steps, due dates, and common penalties

By Meghan Sophia • February 4, 2026
Closing your doors is one thing. Closing your Florida sales tax account is another. If you stop selling and don’t wrap up the paperwork the right way, the Florida Department of Revenue (DOR) can keep expecting returns, and that can snowball into notices, estimated bills, and p...

Florida resale certificate for Fort Myers businesses, how to apply, use it right, and avoid resale fraud red flags

By Meghan Sophia • February 3, 2026
Buying inventory without paying sales tax can feel like getting a “business discount,” but it’s really a trust-and-paperwork system. In Florida, that paperwork is your Florida resale certificate , and using it the wrong way can turn a normal vendor purchase into an audit heada...

Florida use tax for Fort Myers small businesses, when you owe it, and how to report it (with real purchase examples)

By Meghan Sophia • February 2, 2026
Ordering supplies online feels like a win until you notice something missing on the invoice: sales tax. If that purchase gets used in Fort Myers, Florida usually still wants its cut. That’s where Florida use tax shows up, and it catches a lot of small business owners off guard...

Florida Annual Report filing for LLCs and corporations, step-by-step for Fort Myers owners (fees, deadlines, and late fixes)

By Meghan Sophia • February 1, 2026
If you run an LLC or corporation in Fort Myers, your Florida Annual Report isn’t a “nice to have.” It’s the state’s yearly check-in that keeps your business marked Active on Sunbiz. Miss it, and the penalties get expensive fast. The good news is that Florida annual report fili...

Lee County tangible personal property tax for small businesses, what counts as taxable equipment, how to file the DR-405, and common write-offs people miss

By Meghan Sophia • January 31, 2026
If you run a small business in Fort Myers, Cape Coral, Bonita Springs, or anywhere in Lee County, you can do everything right on your income taxes and still get tripped up by Lee County tangible personal property tax . Why? Because this tax isn’t about profit. It’s about what...

Fort Myers business tax receipt renewal guide (City of Fort Myers and Lee County), fees, deadlines, common snags

By Meghan Sophia • January 30, 2026
Renewing a Fort Myers business tax receipt is a lot like renewing your car tag. It feels simple until one detail is off, your address changed, your business type doesn’t match, or you can’t find last year’s paperwork. In Fort Myers, the confusion often comes from jurisdiction....

Florida reemployment tax for Fort Myers employers, how to register, file, and avoid common mistakes

By Meghan Sophia • January 29, 2026
Running payroll in Fort Myers comes with a few “quiet” taxes that can cause loud headaches if they’re missed. Florida reemployment tax is one of them. It’s employer paid (not withheld from employees), and it’s tied to unemployment benefits. If you’re a small business owner or...

Florida sales tax for Fort Myers service businesses, what’s taxable, what’s not, and how to register

By Meghan Sophia • January 28, 2026
Most Fort Myers service business owners don’t think about sales tax until a client asks, “Should there be tax on this?” That’s when it gets stressful, fast. Florida is a little tricky because some services are taxable , most are not, and a lot of real-world invoices are a mix...

Fort Myers Small Business Tax Calendar for 2026, Every Deadline That Can Cost You Money

By Meghan Sophia • January 27, 2026
Running a small business in Fort Myers means wearing a dozen hats, and taxes love to sneak in when you’re busy doing everything else. A missed filing here or a late deposit there can turn into penalties, interest, and letters you don’t want to open on a Friday afternoon. This...
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