Bookkeeping & Tax Preparation in Jacksonville and St. Johns County, Florida

Jacksonville & Duval County Accounting Services

Running a retail store, restaurant or service business takes more than recording deposits. CoreLogix helps Jacksonville small-business owners organize transactions, reconcile accounts, prepare financial reports and keep tax records ready. Independent contractors and self-employed professionals can get help separating business expenses, organizing Schedule C records and planning the next step.

Businesses in Southside Jacksonville, Baymeadows and Deerwood can discuss QuickBooks setup, monthly bookkeeping and payroll support. Retailers in Riverside, Avondale and San Marco can ask about POS deposits, inventory records and sales tax reconciliation. We tailor the scope to your records, software and reporting needs.

St. Johns County & St. Augustine Accounting Services

CoreLogix offers virtual support for households, entrepreneurs and small businesses across St. Johns County, including St. Augustine, Ponte Vedra Beach, Nocatee and Fruit Cove. Whether you are starting an LLC, organizing a contractor business or hiring your first employee, we help connect your day-to-day records with bookkeeping and tax preparation.

St. Augustine-area retailers and hospitality businesses can discuss sales tax and POS reconciliation. Growing service businesses around St. Johns, Julington Creek and World Golf Village can ask about QuickBooks, payroll setup and recurring reports. Virtual service is available throughout the county, with Jacksonville office visits by appointment.

Monthly Bookkeeping & Historical Cleanup

Monthly bookkeeping starts at $300/month. Services may include transaction categorization, bank and credit card reconciliations, financial reports and QuickBooks support. Historical cleanup is scoped separately after reviewing the months and records involved. Your plan depends on complexity and support needs. A one-time admin fee applies: $99 for plans at $500/month or less, or $175 for plans above $500/month.

Explore Bookkeeping Services and use the existing Find My Bookkeeping Plan and Accounting Readiness Checkup to prepare for your consultation.

Individual & Business Tax Preparation

Get help with individual returns, self-employment and Schedule C records, and business returns within the agreed engagement. We confirm the return type, documents, filing requirements and price before work begins. An LLC's tax filing depends on its ownership and tax election; forming an LLC does not by itself determine which return to file.

Explore Tax Preparation Services, try the 2026 Tax Estimator, or submit documents through the secure Tax Portal. Estimates are planning tools, not a completed tax return.

QuickBooks Online Setup & Accounting Systems

Start with company settings, a chart of accounts appropriate for your business, supported opening balances, bank connections and useful reports. We review how sales, expenses, loans and owner transactions should flow through your books. Existing users can request cleanup, inventory support, POS integration review and accounting process improvements. Software subscriptions and project scope are confirmed separately.

Payroll Setup & Management

Ask about payroll software configuration, onboarding administration, employer registration assistance and ongoing payroll support. We confirm responsibilities for employee information, approvals, filing and payment with you and your payroll provider. Payroll is separately scoped; it is not automatically included in every bookkeeping plan. Provide employee records only through the agreed secure workflow.

Florida Sales Tax Registration & Filing

CoreLogix assists with Florida Department of Revenue sales tax registration, DR-15 preparation and filing, sales tax reconciliation and POS tax configuration review. We compare taxable sales, exemptions, refunds, tax collected and reporting records to identify differences before filing. Filing frequency and tax treatment depend on your business and assigned requirements; the amount collected by a POS should still be reconciled.

1099 & Contractor Reporting

Prepare for contractor reporting with W-9 collection, payment review, 1099-NEC and 1099-MISC preparation, electronic filing and corrections where needed. We review payment methods and reporting requirements before determining which payments belong on a form. A W-9 alone does not establish that a worker is properly classified as an independent contractor.

Business Formation & Accounting Support

Ask about administrative assistance with LLC formation, EIN applications, Florida annual reports and registered agent services. We can also discuss inventory records, POS connections and more reliable accounting workflows. Government filing fees and software charges are separate unless expressly included. Formation assistance does not replace legal advice or determine the best tax election for you.

Why Choose CoreLogix Consulting?

Work directly with an accounting professional offering personalized support, QuickBooks Online ProAdvisor training and a clear scope before work starts. Our Jacksonville office is available by appointment only, with virtual service options for Northeast Florida. We use a secure tax portal for tax documents and agree on an appropriate workflow for bookkeeping records. Never email Social Security numbers, payroll identity documents or bank credentials.

Communities We Serve

Serving Duval County

We serve Jacksonville, Jacksonville Beach, Atlantic Beach, Neptune Beach and Baldwin. Virtual and appointment-based support reaches Mandarin, Southside, Baymeadows, Deerwood, Arlington, Riverside, Avondale, San Marco, Downtown Jacksonville, Springfield, Northside, Westside, Oceanway, Bartram Park and the Jacksonville Beaches area. The service scope follows your business needs, wherever you operate.

Serving St. Johns County

We serve St. Augustine, St. Augustine Beach, Ponte Vedra Beach, Ponte Vedra, Nocatee, Fruit Cove, St. Johns, Julington Creek, Switzerland, World Golf Village, Palencia, Vilano Beach, Hastings, Crescent Beach, Butler Beach and Durbin Crossing. Businesses and residents in SilverLeaf, Shearwater and RiverTown can also discuss virtual support. Virtual appointments make it convenient to work with us throughout these communities.

Elsewhere in Northeast Florida, including Clay, Nassau, Flagler, Baker and Putnam counties, contact us to confirm availability and the right service arrangement.

Frequently Asked Questions

Can you handle bookkeeping virtually in Jacksonville or St. Augustine?

Yes. We can arrange virtual bookkeeping for businesses in both counties. We first confirm your software, records, scope and secure document workflow.

Can you set up or clean up QuickBooks?

Yes. We review company settings, account structure, opening balances and bank connections. Cleanup and integrations are quoted after reviewing the existing records.

How much does monthly bookkeeping cost?

Plans start at $300/month. Complexity and support determine the recommendation. The one-time admin fee is $99 for plans at $500/month or less and $175 above $500/month. Cleanup and add-ons are quoted separately.

Do you help with Florida sales tax registration and DR-15 filings?

Yes. We can assist with registration, sales tax reconciliation and filing under an agreed scope. Bring your DOR notices, sales reports and POS tax reports so we can confirm the periods and requirements.

Can you help set up payroll and prepare 1099 forms?

Yes. Payroll setup and management and contractor reporting are separately scoped services. We review your provider, employee or contractor records, payment methods and deadlines before quoting.

Do you prepare individual and business taxes?

Yes. Visit the Tax Preparation page to discuss your return type and required records. Use the estimator for an initial planning estimate and the secure Tax Portal for document submission.

How do I schedule and send documents securely?

Schedule a consultation using the link below or call 904-980-8191. Office visits require an appointment. Use the secure Tax Portal for tax documents; we will confirm the bookkeeping or payroll upload method during onboarding.

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