Tax Preparation Services
in Lakeland Florida

We Specialize In Small Business and
Personal Income Taxes

Lakeland Fl. Tax Preparation Services

At Pro Tax and Accounting, a Lakeland firm, we provide a wide variety of accounting and  tax preparation services tailored to meet the needs of our business clients. Our Accounting services are designed to make your job easier and provide you with more time to focus on building your business in the Lakeland area. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.

To better meet the needs of our accounting and tax clients throughout Lakeland, we also have individualized services for clients in industries like healthcare accounting, real estate accounting, restaurant accounting, professional services and various consumer services. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.

We offer a FREE initial consultation or call us today at (863) 606-8537 to ask us about our accounting and tax services

Our Services

Testimonials

Here are a few testimonials from our satisfied clients who have used our tax preparation and bookkeeping services:
Jeremy Carrera
Jeremy Carrera
April 14, 2024
Trustindex verifies that the original source of the review is Google.
I cannott express enough gratitude for the exceptional service provided by Mr. Jim Herbert at ProTax and Accounting in Lakeland, Florida. From the moment I step foot into their office, I felt welcomed and valued as a client. Mr. Herbert is not only incredibly communicative but also thorough, professional, honorable, and respectable. He handles everything by the books, ensuring compliance and accuracy in every aspect of his work. What truly sets him apart is his dedication to meeting individual needs. He listens attentively to questions, providing direct and immediate answers, and even follows up with additional insights gained from deep research. This level of personalized attention is rare and greatly appreciated.!! Switching accountants can be scary, but Mr. Herbert made the transition seamless and reassuring. He not only instilled confidence in his abilities but also acted as a true financial mentor, guiding me towards a successful future. The atmosphere at ProTax and Accounting is welcoming, with a friendly environment and comfortable amenities. If you're in the Lakeland area and in need of tax services, I highly recommend Mr. Jim Herbert and his team. With their expertise and support, you're in good hands for a prosperous financial journey! Thank you for a wonderful experience! -Jeremy
Robin Gillespie
Robin Gillespie
April 8, 2024
Trustindex verifies that the original source of the review is Google.
Mr. Herbert was very professional in asking questions and reviewing all the in depth details of our tax returns. He was referred to us by a friend, and we are glad we made the change from our previous accountant. We would highly recommend Mr. Herbert to anyone looking for a good accountant.
Sharon Palmer
Sharon Palmer
April 3, 2024
Trustindex verifies that the original source of the review is Google.
Working with Jim was a pleasure. He answered any questions I had regarding my taxes and completed my tax return quickly. I am glad to have a tax preparer who is local! He is very personable and knowledgeable. I will happily use his service next year!
Kaitlynn Stevenson
Kaitlynn Stevenson
March 30, 2024
Trustindex verifies that the original source of the review is Google.
Jim made tax filing easy and painless! I would highly recommend working with Jim for all you tax needs!
derek lincoln
derek lincoln
March 19, 2024
Trustindex verifies that the original source of the review is Google.
Best tax professional i have worked with! Knowledgeable and organized, will definitely be using Jim for years to come!
Lizette Cassidy
Lizette Cassidy
March 12, 2024
Trustindex verifies that the original source of the review is Google.
Having Jim do our taxes was convenient and a great experience! We will use his service again next year! He came right to our house two times. Once to pick up our information and then when our taxes were done for us to sign them. It is a really great service that he has! Thank you, Jim☺️
Jennifer Myers
Jennifer Myers
February 29, 2024
Trustindex verifies that the original source of the review is Google.
Jim was amazing he helped me file my taxes. He went over all my documents with me and answered all of my question's. Jim helped me understand everything I was filing. Jim will always be my go to for my taxes.
John Crow
John Crow
February 28, 2024
Trustindex verifies that the original source of the review is Google.
Quite simply, Jim is the best we've ever worked with. We are very happy with everything he did for us, and I feel confident that you will be to.
Mary Kay Wills
Mary Kay Wills
February 17, 2024
Trustindex verifies that the original source of the review is Google.
Jimmy is really knowledgeable and patient with me and my questions. Was on time for our appointment and affordable. Highly recommend.
Glenn Gillespie
Glenn Gillespie
February 16, 2024
Trustindex verifies that the original source of the review is Google.
Jimmy filed our 2023 taxes and we couldn't be any happier with the outcome! He was extremely helpful and we will be using him moving forward! Thank you Jimmy