Where Excellence And Empathy Go Hand In Hand

Confident Guidance Throughout Complex Florida Tax Matters

There are more than 6,500 pages in the U.S. tax code. With the level of detail and complexity in the code, it is not unusual for people to run afoul of tax laws. Instead of risking tax violations by trying to take care of tax issues by yourself, let the skilled legal team at Coleman Law, P.A., help. We offer knowledgeable guidance in every corner of tax law to help our clients with their legal needs. No matter how difficult or complicated your tax problems appear to be, we can help you resolve your issues with the IRS.

Creative Tax Solutions

Although taxes involve laws and numbers, interpreting tax law can be a little abstract and subject to interpretation. Our goal as your tax attorney is to look for creative and efficient solutions and advocate for your position. We help clients with issues such as:

Penalty abatement
Offers in compromise
Installment agreements
Negotiating IRS debt
Collection Due Process Hearings
Audit defense
Audit reconsideration
Appeals
Refund claims
Tax opinion letters
Tax Court litigation

Whether you have been accused of fraud or tax evasion, are being audited or have other tax issues, the best option for resolving your tax problem will depend on the size of your tax debt and the specific circumstances of your situation.

Understanding Tax Law for Individuals and Businesses

Our founder, attorney Jami Coleman, understands that tax law can be complex and overwhelming for individuals and businesses. She is committed to providing clear guidance through the often confusing world of taxation. Tax regulations affect everyone differently, and what applies to an individual taxpayer might not be relevant to a business entity.

Individual tax concerns often revolve around income reporting, deduction eligibility and retirement planning. We help our clients understand their filing status options, available credits and potential areas where they might be overpaying. Many people are unaware of deductions they qualify for or changes in the tax code that could benefit their financial situation.

Businesses face unique challenges, including corporate structure considerations, payroll taxes and quarterly estimated payments. Different tax rules apply to your operations, whether you are a sole proprietor, a partnership or a corporation. We work closely with business owners to develop comprehensive strategies aligned with their industry requirements and growth goals.

Our team stays current on legislative changes that might impact your tax liability, helping you make informed financial decisions throughout the year.

Tailored Tax Solutions for Different Needs

We recognize that no two tax situations are identical, so we offer customized solutions based on your circumstances. Our approach begins with thoroughly assessing your financial profile to identify opportunities and potential concerns.

For individual clients, we provide personalized guidance on investment income, retirement distributions and educational expenses. If you are experiencing major life changes such as marriage, homeownership or receiving an inheritance, these events have significant tax implications that require careful planning.

Business clients benefit from our strategic approach to entity selection, expense management and compliance requirements. We assist with structuring transactions to minimize tax burden while fully complying with applicable laws. Small businesses particularly appreciate our guidance on self-employment taxes and business deductions that are frequently overlooked.

High net worth individuals and families require specialized attention for estate planning, trust arrangements and philanthropic giving. Our team helps develop strategies that preserve wealth across generations while satisfying tax obligations. We understand the delicate balance between financial goals and tax efficiency.

International tax matters present additional layers of complexity. Whether you are an American expatriate, a foreign national with U.S. income or a business with global operations, we help you navigate cross-border tax treaties and reporting requirements.

Tax Law Updates and Insights

Tax legislation changes frequently, and staying informed is essential for effective financial planning. We are dedicated to monitoring federal, state and local developments that might affect your tax situation.

Our team attends specialized tax seminars and maintains memberships in professional associations to access the latest interpretations and rulings. We distill complex tax code amendments into practical advice tailored to your circumstances. This ongoing education allows us to anticipate how legislative shifts might create challenges and opportunities for your financial future.

Through regular communications and personalized consultations, we ensure you are not caught off guard by tax law changes. Our proactive approach helps you adapt your financial strategies accordingly, potentially saving you substantial taxes while fully complying with all applicable regulations.

Frequently Asked Questions About Tax Law

Tax questions deserve clear, direct answers. Below, we cover some of the most common questions you may have about Florida and federal tax law.

What triggers a Florida Department of Revenue sales and use tax audit for a large enterprise?

The Florida Department of Revenue, headquartered in Tallahassee, routinely audits large-volume retailers, real estate developers and corporate enterprises for sales and use tax compliance. Several factors commonly draw high-revenue businesses into an audit, including:

A high volume of exempt sales
Missing or invalid resale certificates from vendors
Inconsistencies between federal corporate tax returns and state sales tax filings
Significant fluctuations in reported sales volume
Nexus-related filing gaps across multiple business locations

Out-of-state enterprises can also trigger audits under Florida’s economic nexus laws. Businesses that exceed $100,000 in total retail sales to Florida purchasers from a previous calendar year must register to collect and remit sales tax. Failure to register exposes your business to significant audit risk. If your sales volume crosses this threshold, proper registration is a legal requirement.

Is my Tallahassee-based business required to pay the Florida Corporate Income Tax?

Whether your business owes Florida Corporate Income Tax depends entirely on your corporate structure. Florida generally exempts pass-through entities, including Limited Liability Companies (LLCs), S-Corporations and Family Limited Partnerships (FLPs), from the state Corporate Income Tax.

If your enterprise operates as a C-Corporation, Florida taxes it at a current rate of 5.5%. Businesses with multi-state operations must also carefully navigate income apportionment rules to ensure Florida only taxes the portion of income tied to in-state activity.

How does the 2026 federal estate tax sunset impact high-net-worth families?

Florida does not impose a state-level estate tax, but affluent families still face federal estate tax exposure. Congress permanently set the exemption at $15 million per individual and $30 million for married couples, removing the older scheduled sunset reduction. Assets above those thresholds, however, still face a 40% federal tax rate.

For high-net-worth Tallahassee families, that threshold still leaves significant wealth at risk, especially in closely held businesses and real estate. Strategies like Spousal Lifetime Access Trusts (SLATs), Irrevocable Life Insurance Trusts (ILITs) and intentional charitable giving allow you to shift growing assets outside your taxable estate and preserve more of what you have worked to build.