Text us and a real person answers — usually same day, in English or Spanish.
Text (239) 221-4681 Call the office Book an appointmentPersonal Tax Preparation
in Bonita Springs, FL
Filing your taxes shouldn't feel like a test you never studied for. Bring your documents to a real person who knows your name, checks every credit you've earned, and explains your return in plain language before anything is filed.
Most tax mistakes aren't cheating. They're rushing.
The credits software misses
Earned income credit, child credits, education credits — they hide behind follow-up questions software never asks. A checkbox skipped in a hurry is real money left on the table.
Fees that eat the refund
Seasonal chains add fees at every step — per form, per state, per "advance." By the time the refund lands, a painful slice of it never reaches your family.
One letter from the IRS
A notice arrives in July — and the kiosk that filed your return closed in April. Now it's just you, a scary envelope, and a phone tree.
The April scramble
Documents in three drawers, a deadline in two weeks, and a form in a language that isn't yours. Rushing is exactly how mistakes, and missed refunds happen.
Sit down once. We handle the rest — this year and every year.
Universal Taxes & More has prepared personal returns for Southwest Florida for over a decade — W-2 families, 1099 workers, retirees, students, and the years people thought were lost. Karina and Steven sit with you personally, in English or Spanish, and nothing is filed until you understand it.
Year-round promise: we don't disappear on April 16. An IRS letter in July, a question in October, a W-4 to adjust after a new job — same office, same people, one call away.
Bring the folder as it is
Organized or not — bring what you have. The checklist below covers most families, and we'll tell you if anything's missing.
We ask what software doesn't
New baby? New job? Side income? School? Life changes are where credits live — and where a real conversation beats a checkbox.
Every credit, checked
Earned income, child and dependent care, education, energy — we work the full list against your actual year, not a rushed intake form.
Review together, then e-file
We walk through the return in plain language, you approve it, we e-file the same day — and show you how to track your refund.
What to bring
- Photo ID, plus Social Security or ITIN cards for everyone on the return
- All W-2s and 1099s — jobs, gig work, interest, retirement
- Dependents' details — birthdates, SSN/ITIN, plus childcare or school records
- Last year's return, if you have it — especially if you're switching to us
- Mortgage, property tax, or big medical records if you might itemize
Not sure what applies to you? Bring the whole folder — sorting it out is literally our job.
Asked every week in our office
What documents do I need to file my taxes?
At minimum: photo ID, Social Security or ITIN cards for everyone on the return, all W-2s and 1099s, and last year's return if you have it. Families should add dependents' details plus childcare, school, or mortgage records. Missing something? Come anyway — we'll list exactly what's left.
How much does it cost to have my taxes done?
It depends on what's in your return — a simple W-2 filing costs the least; self-employment or rental income adds schedules. Universal Taxes & More quotes a flat price up front after looking at your documents, so you decide before we start. No hourly billing, no surprise fees.
Can you file past-year or amended returns?
Yes. We prepare returns for prior years you may have skipped and amend returns that were filed with mistakes — including ones prepared elsewhere. Catching up is more common than you think, and filing builds the documented income history that lenders and agencies ask for.
How long will my refund take?
Most e-filed returns with direct deposit are paid by the IRS in under 21 days. Paper filings and certain credits take longer. We e-file the day you approve your return and show you how to track your refund — and we're one call away if anything stalls.
Personal Taxes — what it costs
Our published prices for this service. We confirm your exact price before any work begins, and government filing fees, where they apply, are passed through separately.
Items marked "Varies — ask us" depend on your situation — ask and we'll give you a number.
Estimate your refund or your quarterly payment