Serving Pinellas County since 2008

Tax expertise
that feels like
family.

We handle your taxes the way we'd handle our own — with care, precision, and a real conversation. Not a number in a queue.

Book a free consult See our services
1,000+
Clients served
15+
Years in business
4.9★
Google rating
★★★★★

"I've been going to The Tax Shop for eleven years. They know my situation, remember my kids' names, and always find deductions my old accountant missed."

— Maria T., Seminole FL  ·  Client since 2013
Individuals & families
Small business owners
U.S. expats living abroad
No FL state income tax — we maximize your savings
IRS representation
Year-round tax advisory
What we do

Expert services,
straightforward pricing.

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01

Personal Tax

Federal and state returns for individuals and families. We maximize every deduction and explain every line.

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02

Expat Returns

U.S. tax returns for Americans living abroad — FEIE, Foreign Tax Credit, FBAR, and streamlined filing for late filers.

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03

Small Business

Full-service tax and accounting for sole proprietors, LLCs, S-Corps, and partnerships. Quarterly filings and more.

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04

Tax Advisory

Year-round planning sessions to reduce your tax burden before the year ends — not after it does.

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Our difference

We know your name,
not just your number.

The big chains treat tax season like a conveyor belt. We've spent 15 years building real relationships — remembering what changed in your life each year and using that to serve you better.

Meet our team
Trusted Expertise
Licensed CPAs who stay current on every tax law change so your strategy doesn't fall behind.
Personal Connection
The same advisor, year after year. We remember your situation so you don't have to re-explain it.
Clear Transparency
Straightforward pricing quoted upfront. No surprises at pickup, ever.
Ready to get started?

Your finances, handled with care.

Book a free 20-minute consultation. No obligation, no jargon.

Book a free consultation Explore our services
What we offer

Services built for
real people.

Transparent pricing, no surprises, and an advisor who actually explains what's happening with your money.

01

Personal Tax Returns

Starting at $275

Whether you're a W-2 employee, a freelancer with side income, or a retiree navigating distributions — we prepare your federal and state returns accurately and find every deduction you're entitled to. We take the time to understand your year, not just your documents.

  • Federal Form 1040 preparation
  • State return (FL and all other states)
  • Review of prior year return for missed opportunities
  • Deduction maximization — charitable gifts, medical, home office
  • Investment income and capital gains reporting
  • Same-day e-file upon approval
  • Free amendment if we make an error
02

Expat Tax Returns

Starting at $450

Living or working abroad adds a layer of complexity that most tax preparers aren't equipped to handle. We specialize in U.S. expat returns — helping Americans overseas stay fully compliant while taking advantage of every exclusion and credit available to them, including the Foreign Earned Income Exclusion and Foreign Tax Credit.

  • Form 1040 with foreign income reporting
  • Foreign Earned Income Exclusion (Form 2555)
  • Foreign Tax Credit (Form 1116)
  • FBAR filing (FinCEN 114) for foreign bank accounts
  • FATCA reporting (Form 8938)
  • Part-year resident and dual-status returns
  • Streamlined filing for late filers catching up
03

Small Business Tax

Starting at $650

We handle taxes for sole proprietors, LLCs, partnerships, S-Corps, and C-Corps. Running a business is complicated enough — your taxes shouldn't add to the stress. We handle the filings, explain the implications, and keep you compliant year-round.

  • Business entity returns (Schedule C, 1065, 1120-S, 1120)
  • Quarterly estimated tax payments
  • Payroll tax filings (940/941)
  • S-Corp election analysis and setup
  • Depreciation schedules and asset tracking
  • Home office and vehicle deduction optimization
  • Year-end tax planning to reduce liability
04

Bookkeeping

From $150/mo

Clean books make for accurate returns and better business decisions. We offer monthly bookkeeping for small businesses using QuickBooks or your existing software — reconciled, categorized, and ready for tax time without the last-minute scramble.

  • Monthly bank and credit card reconciliation
  • Income and expense categorization
  • Monthly P&L and balance sheet reports
  • QuickBooks setup and training
  • Catch-up bookkeeping for prior periods
  • Direct integration with your tax preparation
05

Tax Advisory

$150/hr · Packages available

The best time to think about taxes isn't April — it's all year. Our advisory service helps you make decisions with taxes in mind: timing income, structuring transactions, planning for life events like marriage, home purchase, or retirement.

  • Year-round tax planning sessions
  • Life event planning (marriage, home, inheritance)
  • Retirement contribution strategy (IRA, 401k, SEP)
  • Real estate investment tax implications
  • Entity structure review and optimization
  • IRS notice response and representation

Not sure which service you need?

Book a free 20-minute consult and we'll figure it out together.

Book a free consultation
Our story

Built on relationships,
not transactions.

The Tax Shop was founded with a simple belief: every client deserves the careful, personal attention the big chains simply can't offer.

Our mission

Your finances, handled with care.

For over 15 years, The Tax Shop has served families and small business owners across Largo, Seminole, and Pinellas County. We've grown to over 1,000 clients — not through advertising, but through word-of-mouth that only comes from genuinely taking care of people.

01

Trusted Expertise

Licensed CPAs who stay current on every tax law change so your strategy doesn't fall behind.

02

Personal Connection

The same advisor, year after year. We remember your situation so you don't have to re-explain it.

03

Clear Transparency

Pricing quoted upfront. No surprises at pickup, no hidden fees, no upsells you didn't ask for.

The team

The people behind
your return.

DMPartner & Founder

David Medlin

CPA · Partner

With nearly two decades of experience in tax and accounting, David founded The Tax Shop to bring boutique-level service to families and small business owners across Pinellas County. He leads the firm's client relationships and complex tax strategy work.

DDSenior Tax Accountant

Diana

Senior Tax Accountant

Diana specializes in individual and small business tax preparation, bringing a meticulous eye for detail and a talent for finding every deduction her clients are entitled to. She's the one clients count on to get it right, year after year.

GSAccountant

Grahame

Accountant

Grahame handles bookkeeping, financial reporting, and tax preparation for a broad range of clients. His steady, thorough approach keeps clients' books clean and their finances in order throughout the year — not just at tax time.

KSPayroll Specialist

Kathy

Payroll Specialist

Kathy manages payroll processing and compliance for The Tax Shop's business clients. Her precision and reliability mean business owners can stop worrying about payroll deadlines and focus on running their companies.

JMOffice Manager

Joey

Office Manager

Joey keeps The Tax Shop running smoothly behind the scenes. From scheduling and client communications to day-to-day operations, Joey makes sure every client experience — from first call to final return — is seamless and stress-free.

What our clients say.

★★★★★

"I've been going to The Tax Shop for eleven years. They know my situation, remember my kids' names, and always find deductions my old accountant missed."

— Maria T. · Client since 2013
★★★★★

"As a small business owner, I used to dread tax season. Now I feel on top of it. They set me up with quarterly estimates and I haven't had a surprise in three years."

— James K. · Business owner
★★★★★

"Switched from H&R Block two years ago and wish I'd done it sooner. The price is comparable but the service is completely different — they actually explain things."

— Lisa & Tom D. · Seminole, FL
Come say hello

We'd love to meet you.

Book a free 20-minute intro call — no commitment, no pressure.

Get in touch

Let's talk
about your taxes.

Fill out the form and we'll be in touch within one business day to schedule your free consultation. No jargon, no pressure.

(727) 397-8003

info@taxshopfl.com

10823 Seminole Blvd, Suite 4B
Largo, FL 33778

Office hours

Monday – Friday9:00 am – 6:00 pm
Saturday (Jan – Apr)10:00 am – 3:00 pm
SundayClosed

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(727) 397-8003  ·  info@taxshopfl.com