David R. Bartels, Inc. prepares tax returns, keeps the books, and runs payroll for individuals, families, and small businesses across Broward County. You pay a flat fee, agreed before we start — and you always know who's working on your file.
Coming up: Q4 estimated tax
January 15, 2027 →
Every engagement is quoted as a flat fee after we review your documents. No hourly surprises.
Not a number in a queue.
We read every document, ask the questions software doesn't,
and explain what we found in plain English —
so April feels like any other month.
Quoted in writing after we see your documents, before any work begins.
Upload documents and sign forms through an encrypted client portal — never by plain email.
The same person works on your file each year and knows your history.
Questions in August get answered in August. Replies within one business day.
Homeowners, retirees, parents, gig workers, and people with a rental condo or two. We make sure you claim every credit and deduction you're entitled to, and nothing you aren't.
Individual returns →
Restaurants, contractors, salons, medical practices, and e-commerce shops. We close your books every month, file payroll and sales tax on schedule, and hand your business return over without the March scramble.
Business services →
600+
Returns filed last season
85
Businesses on monthly bookkeeping
1 day
Typical reply time, all year
"For years I dreaded tax season. Now I upload my documents in February, get a call explaining everything, and I'm done. It's the calmest part of my year."
Karen M. — Retired teacher, Plantation
By the forms and schedules your situation requires, not by the hour. After a short intake call and a look at last year's return, we send a flat-fee quote. If something new comes up mid-engagement, we tell you before doing extra work.
No. We're an independent tax-preparation and accounting practice. Every preparer holds an IRS Preparer Tax Identification Number (PTIN). We don't perform audits or attest work, and for full IRS representation we partner with an Enrolled Agent.
Yes. Many clients never visit the office: documents go through our secure portal, we review by phone or video, and you sign electronically.
Yes. We regularly help people catch up on several years of unfiled returns, starting with the years the IRS is most likely to ask about.