Tax Services
Year-round tax strategy, accurate compliance, and estate-side planning that keeps your bill predictable instead of surprising.
Estate, rental, and multi-state tax work for Marco Island residents, second-home owners, and investors.
Marco Island has one of the highest concentrations of second homes and seasonal residents in Florida. A large share of the island is owned by people who spend part of the year here and part somewhere else, and who rent the property out during the months they are away.
That combination produces three tax questions that almost always arrive together. Where are you actually a resident, and can you document it if the other state disagrees? How is the rental income reported, and are the short-term rental taxes being collected and remitted correctly? And how does a property held in a trust or an LLC, often set up years ago in another state, fit into an estate plan drafted under different rules?
We handle all three as one connected picture. That means residency and domicile documentation, rental income and expense treatment including depreciation and the passive-activity rules, sales and tourist development tax compliance, and estate and trust tax work coordinated with your attorney.
Our office sits in Ave Maria, a short drive from Marco Island. Clients who prefer to keep everything remote work with us by video call and phone — same advisor, same responsiveness.
Advance Accounting & Tax Solutions, Inc.
5284 Juliet Court, Ave Maria, FL 34142The map loads from Google only when you ask for it, so the page stays fast.
The full range of tax, accounting, and advisory support — matched to whichever stage you are in.
Year-round tax strategy, accurate compliance, and estate-side planning that keeps your bill predictable instead of surprising.
Clean books, dependable payroll, and CFO-level insight — the financial back office growing businesses actually need.
Structure, planning, and second-opinion guidance for the decisions that shape where your business goes next.
Short-term rentals on Marco Island are subject to Florida sales tax and the Collier County tourist development tax, both filed separately from the income tax return. Rental activity conducted as a business generally also requires a City of Marco Island business tax receipt and a Collier County receipt. Owners who manage the property themselves rather than through an agency carry those filing obligations directly.
On the estate side, Florida imposes no state estate or inheritance tax. That is a real advantage for owners arriving from states that impose both — but property still held in an out-of-state trust or LLC may not be positioned the way the current owner assumes, and a review after a move is usually worth the hour.
Still have a question? Send it over or call (239) 492-6784.
Income tax on the net rental profit, plus Florida sales tax and the Collier County tourist development tax on short-term stays. Those last two are separate registrations and separate recurring filings, and they are the ones owners most often miss. Personal-use days also matter: they change how expenses are allocated and can limit what is deductible.
Sometimes, partially. Many agencies collect and remit sales and tourist tax on the bookings they handle — but not on bookings you take directly, and not the income tax side at all. It is worth confirming in writing exactly which filings they make in your name, because the liability remains yours regardless.
The tax side of it, yes, coordinated with your estate attorney who drafts the documents. Property held across two states, an out-of-state trust, and a recent change of domicile are exactly the combination worth reviewing — plans drafted under another state’s regime often stop fitting once Florida becomes the home state.
Book a free consultation and we will map out exactly what you need — no pressure, no jargon.