Spending Your Winters in Florida during the tax filing season.
Beginning in 2019, we will be offering accounting and tax services to residence of Minnesota who spend the majority of their time in Land of 10,000 Lakes but spend the cold months in the sunshine state.. Often called snowbirds, Minnesota residence move to Florida during the winter months because of its' warm weather and sunshine. As a result, filing tax returns can be difficult and may disrupt or shorten your stay in Florida. As a service to my clients, I will make myself available to those persons who live the Naples area. During the months of January through April, I will be making trips to and from Minnesota as a service to my clients. While the internet allows us with the ability to obtain documents electronically, sometimes privacy and security become an important factor leaving us with a need for a professional to assist in obtaining documents. If you are looking for that Minnesota connection and are unable to or unconfortable using the internet, I will be available beginning next filing season. Visit our website to stay abreast as we transition from Minnesota to Florida.
It is important to note that establishing residency in any particular state involves more than how much time is acutally spent in the particular state you wish to claim as your residence. If you would like to discuss what criteria needs to be met in order to estabilsh residency, please contact us for a consultation.