Tax Season Is Here — Delray Beach Chamber Members Are Ready to Help
Tax season is officially here, and whether you’re managing investments, running a nonprofit, or just trying to get your books in order, the Greater Delray Beach Chamber of Commerce has trusted local members ready to help. Here’s who to call:
For Investors & Families:
Myriad Capital: At Myriad Capital, they help smart people make smarter investment decisions. As an independent, privately owned firm, their singular focus is providing comprehensive wealth management for professionals, families, and business owners. They don’t just look at the next quarter; they plan for generations, providing the blueprint for clients’ investment, legacy, and tax goals.
Tax season in 2026 has brought a welcome trend: the average refund is up over 10%, reaching approximately $3,742. For retirees, the news is even better. Thanks to the new $6,000 deduction for taxpayers aged 65-plus, over 9 million seniors are seeing significantly higher returns.
Whether clients are growth-minded investors looking to rebalance or risk-averse retirees seeking peace of mind, Myriad Capital provides the expertise to align their refund with their broader financial “stage.” The team uses a disciplined 4-step process to help clients navigate life transitions. They treat each refund not as “found money,” but as hard-earned capital that deserves a sophisticated strategy. From maxing out IRA contributions to implementing protective investment wrappers, Myriad Capital ensures each client’s windfall supports long-term resilience.
Don’t let market noise dictate your financial future. Let them help you “plan your work and work your plan.” 👉 myriad-capital.com
For Nonprofits:
Chazin: If you run a nonprofit, Chazin is your tax season secret weapon. With over 20 years of experience working exclusively with nonprofits, their team of Certified Nonprofit Accounting Professionals handles everything your organization needs — day-to-day bookkeeping, financial reporting, Form 990 preparation, payroll, and even CFO-level advisory services.
Don’t assume tax-exempt means worry-free. Nonprofits still face real financial deadlines and compliance requirements, and Chazin knows them inside and out. They offer flexible, personalized solutions built around your mission and your budget — no cookie-cutter approach here. 👉 chazinandcompany.com
Also Here to Help:
Accounting & Tax Services:
- PNF Accountants & Advisors — Full-service CPA firm offering tax planning, bookkeeping, payroll, and advisory services for businesses and nonprofits.
- CPB Bookkeeping & Accounting Inc. — Hands-on QuickBooks and bookkeeping support to get your financials tax-ready.
- My Accounting Crew — Virtual accounting, CFO advisory, and tax solutions built for small businesses.
- VOS CPAs — Comprehensive CPA and bookkeeping services, including QuickBooks support, for businesses throughout South Florida.
- Thrower, Gratton & Beaumont, PLLC — Experienced Delray Beach-based accounting firm offering a full range of tax and financial services.
- Maloney + Novotny LLC — A trusted regional accounting firm providing audit, tax, and advisory solutions for businesses and organizations.
Financial Advisors & Planners:
- Annuities Genius — Retirement income and annuity planning solutions tailored to your financial goals.
- Benchmark Financial — Comprehensive wealth advisory services for individuals and families in South Florida.
- Camelot Wealth Management Partners – Ameriprise Financial — Personalized financial planning and investment strategies through Ameriprise.
- Cetera Investors — Independent financial advisory services focused on investment and retirement planning.
- Gardens Wealth Management — Partner-led wealth management serving the Delray Beach community.
- Gwynn, Moore & Associates — Longstanding Delray Beach financial planning firm specializing in retirement and income strategies.
- Initiative for a Competitive Inner City (ICIC) — Supporting economic development and financial growth in underserved urban communities.
- KBK Wealth Management — Fee-based financial planning and wealth management with a focus on comprehensive client care.
- Kinetix Wealth Group — Investment and wealth management expertise for high-net-worth individuals and families.
- Lebenthal Global Advisors — Seasoned financial advisory services with a focus on women and investing.
- Loggerhead Wealth Management, LLC — Independent wealth management tailored to long-term financial goals.
- New Age Venture Capital — Private equity and venture capital solutions for growth-focused investors.
- New York Life / John Campanola — Life insurance and financial planning services through New York Life.
- Northwestern Mutual / Andrea Smallwood — Financial planning, insurance, and investment advisory services.
- Northwestern Mutual / Lauren Rausch — Personalized financial strategies including insurance and investment planning.
- Paradise Advanced Planning — Advanced financial and insurance planning for individuals and businesses.
- Peters Insurance Agency Inc. — Auto, home, and business insurance solutions serving the Delray Beach area.
- Selective Benefits Group — Employee benefits and financial planning services for businesses.
- Singer Wealth Advisors — Boutique wealth management with a focus on personalized investment strategies.
- Sundin Financial Group — Retirement and financial planning services for individuals and families.
- Susan S. Weinblatt, CFP, CDFA – Evershore Financial Group — Certified financial planning with expertise in divorce financial analysis.
- Swan Wealth Management — Investment and wealth management services for individuals and families in South Florida.
- UBS Financial Services / Colleen Hasey Schuhmann — Senior-level wealth management and financial advisory through UBS.
- UBS Financial Services / Tracy Byrnes — Comprehensive wealth management services through UBS.
- UBS Lansing Hutcheon Wealth Management — Full-service wealth management and financial planning through UBS.
Frequently Asked Tax Questions — Answered by Your Local Experts
Q: What is the tax filing deadline in 2026? A: The federal tax filing deadline for most individuals is April 15, 2026. If you need more time, you can request a six-month extension, pushing your deadline to October 15 — but keep in mind an extension to file is not an extension to pay. Any taxes owed are still due by April 15 to avoid penalties and interest.
Q: Does my nonprofit need to file taxes? A: Yes — even tax-exempt nonprofits are required to file annually with the IRS. Most organizations file a Form 990, 990-EZ, or 990-N (the “e-Postcard”), depending on their size and revenue. Missing this filing can result in loss of tax-exempt status. Working with a firm that specializes in nonprofit accounting, like Chazin, ensures your organization stays compliant.
Q: What records should I keep for tax purposes? A: Generally, you should keep tax returns and supporting documents for at least three years — or seven years if you’ve claimed a loss from worthless securities or bad debt. Key records include W-2s, 1099s, receipts for deductible expenses, bank and investment statements, and records of any property purchases or sales. When in doubt, keep it longer.
Q: Where can I find a trusted tax or financial professional in Delray Beach? A: The Greater Delray Beach Chamber of Commerce is a great place to start. All of the accountants, CPAs, bookkeepers, and financial advisors listed in this article are vetted chamber members serving the South Florida community. Visit delraybeach.com to browse the full member directory and connect with the right professional for your needs.
Find and connect with all of these trusted members at delraybeach.com.