Services

Tax Planning and Preparation

Individual and Business taxation is a complicated and ever evolving field.  Our experienced CPAs are required to have at least 40 hours of continuing education each year.  In addition to stringent education requirements mandated by the Florida Board of Accountancy, we keep abreast of information through industry journals, daily electronic tax law updates, tax research software, and a strong network of other industry professionals. 

This means that you are getting the most up-to-date tax advice available.  Tax Planning can save you valuable money.  By scheduling an appointment before year-end, we can assist you in saving tax dollars.  We can help with the planning of selling assets, making retirement contributions or distributions, planning for social security, and much more.  Our planning is tailored to the individual client- we seek to understand your personal tax situation and how the laws apply specifically to you. 

Let our professionals deal with the IRS for you.  We can handle "Nuisance" letters, Offers in Compromise, or Audits.

We file most of our Individual returns electronically.  This minimizes IRS errors, and helps you get your refund faster.  We offer electronic filing at no additional charge.

Corporations, partnerships and LLCs require a complete, balanced set of books in order to have a complete and accurate tax filing.  We have the experience and proficiency to prepare your business returns properly.

Compilations and Bookkeeping

We provide compilation and bookkeeping services for all types of businesses, non-profit organizations and local governments. 

We can take care of your bookkeeping while you take care of your business.  Our compiled reports are easy to read and we show you key areas that need your attention.

Why should you have to find and hire a full time bookkeeper when we can take care of your bookkeeping and save you from paying all of those expensive benefits?

QuickBooks® Training

We are members of the QuickBooks® ProAdvisor Program.  We update annually, so we are familiar with multiple years and versions of QuickBooks®. 

We can advise you on what version is best suited for your business, then help you setup your chart of accounts and train you on how to operate QuickBooks®. 

QuickBooks® Accountant’s Review functionality allows us to periodically analyze your financial statements while preventing you from losing productivity. 

Business Consulting

We can help you to set up your Employer ID Numbers and ensure you are in compliance with other important IRS regulations that are required of any small business. 

We can provide you with training and support for QuickBooks® bookkeeping software.

We can help you design an Accounting System that will best suit your business.

We can provide you with Strategic Income Tax Planning that will shelter as much of your income as possible.

We can help you to build a strong financial framework for your business, then monitor and manage it smartly.

We can advise you on the retirement plan best suited for your business.  Employees value an employer sponsored retirement plan and the cost to your business can be surprisingly reasonable.

SEPs and SIMPLE Plans can provide significant tax savings.

With sound financial budgets, you can pinpoint areas that need attention in a timely manner.

Business continuation plans can enable you to successfully transition into retirement while family members step into management and ownership of family owned businesses.

Proper estate planning ensures your spouse, children, grandchildren the wealth that you have accumulated during your lifetime.