Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business. This respect illustrates our diverse talents, dedication and ability to respond quickly.
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and “raving fan” clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Our vision is to provide you with the best approach to all your accounting needs. We range from a variety of accounting services to more in depth services. We serve a large range of individuals from Corporations to partnerships. We value your business. We are dedicated to meeting all your goals with integrity and professionalism in a timely manner.
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all platforms for Quickbooks including desktop and Online.
Profit and Loss Statement preparation for small business clients is a long-standing service of this firm. Depending on the client’s needs, monthly, quarterly and year-end balance sheet and detailed income and expense statements can be prepared on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Tax Preparation (Personal/ Business)
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1000’s of small business Federal and State tax returns have been prepared for company clients.
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2’s and 1099 forms. We provide all forms and make your federal tax deposits using the EFTPS system. Preparation of Workers Compensation reports and assistance in worker’s compensation audits here in our office.
QuickBooks Training (Desktop/ Online) / Quickbooks Set Up / Quickbooks Tune-Up
Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
We come to your location.
We focus on the individual issues facing your business.
We will be there to answer your specific questions and concerns.
No need to spend time on features that don’t impact your business!
New Business Formation (Legal Structure/ State Registering)
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture. We can help you with the following services:
Determine type of entity (LLC, S-Corp, Partnership, C-Corp), file with State of Florida.
Apply and request an EIN number, register your new employees with the State of Florida
Assist you with Set up of proper accounting system for your particular business.
We can help you setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you.
Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.
Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent…
Balance Sheet with specific categories like cash, accounts receivable, accounts payable…
Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.
Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.
Revenue Support Schedules that detail the organization’s sources of income in specific categories like charitable donations, membership fees, investment income.
The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it’s imperative that you build your accounting system around these revenue and expense classifications.