Most people are concerned about saving taxes.

We are concerned about keeping money in your pocket.

Services


Individuals

  • Preparation of personal tax returns
  • Preparation of prior year unfiled returns
  • Electronic Filing of Tax Returns
  • We will provide you with information on how to properly document all of your deductions so they will withstand the scrutiny of an IRS examination.

Businesses

  • Preparation of Corporate tax returns
  • Preparation of Partnership and LLC tax returns
  • Electronic Filing of Tax Returns
  • We will provide you with information on how to properly document all of your deductions so they will withstand the scrutiny of an IRS examination.

Estates & Trusts

  • Preparation of Estate Tax Returns
  • Preparation of Estate Income Tax Returns
  • Preparation of Trust Income Tax Returns

Small Business Accounting

We can function as your full service, external bookkeeping department. We can take all of your payment transactions (checks issued, Electronic Payments, Debit card usage, etc.) and create your accounting records. We’ll do everything for you except issues your checks. Or we can work with your computerized system and review your entries to insure the proper posting to the accounts. These services can be performed for you on a monthly, quarterly or annual schedule. The frequency is up to you.

  • Financial Statement preparation
  • Sales Tax Preparation
  • Personal Property Tax Returns
  • Family Limited Partnerships

Do you have an impending transaction and would like to know any tax ramifications that may occur?

Are you contemplating purchasing an established business?

Are you thinking about buying into a business with partners?

Don’t do any of those things without having us review that matter. It may save you money and a terrible headache.

Do you know you have a large gain from the sale of a business or a stock? Proper planning will let you know ahead of time how much tax you will have to owe. Proper planning will let you know if you can avoid paying tax on the sale due to an offsetting situation

  • Like-Kind Exchanges
  • Installment Sales
  • Required Distributions from your retirement account.
  • Charitable Gifting including Charitable Remainder Trusts.

Do you have assets in excess of $5,000,000? If you don’t, stop worrying about estate taxes taking away half of your money. There isn’t any Federal or Florida estate tax if your net assets do not exceed $5,000,000. Oh, by the way, that’s not the exact figure. It is more than that and it is indexed for inflation. To make this concept easy to understand, don’t sweat the small stuff and under $5,000,000 is small stuff.

  • IRS Audit Representation
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishments
  • IRS Seizures
  • Offers in Compromise
  • Innocent and/or Injured Spouse Relief
  • IRS payment options
  • Quickbooks set-up
  • Quickbooks training
  • Quickbooks support
  • Remote access
  • At your premises support
  • Payroll Calculation
  • Payroll Tax Calculation
  • Preparation of Federal Payroll Tax Return (Form 941)
  • Preparation of Federal Unemployment Tax Return (Form 940)
  • Preparation of Florida Unemployment Tax Return (Form RT-6)
  • Preparation of W2s
  • Preparation of 1099s