We offer both Business Compliance and Business Consulting services.
Common Compliance Services are monthly accounting, payroll, sales tax, QuickBooks clean-up, issuing 1099's and W-2's, and filing the Florida Annual Report.
Common Consulting Services are entity selection and business structuring, making tax elections for your business, QuickBooks consulting, and analyzing your financial statements.
Business Owners who come in for the first time know they need help running the financial side of their business, but they often don't know what kind of help they need. Don't worry! We'll take you through a structured process that will help both of us understand the type of financial help you need. This process is often very enlightening to the business owner and to us also. Once we mutually agree to the type of help and service that your business needs, we organize all the different tools we have at our disposal that can address these issues and then present them to you in custom-tailored service packages.
We love working on taxes here. Why? Because we love to help people maximize their tax refund. Along with being a CPA, I'm also a CTC (Certified Tax Coach). This means I've received advanced training on tax strategies to lower your taxes. We're deeply committed to giving expert advice that is always worth more than the price we charge.
We prepare all types of tax returns: Personal Tax Returns, Business Tax Returns for LLC's, S Corporations, Partnerships, and Corporations; Non-Profit tax returns for Public Charities and Private Foundations. We also prepare Gift and Estate Tax Returns.
We offer a free tax strategy session where we review your last tax return. Just drop off your tax return to us (Feel free to redact your personal information with a Sharpie because we don't need it). We'll review the tax return and then meet with you a week later for the tax strategy session. For high-income business owners and professionals, we can often save you a lot of money.