Certified Public Accountant

 
 

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Well organized financial records ensures that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting System Setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal Financial Statements
  • Litigation Support

 

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing  your company's profitability and efficiency.  We provide financial reporting on all three levels of assurance:

  • Audit - an intensive examination with the highest level of assurance.
  • Review-some analytical procedures conducted with limited assurance
  • Compilation-based upon client information provided and used primarily for internal use.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing  your company's profitability and efficiency.  Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

 

 

 

 

 

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

 

 

 

 

 

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  The financial statements produced can be a useful tool for management for making financial decisions.

 

 

 

 

 

 

 

Tax Services

We prefer to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs / LLPs
  • Estates, trusts & gift
  • Not-for-Profit organizations
  • Taxing authority representation
  • Tax effects of buying selling a business

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IRS Representation

During our years of experience dealing with  many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

 

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

 

 

 

 

 

 

 

 

 

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration.  We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.  Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner

 

 

 

 

 

 

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

 

 

 

 

 

 

 

Estate & Trust Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

 

 

 

 

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.  As accounting professionals, we are exposed to most programs through trade journals and actual use.  Our experienced staff can help you choose and implement the system that best fits your needs.

 

 

Consulting Services

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.  the following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

 

 

 

 

 

 

 

 

 

 

 

 

 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.  With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

 

 

 

 

 

 

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.  Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

 

 

 

 

 

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

 

 

 

 

 

 

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

 

 

 

 

 

Management Advisory Services

Even in the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

 

 

 

 

 

 

Business Consulting

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

 

 

 

 

 

 

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" Corporation, Sole Proprietor, Limited Liability Company...) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

 

 

 

 

 

 

FDOT - Overhead Audits

Audits of Statement of Direct Labor, Fringe Benefit and General Overhead

Required annually for all qualified professional consultants doing business with the Florida Department of Transportation.  We possess over twelve years experience in this highly technical area.  Auditors who perform services are required to maintain continuing education requirements that are set forth by GAO.

 

 

 

 

 

 

 

 

 

 

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task.  We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

 

 

 

 

 

 

 

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues.  As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below.  We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Asset Protection
  • Investment review
  • Litigation support
  • Cash flow forecasting
  • Employee benefit plans

 

 

 

 

 

 

 

 

 

 

 

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Tax Planning

Tax planning is an essential element of the tax preparation process.  By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.