Accounting & Tax Preparation Resources
If you’re an individual, married couple, or sole proprietor of your own business, you’ve come to the right place. We offer a wide array of services to help make your life less taxing.
Personal Tax Services:
Tax Preparation:
- Individual Income Tax
- LLC
- Trusts
- Estates
- Real Estate
- IRS Notice resolution
Tax Planning:
- Retirement planning
- Year-round monitoring, reminders and guidance
- Legacy (estate and trust) planning and advice
- Estimated tax payment calculation
Personal Financial Statements
Sole Proprietorships:
- General business advice
- QuickBooks & Peachtree set-up, training and support
- Bookkeeping services (monthly, quarterly, annually)
- General ledger and financial statement preparation
- Payroll tax return preparation
- IRS or FL DOR notice resolution
- Estimated tax payment calculation
- Self-employment tax
- Sales tax reporting
- Sales tax audit assistance and representation
- Fixed-asset scheduling and depreciation
- New business start-up and problem solving
- Budget planning
- Record keeping and accounting systems
- Compliance with Federal and State of Florida laws and regulations