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Tax Planning and Preparation

Individual and Business taxation is a complicated and ever evolving field.  Our experienced CPAs are required to have at least 40 hours of continuing education each year.  In addition to stringent education requirements mandated by the Florida Board of Accountancy, we keep abreast of information through industry journals, daily electronic tax law updates, tax research software, and a strong network of other industry professionals.

Learn more about our Tax Planning and Preparation Services

IRS Representation

Our firm has many years of experience working with the IRS both locally and nationally, as well as with the Florida Department of Revenue.  Dealing with them can be anxious and frustrating.  Our goal is to address your individual needs and determine the most expedient and effective way to resolve the matter at hand.

Learn more about our IRS Representation Services

Business Consulting

There are many opportunities for planning and analysis in the life cycle of your business including setting up your Employer ID Numbers, compliance with other important IRS regulations, training and support for QuickBooks® bookkeeping software and more.

Learn more about our Business Consulting Services

Accounting & Advisory

We custom tailor your bookkeeping and accounting solutions based on your individual needs.  We can do everything from year end recap of business activity to a fully outsourced accounting department and partner CFO relationship.  Here is a brief breakdown of what those levels of service look like.  

  • Bookkeeping
  • Business Process Outsourcing
  • Virtual Controllership
  • Collaborative Advisory Services- Virtual CFO 

Learn more about our full Accounting & Advisory Services

Nonprofit and Association Accounting Services

Nonprofits are often tasked with maximizing services with minimal resources, and evaluated on how much of their revenue flows through to direct program support.  This often leads to accounting functions being spread as secondary duties to staff not fully qualified to carry out the tasks, or the accounting department is so small a lack of separation of duties exists. 

Learn more about our Nonprofit and Association Accounting Services

QuickBooks Certified Proadvisor

We are certified members of the QuickBooks® ProAdvisor Program.  To maintain this designation, we are required to recertify annually, so we are familiar with multiple years and versions of QuickBooks®.

Learn more about our QuickBooks® ProAdvisor services

Call 850-668-2228 or Message Us Online Today!