Services

Tax Services

Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax adviser who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Individual Taxes

We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions entitled to you. We are always available to help you with your tax planning needs, to help you lower your taxes, and to help you avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

Corporate Taxes

Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes, we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law

Estate, Gift And Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

IRS And State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step towards simplifying your business life. We provide a comprehensive payroll service customized for your specific needs—giving you flexible, personalized service from our knowledgeable staff. Our service includes check printing, electronic tax payments and tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.

Internet Commerce

Our firm is well aware of the tax compliance and technological challenges you face when you are considering Internet Commerce ventures. We will be happy to help.

Accounting

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow And Budgeting Analysis

Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Compilation And Review

Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements.

Business Consulting

Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end, we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, our experienced team of business consultants has the experience to help you grow and manage your business.

Incorporation And New Business Analysis

Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.

Management Consulting

Our firm offers complete management advisory services, including systems implementation and management, cost controls, and much more.

Cash Flow And Budgeting Analysis

We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.

Financial Statements

We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential.

Financial Forecast And Projections

We provide complete financial and business forecasting services, including proforma projections. We can also create customized “What If” planning scenarios to help management foresee and plan for unexpected business contingencies.

Business Succession Planning

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Notary Service

What is a Notary?

In the U.S. state of Florida, a notary public is a public officer appointed by the Governor of the state to take acknowledgments, administer oaths, attest to photocopies of certain documents, solemnize marriage, protest the non-acceptance or non-payment of negotiable instruments, and perform other duties specified by law.

• Acknowledgments are usually taken in correlation with a real estate transaction, but are often used in cases where a mere "identity verification" is needed to ensure that the document is being executed by an authorized party.
• Oaths are administered orally in depositions and court hearings in which a party is being sworn in over the telephone instead of being personally present before a judge. In this respect, notaries administer oaths in the same way as a judge. Many court reporters are also notaries, as this allows one person to both swear the party in for a deposition and to transcribe the deposition. Oaths are also administered in the form of affidavits and other sworn statements on paper.
• Marriages may be legally solemnized by a notary public between parties who present the notary with a valid marriage license. The law has no requirements for the form of a marriage ceremony, therefore many notaries perform both civil and religious marriage ceremonies.
• The contents of a safe-deposit box are certified by a notary public in cases where the owner has died or otherwise abandoned the safe-deposit box. In this case, the notary must be present while a bank official and other witness open the box. The notary then certifies the contents of the box and makes a certificate thereof for presentation to the court or to the personal representative of the Decedent's estate.
• Notaries are authorized by Florida law to verify the Vehicle Identification Number of a motor vehicle and certify this fact to the Department of Highway Safety and Motor Vehicles when that vehicle has not previously been registered with the state.
• Notaries have the authority to make certified photocopies in cases where certified copies of a document can not be obtained from another public official. Therefore, notaries can not certify birth certificates, copies of court judgments, or public records maintained in government offices. They can, however, certify copies of passports, driver licenses, and any other document which is not eligible for public recordation.
• The most rare of notarial duties in Florida is the drafting of protests, i.e. certificates of dishonor, which certify that payment on a negotiable instrument has been refused. This is an antiquated act that appears only one place in the Florida Statutes. ^[1]