Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We will deliver the services you need in a professional, timely, and cost-efficient manner.
We can provide accounting and bookkeeping services at any time interval; monthly, quarterly, or annually. This service includes assisting with adjustments to your QuickBooks file, bank reconciliations, and recording of daily transactions, if necessary. We can also train you to successfully tackle all to these tasks in-house.
Compilation and Review Services
Our firm provides professional compilation and review services to small and medium-sized businesses. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) or other bases of accounting for internal use as well as use by banks, investors, and other third parties.
Financial Forecast and Budgeting
We can work with you each year to develop a monthly budget for the upcoming year. Coupled with the financial statements we give you, these reports will be your tools that tell you how your business did versus what you planned and manage your results.
We are a full-service tax preparer and can handle all of your tax filing needs including payroll, sales, tangible, estate, and income taxes. We regularly offer tax saving advice through detailed tax planning meetings. If you’re new in business, we can help you decide which entity best suits your needs from a tax perspective.
IRS and State/Local Representation
We have strong resources available to help us navigate the ever-changing tax laws. We can provide you with professional representation before the IRS as well as state and local taxing authorities.
We can show you how using a computer (and the right software) to perform your daily accounting tasks can save you time. Tasks such as billing, accounts receivable, accounts payable management, and reconciling your bank balance are easy for us to train you on and will help you manage your business better. If you have some accounting knowledge or the proper staff, we can help you set up your chart of accounts to properly keep track of your general ledger in-house. We can periodically review your entries and make adjustments so that you have reliable internal account balances that will help you to know and manage your results better.
It is never too early to start planning for retirement. If you want to live the same lifestyle in retirement, or an even better one than you do now, you need to start planning for retirement now. We can analyze your projected income, expenses, and taxes and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Pension & Profit Sharing Plans
We can help you decide which retirement plan is best for you by examining the tax and economic implications of each choice. We can also make recommendations to our individual clients whether to make an IRA contribution based on how much tax we know it will save them.
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer electronic filing. We also work closely with larger payroll processing firms for clients who desire or need a full-service payroll company.
Sales Tax Consulting
Jamie has seven years of experience performing contract Sales Tax Audits with the State of Florida. Having audited a wide array of businesses, Jamie has excellent experience in both sales tax compliance and consulting. He can perform an entity-wide consultation on your business to determine if you are charging your customers the correct sales tax and if you are paying your vendors the correct sales tax. Jamie can also be of great benefit in representing your business in a sales tax audit.
We regularly help our clients who are purchasing another business or are being purchased. We are here to offer advice to navigate you through the complex tax issues associated with these transactions. We also offer similar services to individuals who are buying or selling stock or interests in a closely held business.