Services We Offer

Bookkeeping Services

Our bookkeeping services can be contracted on an annual, quarterly, monthly, or as-needed basis. Services include:

  • Reconcile bank statements on a monthly basis
  • Bookkeeping reviews at your office to examine accounting records
  • Assistance with hiring, retaining, and training bookkeepers
  • QuickBooks support
  • Remote access and email support
  • Maintain employee earnings records
  • Prepare quarterly payroll tax returns
  • Prepare W-2's and 1099's at year-end
Financial Statements

We provide comprehensive financial statement preparation services for your business and personal needs. Services can be contracted on an annual, quarterly, monthly, or as-needed basis. We prepare statements to reflect your business's accounting needs using cash-basis, tax-basis, or GAAP standards. Our services include:

  • Compilations
  • Reviews
  • Audited Financial Statements
  • Contractors' Reviewed Financial Statements as required by Bonding Companies or Banks (includes Percentage of Completion Schedules)
  • Supplementary Information and Schedules, including comparative data to prior year results or budgets
  • Agreed Upon Procedures
  • GAAS financials, as required by governmental agencies (HUD, Auditor General, State Financial Assistance programs and grants, U.S. Department of Education, etc.)
  • Single Audit - Federal and State
Tax Services

We offer comprehensive tax services to meet all your filing requirements. Our experienced tax professionals stay current with the latest tax laws and regulations to ensure accurate, compliant filings while maximizing your tax advantages.

Our tax preparation services include:

Business Tax Services

  • Corporate income tax returns (Federal and all 50 states)
  • Partnership and LLC tax returns
  • State of Florida Annual Report filings
  • Sales tax compliance and filing
  • Payroll tax returns
  • Unemployment tax reporting
  • Tangible Personal Property tax returns

Individual Tax Services

  • Personal income tax returns (Federal and all 50 states)
  • Self-employed/Schedule C preparation
  • Investment income reporting
  • Rental property tax preparation
  • Estate and trust tax returns
  • Gift tax returns
  • Foreign income and FBAR reporting

Strategic Tax Planning

  • Year-round tax planning for businesses and individuals
  • Entity structure optimization
  • Business transaction planning
  • Succession planning
  • IRS audit representation
  • Tax resolution services
Business Consulting

Business Consulting is one of our core areas of expertise. With over 20 years experience across the full spectrum of business affairs, we provide unparalleled consulting value in areas including:

  • Management consulting
  • Mergers, acquisitions, and business purchase/sale arrangements
  • Budgeting and forecasting
  • Accounting system setup and optimization
  • Accounting assistance and support
  • Personal financial statements