Our accounting firm was established to provide efficient, expert solutions to businesses and individuals. Our goal is to be a primary resource and trusted advisor that you reach out to throughout the year to help solve your financial and tax issues.
Individual Services: We prepare individual income tax returns (form 1040) and coordinate complex returns with trust and business tax returns. We also prepare tax returns of many states since part-year residents from across the USA enjoy sunny Florida during January - April and want personalized service from their financial advisor. We also assist caregivers and family members with bill-paying and record-keeping services for elderly relatives. We will send staff to a client's home to help with financial services as needed..
Trust and Estate Services: We prepare fiduciary (trust and estate) income tax returns and coordinate with a client's legal and financial advisors to assist clients in administration of their trusts and estates. We also prepare gift and estate tax returns as requested. We prepare trust accountings and assist fiduciaries in understanding and complying with their reporting requirements.
Business Services: We handle bookkeeping or train clients to use Quickbooks or other software to handle their own bookkeeping. We specialize in small business accounting and financial advising. We prepare or assist with clients to prepare payroll processing, payroll tax processing and sales tax processing including preparation of W-2 Forms, 1099 Forms, payroll tax returns, sales tax returns, corporate and partnership tax returns, Schedule C forms and tangible tax returns. We like to become a valuable part of each client's team to help understand their options and opportunities.
Common Interest Realty Association (CIRA) Services: We specialize in assisting condominium, homeowner associations and cooperatives in their bookkeeping and tax preparation. We coordinate with volunteer board members and professional managers to ensure client's financial needs are met. We prepare association tax returns, payroll tax returns, W-2 Forms, 1099 Forms and sales tax returns. One of our partners is a licensed Community Association Manager (CAM) so we stay in touch with requirements placed upon CIRAs and their board members.
Non-profit Services: We handle bookkeeping or coordinate with clients to learn the use of Quickbooks or other software so they can handle their own bookkeeping. We prepare payroll tax returns, 990 tax returns and offer audit, review or compilation services on financial statements as needed.
Our partners offer the benefits of years of experience gained from a variety of backgrounds. We are an equal opportunity employer and are members in good standing of multiple professional organizations.
The firm is dedicated to serving all of your accounting, tax, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible.