Our mission is to serve you by providing efficient, expert solutions to businesses and individuals. Our goal is to be a primary resource and trusted advisor that you consult throughout the year to help resolve your accounting, financial and tax issues.
Business Services: We coordinate with clients to prepare their bookkeeping or train clients to use software to handle their own bookkeeping. We specialize in small business accounting, financial statements, and financial advising. We prepare or assist clients with payroll processing, payroll tax, income tax, and sales tax 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 condominiums, homeowner associations, and cooperatives in their financial reporting (including audits, reviews, and compilations), bookkeeping, and tax preparation. We coordinate with volunteer board members and professional managers to ensure clients' 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 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.
Individual Services: We offer a range of tax planning and preparation services. We prepare individual income tax returns (form 1040) and coordinate complex returns with trust and business tax returns. We also prepare tax returns for many states since part-year residents from across the USA enjoy sunny Florida during January - April and need personalized services from their tax advisor.
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 advise fiduciaries, prepare trust accountings, and assist fiduciaries in understanding and complying with their reporting requirements.