Services
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.
Accounting Services
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 Projections
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.
Tax Services
We are a full-service tax preparer and can handle all of your tax filing needs including payroll, sales, tangible and income taxes. We regularly offer tax saving advice. If you're new in business, we can help you decide which entity best suites your needs from a tax and legal perspective.
IRS and State/Local Representation
Our firm knows the tax laws, and we are knowledgeable of current tax practices. We can provide you with professional representation before the IRS as well as state and local taxing authorities.
Computer Consulting
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 finances 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 for your business.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement now. We can analyze your projected income and expenses 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 will also make recommendations to our individual clients whether to make an IRA contribution based on how much tax we know it will save them.
Payroll Services
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 ADP for payroll services and solutions for clients who desire a full-service payroll company.
Sales Tax Consulting Jamie has 7 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. He regulary gets assessments reduced through the contest procedure.
Business Acquisitions We regularly help our clients who are purchasing another business or are being purchased. We are here to offer advise 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 interest in their closely held business
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