Business Services

• Financial Statements and Accounting
  • Financial Statements (Reviewed, Compiled, Prepared) Learn more about financial statements
  • Bookkeeping services
  • Payroll services
  • QuickBooks® Enterprise and Point of Sale Certified ProAdvisor, Certified in QuickBooks
  • FreshBooks Certified Accountant

• Taxes
  • Income tax preparation
  • Tax planning
  • Payroll taxes and audits
  • Sales taxes and audits
  • Heavy Highway Vehicle Use Tax
  • Tax problem resolution
  • IRS representation
  • Applications for tax exempt status & annual filings for non-profit organizations


• General business services
  • Business acquisitions and dispositions
  • Business startup
  • Entity selection (Corporation vs. LLC)
  • Business plan assistance
  • Forecasts and projections
  • Strategic planning
  • Department of Labor audits and investigations
  • Voluntary Fiduciary Correction Program application
  • Assistance with Bureau of Economic Analysis surveys
  • Assistance with Agency for Health Care Administration home health agency applications
  • Assistance with licensing by the Florida Commission for Independent Education

Individual Services

• Taxes
  • Income tax preparation
  • Out-of-state tax return preparation
  • Tax planning
  • Tax problem resolution
  • Offers in compromise
  • Installment agreements
  • Innocent spouse assistance
  • IRS representation


• Estates and Trusts
  • Estate tax planning
  • Estate and trust administration
  • Income and estate tax preparation
  • Coordination with legal advisor


• Nonresidents
  • Income tax preparation
  • Individual Tax Identification Number (ITIN) Acceptance Agent
  • Assistance with documentation requirements of E-1/E-2 visa applications
  • Coordination with legal advisor

If you are not sure if we offer the service you are seeking, please ask. Our services are distinctly tailored to suit each client's unique needs. Contact Us