A Tax Shelter
Services

Tax Planning & Consultation
We provide this service to business and individual clients who are in need of additional tax planning during the year. We review quarterly accounting and income documents to determine if changes are needed in anticipation of changes in the current year tax liability. Many things can happen during the year that will impact your taxes, starting a business, retirement, withdrawals from retirement, receiving social security benefits, buying or selling investment property, students heading off to college, etc… These are areas where we strive to help our client navigate our complex tax system and identify areas that will need additional attention before the filing season begins. If you have changes in your income stream be sure to give us a call, we are here to help you with your tax planning needs.

 

Tax Preparation
Tax return preparation is a primary focus in our firm. We are here as a knowledgeable resource to help clients understand the US tax code and educate them on how a deduction is calculated and what is allowable. We understand that tax preparation can be a complex process and we have the ability and due diligence to ensure that you are paying the proper amount of taxes each year. We specialize in small business and retirement taxes, but are equipped and able to handle numerous taxable situations. Call one of our knowledgeable staff members today to see how we can help you with your tax preparation needs.

 

 

Bookkeeping
We believe in open communication with our business clients, we offer QuickBooks ProAdvisor training for you and your staff. We offer onsite and remote access training to ensure that you have the accounting tools needed to handle your accounting and tax planning.We also offer full charge, in house bookkeeping, sales tax and payroll processing to handle your weekly, monthly or quarterly bookkeeping needs. Our goal is to give you the financial tools you need to successfully run your day to day business operations. Our bookkeeping clients can be assured that we will file all of the necessary tax forms needed for IRS and State compliance with current payroll/sales tax reporting requirements.

  • Federal IRS Form 941 – Employer’s Quarterly Federal Tax Return
  • Federal IRS Form 944 – Employer’s Annual Federal Tax Return
  • Federal IRS Form 940 – Employer’s Annual Federal Unemployment (FUTA)
  • State of Florida Reemployment Tax – RT6 Quarterly State Tax Return (SUTA)
  • State of Florida Sales & Use Tax Returns – DR-15 or DR15EZ
  • Monthly Bank, Credit Card and Loan account reconciliation
  • Financial Reports – Profit & Loss, Balance Sheet, etc…
  • Annual Workers Compensation Audit assistance