Think CFOs and business advisors only work with large companies? Think again. Regardless of how small your business is, your financial well-being is not something to leave to guesswork. Tax laws change constantly. Let us handle the numbers so you can focus on running your business.
Business Advising, Consulting & CFO Services
Imagine the peace of mind of having your resources analyzed and reviewed for strategic decision-making throughout the year, not just at tax time. Whether you run a single rental property, a sole proprietorship, or a group of thriving businesses, we can be part of your team.
Our goal is to help businesses of every size grow into the dream that brought them into existence to begin with. We believe everyone deserves access to the same level of expertise and support.
Client Accounting Services
Electronic bookkeeping keeps your financial reporting at your fingertips. Studies show nearly 41% of small businesses still manage records in spreadsheets or manual ledgers. The room for error, inaccurate cost tracking, and downstream tax issues is substantial.
On average, small business owners with 1 to 3 employees spend over 200 hours a year keeping their books organized enough for a CPA to file a return. That is 5 weeks of time away from running your business. Let us handle it.
Business Income Tax Returns
Business income tax returns may seem straightforward, but failure to file properly or on time results in compounding penalties and interest. With penalties as high as $245 per shareholder or partner per month for late returns, the amounts add up quickly.
Beyond the IRS forms, Florida businesses also have local Tangible Personal Property Returns and Annual Report filings to contend with. You have a business to run. Leave the compliance to us.
Individual Income Tax Preparation
Individual tax preparation has grown more complex every year. According to the U.S. Government, more than 78.5% of the 82+ million Americans who hired a professional tax preparer said they benefited from doing so.
Whether you are filing a simple return as a student or navigating investments, rental properties, and income from multiple sources, we handle the details. We maximize your refund and limit your exposure to IRS changes while you enjoy life with your family and friends.
IRS Notices & Late Filing of Tax Returns
Rule No. 1
The IRS will NEVER call you on the telephone or send you an email. They do not do this. Period. If you receive a call or email claiming to be from the IRS, it is a scam.
The IRS communicates by letter. If you receive one, do not ignore it. Whether it is a notice of changes or a request for additional information, get help from someone who speaks their language.
We handle all correspondence and negotiation directly with IRS and Department of Revenue agents. We provide exactly what they need, when they need it, and nothing more. If you have missed a filing deadline, it is always better to file late than not at all. Filing stops the accumulation of failure-to-file penalties.