With a full range of services to meet our client’s needs, we believe that the services we offer are only a part of what our commitment as a business partner to you means. We strive to achieve a balance of an exceptional client relationship with a highly personalized combination of services that helps to achieve your business potential. We provide the following services to our clients:

Business Services

Financial Statements – Compilation & Review

Our firm provides professional compilation and review services to businesses of all sizes. We compile financial records into meaningful GAAP-compliant financial statements and offer limited-scope review testing. We provide assurance customized towards your needs as well as that of your shareholders, your bank and your stakeholders.

Agreed-Upon Procedures Services

In instances where specified parties require an independent evaluation of specific subject matter, we work with our clients to provide them with an agreed-upon procedures that offer the CPA-level of assurance catered to your specific needs.

Payroll Services

We offer complete payroll preparation and payroll tax reporting services. These services include the calculation of semi-monthly, monthly or quarterly payroll taxes due. We prepare all federal and state quarterly and annual payroll tax returns returns, including year-end W-2’s and 1099’s. In addition, we offer direct deposit and electronic filing capabilities.

Sales Tax

We offer complete sales tax return preparation services for retail, service and rental businesses in a number of states. We offer electronic filing and payment capabilities for all our sales tax return clients.


Our firm provides full-charge bookkeeping services, including maintenance of Accounts Receivable and Accounts Payable, bank statement reconciliation, and preparation of payroll tax and sales tax reports. We provide customized services from paying your bills to interim Controller/CFO Services and everything in between.

Tax Services

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns. We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. We work closely with our clients to educate them on every tax advantage the IRS allows in their particular circumstance. We are an Authorized E-file Provider through the IRS.

Tax Planning

In pairing with our tax preparation services, our firm offers professional tax planning for our business and individual tax clients. We provide annual tax estimates as well as multi-year solutions catered to our client’s short and long-term needs. In addition, we implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Representation Before Taxing Authorities

We provide representation services before the IRS as well as State of Florida Department of Revenue as well as City and County local taxing authorities on behalf of both individual and business tax clients. We are experienced in negotiating Payment Plans and Offers in Compromise with the Internal Revenue Service. In addition, we have experience with appeals of County Property Tax assessments.

Consulting Services

New Business Consulting

We offer strong support to our entrepreneurial start-up businesses. We assist with Federal and State filings required for making tax elections with the IRS, like Form 2553 for the Small Business Election, procuring Federal Identification Number, applying for State of Florida Department of Revenue Sales Tax Certificate and Unemployment Compensation Number. In addition, we can help make crucial start-up business decisions, like accounting software choice and setting up the chart of accounts. These tactical decisions can be paired with assistance with strategic issues like assisting with financing and funding sources and capital structure.

QuickBooks Consulting

We offer consulting services on the popular QuickBooks accounting software. We can set-up files for you to use as well as provide training customized to you and your business. If you are already using QuickBooks, we can help with problems you may have encountered and/or train you on additional operational or reporting functionality to help you get the most out of your investment. We can assist with conversions between versions, including to Online and Enterprise Editions.

Financial Consulting

Our company offers a wide range of customized consulting services to help our customers with the ever-changing needs of their businesses. We help businesses improve operations, boost efficiency, and increase the bottom line. We review your business and accounting systems to make recommendations that make both work effectively and efficiently. In addition, we provide part-time CFO and Comptroller Services to assist with cash flow and ratio analysis, budgeting and forecasting, costing and capital structuring.