Once you get your bookkeeping in order, get help creating financial statements and other operating reporting for your business. Use these financial reports to help with either internal purposes to help you make better business decisions, or for external purposes such as applying for a loan.
Get help entering transactions into your accounting software. This service also includes cleaning up existing bookkeeping done by you or someone else that may need to be corrected.
Quickbooks ProAdvisor- Are you behind in your QuickBooks? Let us get you caught up. Our QuickBooks Online cleanup will get you back on track so you can have up-to-date reporting for tax time! Whether you are a few months behind or a few years behind, we can help!
Do you want to start a business? Let us assist you in getting set up correctly from the start and ensure you are in compliance with Federal, State and local regulations. Our start-up services also include getting your company set up with an accounting software (QuickBooks Online) and building your chart of accounts to ensure all transactions are accounted for correctly.
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Also, try our free financial calculators to provide insight into your financial questions. Feel free to call us to discuss your situation.
Don't let tax time cause you anymore anxiety! With all the recent tax law changes, confusing tax documents and complex returns, tax preparation has become more burdensome than ever. Even using the most innovative DIY tax preparation software can result in costly mistakes and missed deductions. Let us be the simple, affordable solution so you can rest assured that you're paying the lowest amount of tax allowed by current regulations.
What we offer
Our tax services include tax planning and income tax preparation without ever leaving your business or home.
* Individual tax preparation (Starting at $250)
* Business tax preparation (Starting at $550)
* Multi-state tax returns
* Quicker tax refund with e-file
* Tax problem resolution/IRS letter responses
* Tax compliance and planning
Let's Get Started
New, internet-based clients please complete the steps below.
New, local clients who prefer meeting in-person please contact us at 850-702-8644.
Step 1: Click here to sign up for our secure portal
Step 2: Upload 2 prior tax returns through the portal
Step 3: Hold tight! We will contact you to provide a free estimate & discuss moving forward
