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Tax Planning & Prep

Tax legislation is an ever changing environment. Whether your tax needs are simple or complex, related to an individual or a business, or compliance or consulting, at We will do our best to provide the tax planning and preparation services that meet your needs. We assist hundreds of individuals and businesses in meeting their tax filing requirements each year. We also provide tax services for other entities including estates, trusts, and non-profit organizations.

IRS Problem Solving
Specialists

We work directly with the IRS to help you resolve any IRS problems including audits, back taxes, levies, liens and more. We'll analyze and review all available options to help you obtain the best tax settlement available.

Payroll
Established & New Business Advisory

Setting up a new business is a daunting but exciting experience! We can guide you and help you understand the financial and tax implications of your start-up decisions:

  • Am I state and federally compliant?

  • How does your business’ legal structure (S- or C-corporation, partnership, LLC, sole proprietor, etc.) affect your tax liability?

  • Which method of accounting to choose: accrual or cash?

  • How do I set a sales tax? Do I need it?

  • How do you develop a business plan and start-up budget?

  • How do you choose and configure accounting software?

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We’ll help you determine the best legal structure for your business, for tax purposes. We often help new business owners save thousands of dollars in tax liability through tax deductions and spotting deductible start-up expenses that might have otherwise been lost.

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We’ll help you apply for a Federal Tax EIN number and other federal and state permits.

We offer a payroll services designed for your small business or practice 
 
Our Paycheck Source payroll service is simplifying the lives of business owners and practitioners by delivering a reliable, personalized alternative to the national payroll providers. We offer
Bookkeeping & Accounting - Outsources

Is your business an emerging, small, medium, or large company with variable workloads? Does your business require a bookkeeper, controller, or Chief Financial Officer on a part-time basis?

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If you answered yes to any of the above questions, complete outsourced accounting may be ideal for you. Whether you are an emerging, small, medium, or large company with variable workloads, outsourced accounting services can be customized to suit your particular business needs.

 

It's no secret that the function of financial management, as well as the role of the financial manager is critical to the prospects of success for emerging and established companies.

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Being a small business owner, you have more important things to do than to keep your own books. Our Sarasota County accounting firm takes care of your books for you, so you can focus on the job of building and running your business and generating profits!

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Each month or quarter our expert accountants will do the following things for you...

  • Reconcile your bank account

  • Generate an income statement 

  • Generate a balance sheet

  • Clean up your general ledger

  • Provide unlimited consultations

 

These accounting tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

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