TAXES & ACCOUNTING

The number one reason to hire us: We’re good with numbers.

Taxes can certainly be a vexing issue that can weigh heavily on you. Perhaps you’re not sure if you have all the right documents, what forms to file, or if you’re missing any deductions. And doing for taxes online may just not be your thing. We understand.

Keeping up with all the accounting needs of a business can also be a burden, especially when you’re busy managing everything else.

Think about how freeing it would be to have your monthly financials up-to-date each month and have our experienced team alleviate the hassle of filing your taxes each year on your own. We have the knowledge and experience to handle everything for you.

Our tax and accounting services include:

  • Individual and small business tax preparation
  • Corporate tax preparation
  • 1099/1096 filing
  • Bookkeeping
  • Accounts receivable/accounts payable
  • Payroll
  • Advisory auditing
  • Additional CPA services

Tax preparation

It’s essential to prepare your taxes correctly. If you’re not a seasoned tax professional, you might not realize all the tax savings you can take advantage of. Many people make the mistake of filing their own taxes and leaving money on the table. We can help you file personal and business tax returns to ensure that you are tax compliant and saving as much money as possible.

Tax consulting

Our strategy is to help you pay the least amount possible while still remaining tax compliant, but at the same time, prepare your taxes in a way where you still appear to be lendable to banks. In our experience, not all CPAs do this. They just fill out the forms.

The truth is, many times people file their taxes in a way that makes it look like they can’t afford the mortgage payments. Our approach can be extremely useful if you’re in the market for a second home or a rental property. This is particularly important if you want to qualify for a mortgage or are trying to expand your business.

Additionally, if you have questions about affordability, credit or income, we can find the answers you’re looking for and help ensure that you are well-informed.

Notary services

We have an on-site notary that can notarize your important documents, whether it’s a business contract, bill of sale, will, trust, affidavit or another document that requires notarization. s.

Sales tax services

We can help you manage and meet your sales tax obligations and prepare sales tax returns in a timely, efficient manner.

Business entity selection

Business entities include LLP, LLC, sole proprietorship, partnership, corporation and others. The one you choose for your business can have serious financial and tax implications, so it is imperative to make the right choice. We can help you understand the different options so you can make a well-informed decision.

We understand how the latest federal, state and local tax legislation and other developments may affect you and your business and will work diligently to identify and implement strategies for mitigating your tax liabilities.

Important IRS links

Serving clients nationwide and throughout Tampa Bay, including

  • East Lake
  • Tarpon Springs
  • Palm Harbor
  • Holiday
  • Trinity
  • Dunedin
  • Pinellas
  • Westchase
  • Keystone