Our CPA Firm in Jacksonville, FL offers a variety of tax preparation, accounting, and bookkeeping services.

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients a personalized quality service.

Below, we have listed the services that we offer to our clients along with a brief description.


Accounting Services

Click to learn about our Bookkeeping / Write-up, Reviews & Compilations and Payroll Services


Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.


Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on two levels of assurance:

• Review – some analytical procedures conducted with limited assurance

• Compilation – based upon client information provided and used primarily for internal use.


Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm offers full-service payroll, complete with direct deposit, employee portals, payroll tax payment and payroll tax processing. If you do not need full-service payroll, we offer after-the-fact payroll services as well, including payroll tax calculation and payment, quarterly and year-end payroll tax filings, and year-end payroll review.


Consulting Services

Click to learn about our Business Entity and Estate Planning Services

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.


Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Tax Services

Click to learn about our Estate & Trust Tax Preparation, IRS Representation, Sales Tax, Tax Planning and Tax Preparation Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.


Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.


Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new ‘de~elopments in the tax laws to minimize both your current and future tax liabilities.


Tax Preparation

Our significant investment in computerized tax, preparation and research software enable us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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