Office space.png

BUSINESS SOLUTIONS

SOLUTIONS DESIGNED FOR THE SMALL BUSINESS OWNER

ABOUT US

We are a family-owned accounting firm based in Florida with over 15 years of accounting, tax and financial experience. We specialize in helping small business owners proactively plan for their financial future by assisting them with the organization of their financials, helping them to understand their financial information, and advising them on options to minimize tax liabilities and maximize profits.

Our Services

SOLUTIONS DESIGNED FOR THE SMALL BUSINESS OWNER

Advice Icon.png

ADVISORY SOLUTIONS

BUSINESS INSIGHT REVIEWS
FINANCIAL COACHING
SUCCESSION PLANNING

TAX SOLUTIONS

TAX PLANNING
TAX PREPARATION
TAX RESOLUTION

Accounting Icon.png

ACCOUNTING SOLUTIONS

PAYROLL SETUP & PROCESSING
SALES TAX FILING
BOOKKEEPING

TAX PLANNING

Dedicated to providing customized tax planning, accurate tax preparation and competent IRS Tax Resolution

Young Business Colleagues

PLANNING

A review of

your tax position

and making

recommendations for how much you can save

with proactive tax planning strategies.

Young Businesswomen

IMPLEMENTATION

Once we complete the tax

plan, we will present to you

anywhere from 1-25+

strategies depending on the

circumstances.

Business Plan

QUARTERLIES

Keeping up with the

compliance to ensure the

savings are defendable, and

realized in the returns, is where

tax planning gets finalized.

Business Meeting

PREPARATION

At this point, we can actually

calculate what your final tax

payment will be and compare

it to what you would have paid

without doing proactive tax

planning.

WE'RE COMMITTED TO YOUR SUCCESS