Services

The firm supports all levels of bookkeeping for our clients from true write-up (input of client source records to produce a completed financial statement.) to performing all accounting procedures including bank and credit card reconciliations, adjustments, corrections and reclassifications of accounting transactions resulting in the final preparation and assembly of  financial statements.

Tax Compliance
We prepare all types of federal and state tax returns and monitor tax filing deadlines for the following types of returns:

  • 1040- Individual income Tax Returns
  • 1041- Income Tax Return for Estate & Trusts
  • 706- Federal Estate Tax Return ( as well as State inheritance tax )
  • 1120- Corporate Income Tax Return
  • 1120S- S Corporation Income Tax Return
  • 1065- Partnership Income Tax Return
  • 941- Quarterly Payroll Tax Return
  • 940- Federal Unemployment Tax Return
  • UCT-6 Florida Quarterly Unemployment Tax Return
  • State of Florida Sales Tax

Quickbooks® Professional Support
Quickbooks® accounting software has become the preferred system for small business bookkeeping and payroll management. We are a Quickbooks® Professional Advisor and provide all levels of support including, phone support, on-site set up and training for clients on a monthly, quarterly or annual basis. Our firm provides QuickBooks Online  and Desktop support along with QuickBooks Payroll compliance services as well.

Write Up

The firm supports all levels of bookkeeping for our clients from true write-up (input of client source records to produce a completed financial statement.) to performing all accounting procedures including bank and credit card reconciliations, adjustments, corrections and reclassifications of accounting transactions resulting in the final preparation and assembly of  financial statements.

Payroll Services
We prepare federal and state tax returns, including 941, W-2/W-3 and 1099/1096 forms using client records or a Quickbooks® Online or Desktop files. We will prepare Florida sales tax applications and returns. We monitor due dates for clients who have engaged us for payroll tax returns or sales tax returns.

Tax Planning
Our philosophy as your tax adviser is to be pro-active and to present appropriate tax savings advice and opportunities for you as they come to our attention. However, we do provide formal tax planning services, including the preparation of quarterly, semi-annual and annual tax projections, and tax payment calculations and recommendations.

Trust and Estate Services
In addition to preparing all types of trust and estate returns, we provide customized services for trusts and estates including trustee services for ILET and successor trustee services for individual trusts. We do trust accounting on an annual, semiannual or quarterly basis. ( We also provide these services for guardianships.) For estates, we will calculate the 1040 and 1041 income split for the year of death, and provide these services for probate estates and decedents trusts.

Professional Support Program
Unique in the industry, we provide a wide variety of support services to other professionals on an as-needed basis. We will act as a back-office for attorneys, CPA’s, enrolled agents and other tax preparers and professionals. Acting upon the instructions of the professional with respect to client contact, billing and process, we protect and maintain your client relationship while expanding the range of services you can provide. Most importantly, we will provide tax planning and tax preparation services to clients on a quarterly, semi-annually or annual basic. For C corporation clients, especially those who are personal service corporation we will calculate the year end income-zeroing bonus for clients who engage is to do so. Sign an engagement letter with the professional, outlining the scope of services and guaranteeing not to solicit you or refer out your client for services in competition with those that you offer during the course of the engagement.

  • Kovel letter services under attorney
  • Trust and guardianship accounting
  • 706 Preparation
  • 1041 Preparation
  • 1040 Preparation
  • SS-4, 2553 and 8832 Preparation
  • Probate and trust support
  • Registered Agent Services

Registered Agent Services
We will serve as registered agent for any Florida corporation, limited partnership or LLC who engages us to do so. An annual fee applies for each corporation for whom we are registered agent of record as reflected on the Florida Division of Corporation database as of  Feb. 1 of each calendar year. The annual fee is $150.00 per calendar year.