If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Certifying Acceptance Agent for ITIN

A Certifying Acceptance Agent is a person or an entity who, pursuant to a written agreement with the IRS, is authorized to assist  foreign individuals and their dependents who do not qualify for a Social Security Number but who still need an Individual Taxpayer Identification Number (ITIN) to file a federal tax return and other tax schedules. The Certifying Acceptance Agent facilitates the application process by reviewing the necessary documents, authenticating the identifying documents (such as a passport), and forwarding the application and attachments to IRS for processing.  This eliminates the applicant’s requirement to send in original documentation to the IRS.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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IRS Representation

Dealing with the IRS can be an intimidating and complex process .  If you receive a notice from the IRS, we will assist you with understanding the notice and prepare an appropriate response. If necessary, we can provide representation before the IRS on your behalf to handle the issue.

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Notary Public

A Notary Public can help you to manage various business and personal matters, including witnessing and authenticating document execution and signatures, such as Powers of Attorney, Wills, Medical forms, VIN Verification for motor vehicles, etc.  We offer Notary Public services and are available when you need us.

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Notary Signing Agent

Notary Signing Agents are NNA Certified, Background screened, Bonded, and Insured to conduct mobile loan closings, including new home purchase, refinance, home equity loans, reverse mortgages, etc. in the State of Florida for nationwide lenders, mortgage brokers, signing services and title agencies.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!