Tax Preparation and Business Services

We offer a winning combination of proactive tax strategies and powerful accounting solutions.


Request Free Consultation

Our Services

Choice of Entity Planning

If you are starting a new business, selecting the right structure for the business entity is a critical decision in forming a business.

Bookkeeping and Accounting

We offer full-service accounting services so that you can focus on growing your business!

Tax Planning

We provide tax advisory and consultation for you on the tax issues you may face, and are committed to providing solid tax advise supported by experience and extensive research.

Tax Preparation

Our full-service tax advisory service includes preparation of individual, partnership, corporation, nonprofit, trust and estate taxation, and defined benefit plans. We also assist with sales tax registration and filings.

IRS representation

We have represented clients before several different taxing authorities. When it comes to understanding the audit, knowledge of the tax law is vital.

Payroll Services

We offer full-package payroll services that covers new hires, payroll processing, direct deposit, payroll tax payments, and payroll tax returns.

Special Engagements

Don’t see a service that meets your specific needs? Our firm offers a variety of services unique to our clients’ needs and circumstances. Give us a call and we will let you know if we can assist you.

QuickBooks Consulting

As certified QuickBooks ProAdvisor’s, our team offers one-on-one training, initial setup, and any other operation assistance you and your team might need.

Audit & Attestation Engagements

Our professionals stay current with industry standards and offer services including compilation, review, and auditing of financial statements.


Types of Industries Serviced by our Firm

Nonprofit Organizations
Physicians
Manufacturers
Retail Merchandising Firms
Mortgage Brokers
Auto Dealerships
Software Developers
Legal Firms
Retail
Insurance Agencies
Real Estate Agencies
Restaurants
Hotels and Motels
Construction-Comercial and Residential
Condominium and Homeowner Associations
Professional Service Organizations

Resources


Business Start Up Information

So, you want to start a business? There are many steps to make, but the most important step is to contact your CPA for guidance. There are many decisions to make, and the following information is being provided only to assist the individual with sufficient knowledge of starting and operating a business. Please seek the advice of an accountant and an attorney before you begin.

1. Choosing an Entity

There are different types of entities available. Please contact your CPA and your attourney to discuss the advantages or disadvantages of each choice.

Sole Proprietorship · Corporation · S-Corporation · Partnership · LLC

2. Picking a Name
3. Fictitious Name Application
4. Employer ID Number
5. S-Corp. Election
6. Occupational License & Zoning

See your local office.

8. Sales Taxes
9. Federal Payroll Taxes

See your accountant for more information

10. State Payroll Taxes

See your accountant for more information

11. Federal Income Taxes

Depends upon the type of entity. See your accountant for filing requirements.

12. State Income Taxes

Depends upon type of entity. See your accountant for filing requirements.

13. Insurance

General Liability, Professional Liability, and Workmen's Comp. Please see your insurance agent to obtain any necessary policies.


SmartVault Instructions

Protecting our clients’ private information is our number one priortiy. Emailing and faxing documents can put your personal information at risk. Please send us your documents through our secure portal SmartVault. SmartVault allows you to upload your documents, view tax returns we have prepared for you, and lets you e-sign documents. Creating an account only takes a few minutes.


Contact Us

  • 160 McLeod Street

    Merritt Island, FL 32953

  • Phone: (321) 454-2266

    Fax: (321) 454-2288

  • Give us a call to schedule a free consultation!

  • Hours:

    Monday-Thursday: 8AM-5PM

    Friday: 8AM-12PM


Our building is located in historic Merritt Island just off of Courtenay Parkway

Placeholder