Filed correctly, planned in advance.
We prepare individual and business returns with next year's numbers in mind — quarterly estimates, entity structure, and timing decisions are part of the conversation, not an add-on invoice in April.
- Individual returns (Form 1040)Wages, self-employment, rental, and investment income.
- Business returns (1120, 1120-S, 1065)C-corps, S-corps, and partnerships.
- Quarterly estimated paymentsCalculated and scheduled so April isn't a surprise.
Books that make tax season uneventful.
Monthly or quarterly bookkeeping, reconciled against your bank and credit card statements, so the numbers you're looking at mid-year are the same ones that show up on your return.
- Monthly & quarterly bookkeepingGeneral ledger maintenance and categorization.
- Bank & credit card reconciliationEvery transaction matched, every month.
- Catch-up bookkeepingBehind a year or two? We rebuild the books from source documents.
Statements that hold up outside your own office.
Balance sheets, income statements, and cash-flow reports built to a standard that satisfies lenders, partners, and prospective buyers — not just an internal spreadsheet.
- Balance sheets & income statementsPrepared on a consistent, GAAP-informed basis.
- Cash-flow reportingUnderstand where cash is actually going, not just profit on paper.
- Lender & investor-ready packagesFormatted for the audience that's going to be reading them.
Scoped to exactly what your bank or board needs.
Reviews, compilations, and agreed-upon procedures engagements — the right level of assurance for the audience asking for it, without over-scoping the work.
- Financial statement reviews & compilationsFor lenders, boards, and licensing requirements.
- Internal control assessmentsIdentify gaps before they become findings.
- Agreed-upon proceduresTargeted testing scoped to a specific question.
A sounding board for the decisions that don't fit on a return.
Entity structure, owner compensation, hiring, and cash-flow planning — the conversations that happen between filings, when the decisions actually get made.
- Entity structure & S-corp electionsIs your current structure still the right one?
- Cash-flow & budgeting guidancePlan for slow months before they arrive.
- Owner compensation planningBalance salary, distributions, and tax exposure.
Payday handled, filings included.
Payroll processed on schedule with the federal and Florida filings handled alongside it, so payroll compliance never becomes a separate fire drill.
- Payroll processingDirect deposit setup and recurring runs.
- Payroll tax filingsForm 941, 940, and Florida RT-6 handled on schedule.
- W-2 & 1099 preparationYear-end forms prepared and filed on time.
Four steps, start to finish.
Discovery Call
A short conversation about what you need and where your books currently stand.
Scope & Engagement
A clear engagement letter — what's included, timeline, and fees, before any work begins.
Work & Filing
Returns prepared, books reconciled, or reports built — with questions answered as they come up.
Year-Round Access
Ongoing access to your CPA for planning questions, not just at filing time.