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SERVICES |
Income Tax Preparation and
Planning: Prepare Federal and state Individual,
corporate, partnerships, estate and trust tax returns. Tax
planning for individual and corporate clients To Maximize
income and Minimize income tax liability.
Business Consulting:
Consult with business owners to
work smarter instead of harder by assessing internal
controls, employee requirements, expansion needs,
Incorporating, and other business needs.
Bookkeeping and Payroll
Preparation:
Prepare monthly bookkeeping for clients and provide
clients with compiled financial statements, analyze those
statements to advise the client on day to day operations,
and planning for the future. Prepare federal and state
quarterly payroll reports for reporting requirements.
Financial Statement Compilation
and Reviews: Prepare financial statements for
clients in various formats such as with footnotes or with
out footnotes, for just the balance sheet or balance sheet
income statement and cash flow statement. A compilation is
limited to presenting in the form of financial statements
information that is representation of management and a
review consists principally of inquires of company
personnel and analytical procedures applied to financial
data.
Estate Planning:
Advise clients on ways to avoid estate taxes, setting up
trusts, naming assets in trust, gifting programs, setting
up family limited partnerships, charitable remainder unit
trusts and charitable remainder annuity trusts.
Condominium Audits and Reviews:
Audit or review condominium associations as required by
the by laws. Give an opinion on the financial statements
as they relate to generally accepted accounting
principles.
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12610 World Plaza Lane
Fort Myers, Florida 33907
Call 239-275-9997
Fax 239-931-9186
Click to Send Email
Office
Hours
Monday-Friday
9am-5pm
Serving
Southwest Florida |
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