SERVICES

Income Tax Services
With over 30 plus years experience in Tax Planning, Preparation and Representation, we can help you with your taxes. Whether it is individual, business, estate or trust, we can help. We prepare Federal, Florida and non-Florida returns, and using professional computer software to ensure accuracy.

IRS Representation
Don't you just hate it when on Friday night, you get home and find a letter from your favorite "uncle"? Then inside you find that friendly, "nice try, but..."

You've heard about the lawyer who has a fool for a client? (Himself) The same is true when you are dealing with the Internal Revenue Service.

Seek professional help before you respond to that notice! What could be a traumatic nightmare for you is just another day at the office for us.

We are not from the Government, but we are here to help you!

Consulting Services
Our 37 years of experience will be invaluable to you when contemplating a business change or Quicken, Quickbooks advisor for your home and business.

Estate & Gift Tax Services and Planning
Do your eyes glaze over when your lawyer starts talking about Unitrusts, Credit Shelter Trusts, QTIPs, Pour Over Wills and such? Would you like a translation in plain English? You are not alone! You can pay substantial fees for great Estate Planning Documents and then be unsure of what you have or what would happen at your demise.

Let us review your Estate Planning Documents and tell you what they mean.

Personal Financial Planning
Do we do Personal Financial Planning? Well, not like your stockbroker, insurance broker or investment advisor. They all have one thing in common. They sell products.

Real Personal Financial Planning involves a wide variety of subjects. A comprehensive plan should be something that evolves over time. So rather than have a "one size fits all" program, we prefer to work in a micro-plan environment addressing your specific needs.

Whether its education, risk management, wealth accumulation, retirement, portfolio diversification or good old fashioned budgeting, we can help.

Compilations and Reviews
CPA's can perform three levels of service on your financial statements. In ascending order of complexity they are compilation, review and audit.

Compilation - A compilation is limited to presenting your information in the form of Financial Statements. We don't ask questions or check out the details, we just make the statements look right.

Review - A review consists principally of asking questions and analyzing your data to see if anything seems out of line. We don't do any independent verification or detailed analysis as we would in an audit. Our report says, in effect, we gave it a quick look and didn’t see anything wrong.

Audits - Due to our limited size and time constraints, we made a decision not to accept audit engagements. We can, of course refer you to auditors and assist you in preparing for them.