Services

Accounting Advisory Services

Accurate And Dependable Accounting You Can Trust.

Our firm provides remote, cloud-based accounting and bookkeeping services in order to ensure that you receive timely monthly reporting.

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Monthly financial and management reports

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Account Receivable Services

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Account Payable Services

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Payroll Services

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Budget Preparation Services

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Financial Projections and Forecasts

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Wealth Management Solutions

Tax Services

High Profit And Low Taxes Through Comprehensive Tax Planning.

We offer a wide range of comprehensive and thorough year-round tax assistance for individuals and businesses in Boca Raton, South Florida, and Nationwide.

Our tax services include:

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Tax Reporting & Strategy

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Federal Corporate Tax

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Partnership Tax

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Sales Tax

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Individual Tax

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Tax Accounting

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State Corporate Tax

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Payroll Tax

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State and Local Tax

Accounting Software Consulting

Maximize Quickbooks Features For Efficient Financial Management.

We provide QuickBooks training and assistance for your businesses and your staff. We can help you track your financial data and organize your paperwork through Quickbooks.

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Perform analysis to assist in selecting the appropriate version of QuickBooks for your business

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Install QuickBooks software

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Customized training for staff members to educate and improve functionality and performance

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Effectively use classes, items, and chart of accounts

Compilation & Review Services

Financial Statements & Reviews Prepared By Expert Accountants

Our Team leverages their professional experience and industry knowledge to meet today’s professional standards by providing clear cut business solutions for your accounting and tax service needs.

Compilations

Our compilations involve gathering company financial data and formatting it into a properly structured set of financial statements.

Reviews

Our financial reviews are administered in line with the guidelines set in the Statements on Standards for Accounting and Review Services (SSARS) issued by the AICPA. Our compliance review services deliver limited assurance that an organization’s financials have not been misstated.