Phone: 941-957-1040      Fax: 941-957-4600

Services

Consulting

We provide advice to management on issues related to taxes, profitability, accounting systems, and business purchases and sales. 

Taxation

We search for creative but tax strategies to lower your overall income taxes. We provide services to Individuals, LLC’s, C and S Corporations, Trusts, Estates, Partnerships, and Non Residents. We prepare returns for all States and can represent you in an IRS Audit.

Financial Statements

We offer audited, reviewed, and compiled business and personal financial statements and projections, including percentage of completion construction financial statements.  

Accounting Systems

We can make journal entries and assist you in adjusting accounting records in QuickBooks, QuickBooks Enterprise, Peachtree, MAS90 and other software accounting systems.

Estate Planning

We prepare the Estate Tax Return Form 706 when your attorney requests us to do so. We also prepare Trust and Estate income tax returns Form 1041 and related accounting work for the courts. We work as a “Quarterback” with your attorney and financial advisor, if desired, to provide a team approach to your estate plan. 

International Taxation

We prepare Form 1040NR and 1120F for European, Canadian, Asian, and Latin American clientele. We also assist with compliance with FIRPTA rules.

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