Audits, Reviews and Compilations
Accounting and Bookkeeping
Business Planning and New Business Formation
International Taxation or Foreign Representation
QuickBooks Consulting and Assistance Tax
Tax Planning and Preparation
IRS Representation
Accounting and Bookkeeping
for Individuals and Businesses
- Monthly, quarterly or annual bookkeeping
- Account allocation to appropriate income and expense accounts
- Bank statement reconciliation
- Credit card statement reconciliation
- Payroll and electronic payroll tax depository services
- Year-end reports and financial statements
- Payroll and sales tax compliance services including completion of forms such as 941, 940, UCT-6, 1099, W-3 and W-2
Audits, Reviews and Compilations
We provide audit services to large, medium and small-sized companies. Each audit results in an independent opinion on the integrity of the financial information being presented and establishes the reliability on the means by which it is reported. In addition, our firm also conducts compilations, reviews and agreed-upon procedures of financial statements in instances when an audit is not required.
International Taxation and Foreign Representation
South Florida is a diverse community of nationalities from all over the world. Our firm can help you navigate through the complex tax issues you or your business may face. Our services may include:
- Accounting and financial statements
- Tax planning and tax return preparation
- Legal entity structure planning for international operations
- International entity reorganizations
- IRS audit representation
- Tax residency determination
- Investment by U.S. residents in foreign real estate
- Expansion of U.S. businesses to other countries
- Tax treaty issues
- Other matters requiring tax consulting
QuickBooks Consulting
and Assistance
Our firm offers assistance and consulting to small businesses and organizations that use the QuickBooks accounting software.
QuickBooks is the leading small business accounting software program that can help you save time and money. We offer QuickBooks help with installation, set-up, training, custom reports and on-going support to assist your organization’s personnel.
IRS
Representation
Our firm can assist you in matters with the IRS, including matters concerning IRS notices, back
taxes, penalties or disputes with the IRS. Our firm is experienced in negotiating tax debt settlements.
We can help with issues including:
- Settlement options
- Liens and levies
- Filing delinquent taxes
- Wage garnishment
- Audit assistance
- Resolution of tax disputes
- Installment agreements
Tax Planning and Preparation
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, and analysis allow us to optimize financial opportunities. Our assistance includes but is not limited to the following:
Individuals
Partnerships
Estates
Corporation
Trusts
Entity Selection
Non-Profit
Organizations