We offer a broad range of services for small business owners, independent professionals and individuals. We are NOT your traditional accounting firm. Yes, we can talk tax code, internal control procedures, and debits and credits with the rest of them. But is that what you really need? Our experience tells us that you need advice that can be used to ease your annual tax burden, tools to effectively manage cash, processes that allow you to step back from administrative tasks, and a professional advisor you can count on.
We seek to establish a comfortable working relationship with each client. We decipher complicated tax and accounting issues into terms you can use to make decisions. We are focused, driven, and strive to better ourselves while extending the boundaries of what can be accomplished for ourselves and our clients using the latest technology to achieve the greatest efficiencies.
I am excited to share my knowledge and twenty years of accounting experience with my clients. My career began working locally as a bookkeeper while attending Central Florida Community College.
We seek to establish a comfortable working relationship with each client. We decipher complicated tax and accounting issues into terms you can use to make decisions. We are focused, driven, and strive to better ourselves while extending the boundaries of what can be accomplished for ourselves and our clients using the latest technology to achieve the greatest efficiencies.
I am excited to share my knowledge and twenty years of accounting experience with my clients. My career began working locally as a bookkeeper while attending Central Florida Community College.
Services
We offer a broad range of services for small business owners, independent professionals and individuals.
Securely upload your documents to us and easily access your tax returns and financial records.
I know that I am not a big business or huge account but I love that you treat me like I am important.
Thanks for everything Leticia!
Securely upload your documents to us and easily access your tax returns and financial records.
I know that I am not a big business or huge account but I love that you treat me like I am important.
Thanks for everything Leticia!
We offer a broad range of services for small business owners, independent professionals and individuals.
Planning is crucial to minimizing the estate tax.
We can educate you on your options and assist you in creating and carrying out plans that accomplish your long term goals.
Whether the estate had extensive or minimal pre-planning, we are knowledgeable and experienced in applying estate tax laws to achieve the maximum tax savings available to the estate.
We will work with you and your attorney to educate you on the implications of the will and trust documents in place and ensure that all assets are properly reported and accurately valued, and provide guidance for taking reasonable positions on deductions and discounts.
Planning is crucial to minimizing the estate tax.
We can educate you on your options and assist you in creating and carrying out plans that accomplish your long term goals.
Whether the estate had extensive or minimal pre-planning, we are knowledgeable and experienced in applying estate tax laws to achieve the maximum tax savings available to the estate.
We will work with you and your attorney to educate you on the implications of the will and trust documents in place and ensure that all assets are properly reported and accurately valued, and provide guidance for taking reasonable positions on deductions and discounts.
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