We work closely with each client and business, providing a tailored tax and accounting plan. We are a well-respected firm with a reputation for expertise and integrity. At CPATAX, our #1 goal is helping you keep what you earn! We really want to see our clients, their families and businesses succeed. We stay up to date with the latest tax law changes, utilize the most effective software and technology and fight for every dollar and deduction that is yours!
Businesses today need a strong network of support. Let CPATAX stand in the gap for you today! We work closely with owners to provide a tailored tax and accounting plan, advise on employee benefits and collaborate with your existing advisory team. As your Tax Advisor, CPATAX will answer questions and guide you in forming the best business entity structure to limit risk exposure and maximize tax savings benefits.
Some business owners don't have the expertise, resources or skills to maintain financial records and payroll. CPATAX will help you handle the details including compliance with Federal and State regulations.
Businesses today need a strong network of support. Let CPATAX stand in the gap for you today! We work closely with owners to provide a tailored tax and accounting plan, advise on employee benefits and collaborate with your existing advisory team. As your Tax Advisor, CPATAX will answer questions and guide you in forming the best business entity structure to limit risk exposure and maximize tax savings benefits.
Some business owners don't have the expertise, resources or skills to maintain financial records and payroll. CPATAX will help you handle the details including compliance with Federal and State regulations.
Services
Unlike most CPA's Leo is an advisor first, and a CPA second.
Having received his MBA in Entrepreneurship in 1987 and his CPA in 1989, he worked for 12 years in corporate America as a Chief Financial Officer, Controller and Director of Operations.
Recognizing there was a greater need outside of the traditional "Taxes, Bookkeeping and Payroll" functions, Leo formed Next Level CPA and Business Advisory Services.
The company grew for 17 years, until it was sold to a local CPA in Indianapolis.
In 2012, Leo took the same "outside the box" concept to the SW Florida area as CPA Tax Advisors.
Having received his MBA in Entrepreneurship in 1987 and his CPA in 1989, he worked for 12 years in corporate America as a Chief Financial Officer, Controller and Director of Operations.
Recognizing there was a greater need outside of the traditional "Taxes, Bookkeeping and Payroll" functions, Leo formed Next Level CPA and Business Advisory Services.
The company grew for 17 years, until it was sold to a local CPA in Indianapolis.
In 2012, Leo took the same "outside the box" concept to the SW Florida area as CPA Tax Advisors.
We are a well-respected firm with a reputation for expertise and integrity.
We work closely with each client and businesses to provide a tailored tax and accounting plan.
Our research team stays up to date with the latest tax law changes.
We utilize the most effective software and technologies in preparing your taxes, bookkeeping, accounting and managing client data.
When needed, we collaborate with your investment advisors, lawyers and insurance professionals to ensure you succeed in your personal and business goals.
We work closely with each client and businesses to provide a tailored tax and accounting plan.
Our research team stays up to date with the latest tax law changes.
We utilize the most effective software and technologies in preparing your taxes, bookkeeping, accounting and managing client data.
When needed, we collaborate with your investment advisors, lawyers and insurance professionals to ensure you succeed in your personal and business goals.
Last year, I started a business with two friends (an LLC) and got a federal tax ID number.
But our circumstances changed, and I had no income.
Do I have to file a tax return for a business that never existed?.
A graphic designer performed more than $600 of services for us last year, but she operates as a single-member limited liability company (LLC).
Do we still have to send her a 1099 form?.
YESThe IRS views single-member LLCs as "disregarded entities"-that is, the IRS does not view them as separate from their owner.
But our circumstances changed, and I had no income.
Do I have to file a tax return for a business that never existed?.
A graphic designer performed more than $600 of services for us last year, but she operates as a single-member limited liability company (LLC).
Do we still have to send her a 1099 form?.
YESThe IRS views single-member LLCs as "disregarded entities"-that is, the IRS does not view them as separate from their owner.
Review tax returns prepared by other members on the team and for accuracy and tax saving/planning ideas.
Review new client documentation, on-board into our system, review and analyze prior firm work prepare amended returns and correspond with IRS if necessary.
IRS correspondence and tax resolution - Ability to correspond with both IRS and client.
Ability to ascertain the client situation, inform and correspond with the client and resolve IRS issues.
Interact with clients to provide tax advisory and support - understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc.
Review new client documentation, on-board into our system, review and analyze prior firm work prepare amended returns and correspond with IRS if necessary.
IRS correspondence and tax resolution - Ability to correspond with both IRS and client.
Ability to ascertain the client situation, inform and correspond with the client and resolve IRS issues.
Interact with clients to provide tax advisory and support - understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc.
Reviews
Be the first to review Bean Counters Tax & Accounti.
Write a Review
