We are a women-led firm that specializes in tax preparation and planning. We offer an array of services to fit your needs, whether it's compliance or planning future financial moves.
Form 1040 and all accompanying schedules and forms.
Form 1065 (Partnerships), Form 1120 (C-Corporations), and Form 1120S (S-Corporations) and all accompanying schedules and forms. May also include a tangible tax return for the county your business is in.
Form 1041 and Form 706 and all accompanying schedules and forms.
Reviewing QuickBooks on a monthly or quarterly basis. We will make any necessary journal entries and code classifications and advise you of other changes that may need to be made. This could include account reconciliations, fixed asset record maintenance, general ledger reviews, and more.
Prepare monthly, quarterly, or as-needed financial statements to see the bigger picture of your business.
Anticipate tax liability and payments necessary based on expected activity and what-if scenarios.
Filing Form 1099s, W-2s, annual Tangible Property Tax Returns, and more to ensure you're in compliance with IRS and state regulations.
Discuss what entity type your business should be, register with Sunbiz, and obtain an EIN from the IRS. This does not include legal documents such as operating agreements, which should be discussed with a lawyer.
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