Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Tax Services
- Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
Bookkeeping Services
We offer a full range of accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us!
Proactive Tax Planning
The best time to save money on your taxes is four to six months before they are due, which requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
Tax Services
Personal & Corporate Tax Preparation
Defense
In a Sticky Situation? We Can Help
- Dealing with the IRS
- Entity Selection
- Payroll Services
- Estate Tax Preparation
Management
We Keep Everything Organized For You In One Place
Tools & Resources
Use These Tools to Manage Your Own Finances
Contact Us
With multiple offices around Jacksonville. We never too far away to serve your needs.
(904) 356-0349 - 255 N. Liberty Street - Jacksonville, FL 32202
"OPEN YEAR ROUND"
Monday thru Thursday 9:00am - 4:30 pm
Friday 9:00am - 3:00pm
(904) 781-3897 - 5680 Normandy Blvd. - Jacksonville, FL 32205
Opens for Tax Season Only
(904) 768-4244 - 2805 Dunn Ave - Jacksonville, FL 32218
Opens for Tax Season Only
(904) 725-3144 - 6510 Beach Blvd. - Jacksonville, FL 32216
Opens for Tax Season Only
