Services

Accounting services for the business of life.

From your annual tax return to the financial reporting behind your business, get support that starts with understanding what you need.

Who we work with

Businesses, individuals, and broker-dealers.

  • Broker-dealers
  • Small and mid-sized businesses
  • Individuals and families
  • New business owners

Tax & accounting

Day-to-day finances, filing season, and the decisions in between. We work with individuals and businesses year-round, with attention to your circumstances and the questions that matter to you.

Discuss Your Needs

Tax preparation & planning

Individual and corporate returns, with planning that starts well before filing season, plus estate and trust planning.

Accounting, bookkeeping & payroll

Day-to-day bookkeeping through the trial balance, financial statements (balance sheet, income statement, and cash flows), payroll, including wages, bonuses, and deductions, and QuickBooks support.

New business start-up & QuickBooks

Help choosing between an LLC, partnership, or corporation, getting incorporated, and setting up QuickBooks, with hands-on training so you can run it yourself.

IRS issue resolution

Help with penalties, IRS audits, back taxes, liens, and levies, including representation before the IRS.

Audit & assurance

When someone else needs to rely on your numbers.

Lenders, owners, investors, and regulators each need a different level of assurance. We’ll help you figure out which one fits.

01

Broker-dealer audits

Annual audits and related 17a-5 reporting from a PCAOB-registered firm with more than 30 years in the practice.

Explore broker-dealer audits
02

Financial statement audits & reviews

Audits and reviews of financial statements under U.S. GAAP, plus financial statement preparation, for lenders, investors, and owners.

Explore financial statement audits
03

Compliance & exemption reports

Examination and review work on the compliance or exemption report that accompanies a broker-dealer’s annual filing.

See how an engagement works
Starting something new

Build sound habits from the beginning.

A new business is easier to run when the books are set up right on day one. We help with entity decisions, registrations, QuickBooks setup, and the routines that keep you organized as you grow.

Common questions

Don’t see yours here? Call us at (407) 740-7311.

Both. We prepare individual returns and help with personal tax planning, as well as serving businesses of many sizes.

Yes. Send us a copy of the notice and we’ll talk through what it means, what’s needed, and what happens next.

Yes. We help new businesses get set up correctly and support ongoing use for established ones.

It depends on the scope of the work. We’ll talk through what you need and agree on the engagement before work begins.