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Business Tax

With today’s complex and changing business tax environment, transparency is key. Remote environments and e-commerce have increased tax requirements and complexity.

Public Tax

Tax regulations for individuals continue to change, resulting in an increasingly complex tax environment. We can assist individuals in understanding their tax provision and comply with tax laws.

Accounting & Controllership

With the changes and complexity of the current business environment, it is more important than ever for businesses to maintain accurate records. Changes for remote working has also increased the need to review risks for operations and procedures. We help businesses maintain accurate books and reviews of the company’s financial structure.

Business Tax Services

Tax Preparation

Prepare and file federal and state returns. Review of state nexus filing requirements and federal and state elections.

Tax Planning

Quarterly reviews for business tax benefits and strategies. Review for key risks and strategies/controls for businesses to adopt for success in an unpredictable environment.

Sales Tax Returns

Prepare and file state returns. Review of state nexus filing requirements and state elections.

International Tax

Prepare and file federal forms. Review of federal filing requirements and opportunities/strategies for businesses.

Individual Services

Tax Preparation

Prepare and file federal and state returns. Review of state and federal filing elections and requirements.

Tax Planning

Quarterly reviews for individuals for tax benefits and strategies. Provided advisory support, tax risk review and compliance.

Wealth Transfer Planning

Advisory consulting for wealth transfer planning, including business exit strategies for business owners.

Accounting & Controllership Services


Data entry and account reconciliation. Includes monthly or quarterly financials and required journal entries.

Cash Flow Analysis

Review and a detailed analysis report of the company’s cash flow and current financial standing.


Manages account payables and receivables. Data entry and account reconciliation. Quarterly cash flow analysis report on the company’s financial standing. Reviews current contracts with vendors. Reviews company’s current operating procedures. Reviews financial statements with management monthly or quarterly.

Review and Compilation Reports

With the demand of transparency, requests for a compilation or review report are increasing. We help business owners comply by offering the service of a compilation or review.

Let’s Get Started

We help people achieve their financial goals!

(727) 525-9723


4821 Central Avenue
St. Petersburg, FL 33713


  • Monday: 9am – 5pm
  • Tuesday: 9am – 5pm
  • Wednesday: Closed
  • Thursday: 9am – 5pm
  • Friday: Closed

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