FAQ

How much does it cost?

After we get you “caught up” our weekly fees start out at $110 and include the following:

Unlimited Reasonable Consultation

  • Unlimited reasonable discussion of the client’s accounting and tax questions at our office or by phone.

Tax Planning

  • Annual income tax planning in the fall of each year.
  • We will keep you aware of tax law changes that affect your business.
  • We will review your prior year income tax returns.

Payroll Check Service

  • Preparation of payroll checks on a weekly, bi-weekly, or semi-monthly basis.
  • Direct Deposit of payroll checks to your employee’s accounts.
  • Debit Cards available
  • Federal and State Tax Deposit Service.
  • Preparation of Federal and State Quarterly Payroll Tax Returns.
  • Preparation of Forms W-2, W-3 and 1099’s.
  • Workers Compensation Audit Assistance

Sales Tax Service

  • Sales Tax – E-filed Monthly as required.

Accounting and Bookkeeping

  • Monthly Compiled Balance Sheet, Statement of Income and Expenses, and Bank Reconciliation.
  • Journals and General Ledgers.
  • Preparation and maintenance of your depreciation schedules.

Tax Preparation

  • Preparation of your Federal Corporate, Partnership, LLC, or Proprietorship Income Tax Return.
  • Preparation of your Tangible Personal Property Tax Return.
  • Preparation of your Florida Uniform Business Report.

So for less than the cost of a part time employee, you get all of the services listed above plus the expertise of a CPA firm.

PLUS, we have saved many of our existing clients the entire cost of our services by our “tax cutting” suggestions.

We do not want to make false claims or promises, so we cannot make this a guarantee, however it has happened in the past and it could happen for you!

What do you mean “Get Caught Up?”

If you are an existing business, we need a good “starting date” to begin our services. We go back to your last tax return or your most recent “Accountant Prepared” financial statement as the “starting date”. In other words, if it is June of this year and your last tax return was prepared in December and you have had no accounting work done for six months…we need to go back to the end of December and get your books “caught up” through June.

Why Monthly and not Quarterly or Annually?

Think about it.

Accounting transactions occur on a monthly basis. Just like there are 24 hours in day, or seven days in a week, there are 12 accounting periods in a year. You get your electric and phone bill on a monthly basis. You pay your rent on a monthly basis. You receive your bank statement every month. You get your credit card statement every month. You send out statements to your customers every month. For these simple reasons, your accounts should be reconciled or “touched” on a monthly basis.