The Business Tax Institute
About
We are Enrolled Agents and in addition to all tax and accounting services we specialize in representation for business involved in Sale Tax Audits in Florida.
We maintain a personal almost family relationship with our clients.
Sam has over 50 years experience including 15 as financial officer for a university and 15 as a supervisor of auditors for the Florida Department of Revenue. Sam teaches CPE sessions and is a member of the National Association and Florida Society of Entolled Agents as well as a member of the National Association of Tax Professionals and has taught Auditing, Statistical Sampling and tax law
Troy has over 15 years experience and 5 more as an educator
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Tax Clients
Interview and review of past returns
Accounting Clients
Review business operation and current accounting system
Compliance Audit Clients
Review all transactions to be in audit population
What education and/or training do you have that relates to your work?
Enrolled Agents
Do you have a standard pricing system for your services? If so, please share the details here.
Taxes are by the schedule with pre set pricing
Accounting is monthly or quarterly based upon estimat of time requirements
Auditon is minimum plus hourly rate depending on when we are engaged in the audit process
How did you get started in this business?
Worked for CPAs
What types of customers have you worked with?
Professionals
Retailers
Manufacturers
Contractors
Food and Beverage
Describe a recent event you are fond of.
Saving audit clients in excess of $150.000.00 in tax assessment
What advice would you give a customer looking to hire a pro in your area of expertise?
Always intervies the potential professional and check the credentials