About
Our firm provides services in the areas of Audit, Accounting and Tax. We perform Compilations, Reviews and Audit Engagements. We can handle your outsourced monthly accounting process or review your monthly financials for advising on profitability. Most of all we certainly love helping our clients save big dollars on taxes through proper tax planning. Ultimately, the value we provide makes the difference to your bottom line results. Call or e-mail us now for a free strategy session.
You will meet directly with an experienced Certified Public Accountant (CPA) with a demonstrated history of working with the Construction, Real Estate & Manufacturing Industries as well as a strong background in Accounting for Federal Contracts. Our accounting background transcends into adding value to your bottom line, give us a call and let us help you reach where you want to go.
Specialties
Special tax situations
Employment status
Filing status
Reviews
Gerard K.
Frequently asked questions
What is your typical process for working with a new customer?
We serve the general public with any topic related to accounting, tax preparation, tax planning and auditing.
What education and/or training do you have that relates to your work?
Both CPA's on staff have a Bachelor's Degree in Accounting. The Managing Partner has a Master's Degree in Finance and both CPA's are Certified Public Accountants Licensed in Florida and in Puerto Rico with over 20+ years of experience in Accounting and Taxes each.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is subject to the needs of the client and our pricing is based on the value pricing that we provide our clientele. Our pricing is transparent and fair, but is also kept confidential in order to protect our intellectual property on pricing.
How did you get started in this business?
We started entrepreneurship back in 2001 and we love it!
What types of customers have you worked with?
Varied small to medium sized businesses and many individual high net worth clients, to many individuals with basic tax needs in seek of a professional.
Describe a recent event you are fond of.
Always having your client's best interest at heart!
Very rewarding!
What advice would you give a customer looking to hire a pro in your area of expertise?
Always, hire a pro or a CPA who is willing to listen to you. Many CPA's nowadays are so busy that they don't stop and listen to their clients wants or needs. They are overconfident that they will never lose the client and that's where we come in. We listen to our clients and we diagnose your problems and help you solve them!
What questions should customers think through before talking to pros about their needs?
Do you want to work with a professional that can help you reach your goals, save money on taxes, and help you get to the next level? Call us for a consultation!