About
Corona (Covid-19) Small Business Guidance. Our firm can assist you with any questions you have regarding the up to the minute updates and available assistance regarding the Corona (Covid-19) financial relief.
Our firm specializes in individual and small to midsize business tax accounting. We are well versed in the new tax laws helping to advise our clients with the plans they need to make today to be prepared for the future. In addition we specialize in small to midsize business bookkeeping, helping our clients to establish a tailored reporting system which is the foundation of every successful business. We are full service firm available to consult, advise, and assist our clients with any financial related assistance needed. We have established ourselves as a leader in the market by offering the highest level professional services at rates lower then our competitors. In addition we make our Clients our number one priority at every level and unlike our competitors are available 24/7 - 365. We realize most issues arise well before and after the business day ends. We look forward to serving you!
We were established in 2015 with the mission to help our clients maximize wealth while minimizing tax liability. The firm was created to offer our clients dedicated 24/7 service. Over our first four years in existence we have established ourselves as a team of ex CFO's and Controllers offering Professional Tax Accounting and Bookkeeping Services at rates well below our competitors.
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Frequently asked questions
What is your typical process for working with a new customer?
Unlike other firms we are available 24/7 to answer any questions are valued clients have regarding their business, personal finances, or taxes. We understand that most issues arise well before 8:00 am and well after 6:00 pm. Our clients typically submit their requested tax documents via email. We process the returns and express mail a package back to them within a few days. We work closely with our new business clients to build an incredible reporting system tailored to their individual business needs.
What education and/or training do you have that relates to your work?
I have my Master's in Accounting attending the Fisher School of Accounting at the University of Florida in Gainesville (a top ten program in the U.S.). In addition I am an active Certified Public Accountant #(AC0032391) with Big 4 experience at PWC.
Do you have a standard pricing system for your services? If so, please share the details here.
We strive to keep our pricing below all of our competetion. If our clients find a lower price we will beat it by 10%.
How did you get started in this business?
After spending years as an executive and CFO for companies like Royal Caribbean Int'l I made a decision in 2015 to open my own firm and focus on the individuals and small to midsize business markets.
What types of customers have you worked with?
In the last few years I have worked with a wide range of clients from every industry and on a personal level.
Describe a recent event you are fond of.
I have strategized and saved many clients money by re-organizing their business and personal finances on a monthly financial reporting and annual tax basis.
What advice would you give a customer looking to hire a pro in your area of expertise?
Many firms are simply looking to push you through the system and collect a fee. Find a firm like ours that truly cares about you and your finances. In addition it would be a good idea to search Florid DBPR website to check the status of the CPA you are choosing.
https://www.myfloridalicense.com/wl11.asp
What questions should customers think through before talking to pros about their needs?
Describe in detail what they need for their business or personal finances and taxes.