Our Services

We are a full service tax and accounting firm located in the Westshore District of Tampa. We offer an array of tax and other services including but not limited to the following:



Tax & Consulting        

• Federal and State Tax Compliance                       

• Tax Planning and Strategizing                              

• IRS/State Tax Representation                             

• Litigation Support                                               

• Special Consulting Projects                                

• State and Local Tax Projects                               

• Business Restructuring/Re-organization             

• Business formation consulting and set-up

              

Financial Consulting

• Investment Advisory Services                                             

• Asset Management                               

• Investment Management

• Retirement Planning

• Risk Management

• Transfer of Assets

• Estate Tax Planning

 

Business Services

• Sales/Use Tax Filings

• Monthly/Quarterly Compilations

• Quickbooks assistance

• Quickbooks training

• Cursory review of financial statements

• Monthly/Quarterly/Annual write-up assistance

• Payroll taxes, including preparation of quarterly/annual reports



These are just a few of the many services that we offer. Please contact us at 813-286-7946 with any questions you might have. A member of our team will be more than happy to assist you with your accounting, tax and financial needs.