Tax Preparation and Accounting

Tell us your tax needs

Services

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  • Individual including Schedule C

  • 1065

  • 1120S

  • 1120

  • State filing

  • Extension filing

  • Estimated tax

  • All returns reviewed by either a CPA or a JD

Tax Preparation

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  • Bookkeeping

  • Compilation

  • Bank reconciliation

  • Accounts receivable

  • Accounts payable

  • Balance Sheet

  • Income Statement

  • Cash Flow

Accounting

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  • Federal filing

  • State filing

  • 941

  • 940

  • 944

  • Sales tax preparation

  • Sales tax filing for all states

  • Regulation updates

Payroll and Sales Tax

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  • Business formation

  • Business entity type

  • Tax deductions

  • Tax credits

  • Tax exempt income

  • Retirement planning

  • Large purchases and life changing events

  • Trend comparison and analysis

Tax Planning and Advisory

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Schedule a complimentary consultation or call us

Maximize your financial potential by scheduling an appointment. Our accounting and financial services ensure compliance and optimize financial growth to give you peace of mind.

904-865-5200

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About our company

Unhealthy money can lead to missed financial opportunities and losses. Our firm prides itself on encouraging healthy growth of money by delivering exceptional tax preparation and planning services tailored to meet the unique needs of each client. The partners in the company have valuable experience and academic credentials which support their proven financial acumen. Nevertheless, there’s also a strong focus on human connection. A financial relationship is one of the most important associations one can have.

With years of expertise and a commitment to precision, we will make every effort so that you navigate your financial landscape with confidence and clarity that leads to the road toward financial freedom.

Both virtual and in-person options are available.

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Contact Us

Speak to either a CPA or Juris Doctorate for your financial needs. Connecting with a competent and astute professional will get you closer to financial freedom.