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Learn More About Our Services


Tax Preparation Services

Electronic Filing - Refund Transfers

We offer Refund Transfer Bank Products. You may choose between check or have your refund direct deposited to your bank. Call our office for details!

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Business Tax Returns

We specialize in business tax return preparation as a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietorship, a properly prepared tax return can be filed to minimize the tax owed. Each year we prepare 100's of business Federal and State tax returns for both service and manufacturing company clients.

Individuals

A core specialty is the professional preparation of all Federal, State, and local tax returns at competitive rates.  We are also an IRS Authorized Electronic Filing Provider and we specialize in Electronic Filing.


Accounting Services

Financial Statements

Financial Statement preparation for business clients is a long-standing service of this firm.  Depending on the client's needs, quarterly and/or year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Record Keeping

The FIRST key to success in business is to know whether you are making money and where that money is going. Without an efficient accounting system, it is almost impossible to know how your business is performing and whether you are making a profit. Good records are not only required by your business, but by the IRS for taxes, your bankers and suppliers to establish credit and by any potential investors, partners or buyers of your business when you decide to expand or retire. Timely, efficient accounting services are available for businesses of all sizes.  We maintain all of your confidential business financial statements out of your office, freeing up space in your office.  Computerized accounts are prepared, saved and presented for client review on a quarterly and/or annual basis. Budgeting and forecasting support is also available. We highly recommend Quickbooks Desktop for your accounting needs.   Our firm can help you with your record-keeping needs. We are knowledgeable and experienced in accounting procedures, income and payroll tax laws, and tax and accounting software.  We specialize in bringing a wide variety of services to the business owner at a competitive and affordable cost.


Send Us a Message

We would love to hear from you!

561-747-5431 info@cpa1931.com

Get clarity on your tax and accounting situation