Our Services

Our firm offers a wide range of services to our individual and business clients.

Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services

QuickBooks Online Consulting

We recommend that our clients use QuickBooks Online for accounting. Our staff provides support services tailored to meet your needs with full service or
periodic oversight of your database. Our firm has experience in both the desktop and online versions and will assist with setup and training as well.

Financial Statements

We provide multiple levels of assurance services in accordance with professional standards, including preparation, compilation and reviews to meet your financial statement needs. We also provide fiduciary accounting
reports for trusts.

Tax Services

Estate & Trust Tax Preparation

Our partners are experienced in U.S. estate and gift tax to offer you planning advice and coordinate with your estate attorney to draft and interpret documents. We prepare Form 706 U.S. Estate Tax Returns, Form 709 U.S. Gift Tax Returns, and Forms 1041 U.S. Income Tax Returns for Estates and Trusts.

Tax Planning & Preparation

We offer proactive tax planning services to prepare clients for year-end tax preparation and take advantage of available tax provisions. Our firm is experienced with complex individual and business income tax returns.

Consulting Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company, partnership, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition / disposition process by addressing such issues as cash flow analysis and tax considerations.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Reach Us

Visit our office or call us to schedule an appointment with one of our team members.

4641 W US HWY 90,
Lake City, FL 32055

+1 386-752-4621


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