We are striving to become your full service financial firm. Never before have so many people had so much access to so many financial demands, products, and services. This all equates to an opportunity to interact with many advisors, with many goals, and many problems with communicating needs and/or desires between all the advisors. Our goal is to simplify this communication process for you as we can provide all of your needed financial services tailored to your personal and/or business objectives.
Accounting Services
As a full service financial firm we can provide you and/or your business any level of accounting service you request from being your actual administrative office receiving collections and paying bills (including payroll) to preparing financial statements and tax returns from your records.
Audit, Review, and/or Compilation Services
All of our CPA’s have valued experience in performing certified audits in a multitude of business and/or industry sectors. Our current client base also consist of businesses and individuals needing review and compilation services on a regular basis.
Tax Services
The most frequent professional service to be requested by businesses and individuals. Our professional staff has years of experience in all levels of taxation consultation and preparation whether it be income tax, sales tax, payroll tax, excise tax, use tax, or estate and gift tax.
Business Valuation Services
A service whose true value is finally becoming recognized. Unlike real estate appraisals, a business valuation requires unique technical knowledge to provide realistic values for buy/sell agreements, divorce resolutions, estate value purposes and many other business value driven purposes.
Personal and/or Business Financial Planning
A service whose value is increasingly becoming recognized by successful individuals and businesses alike. Our firm recognizes the importance of financial plans and has both Certified Financial Planners and a Personal Financial Specialist who are also CPAs to help guide you through the process of tailoring a plan to fits your desires and/or needs.
Money Management
Successful money management requires both investment knowledge of financial markets and the taxation consequences of your financial decisions. Our firm is recognized by the State of Florida as a Registered Investment Advisor knowledgeable in the financial markets. As CPAs we are aware of tax issues that affect current income and future values.
Risk Analysis and Assessment
Our firm recognizes the value of risk assessments in the financial planning process and has CPAs who are knowledgeable in insurance and registered by the Florida Department of Insurance to provide those services as needed.
Elder Care Financial Services
Aware that the fastest growing segment of our population is that age group over age fifty, recognizing the significance that this will place on our clients, our firm has become associated with Financial Advocates of Central Florida, Inc. As a pioneer in elder care financial services for the past nineteen years, we are aware of the problems faced by our senior population when executing daily and monthly financial transactions. We help with bill paying, insurance filings, long-term care decisions and placement, and act as trustees and personal representatives for our clients.
