We are always excited to talk to business owners about their accounting needs. If we are a good fit for your organization, we will work to rapidly on-board you. Depending on the complexity of your return, we will work together to determine if we need to file an extension or file on the original deadline.
As a boutique firm, I try to work with all of my clients directly. We’ll work together to talk throughout the year and identify your needs. Around tax deadlines I may not be available for unscheduled phone calls, but I’m always reachable via email.
Almost definitely, we handle most areas of IRS Resolution Matters that normal people and business owners encounter. Schedule a meeting with me, mention the letter. If you have a scanner, that’s the best resolution, but for everyone else, your phone works fine. Ask Google for the latest method of using Document Scan mode for your iPhone or Android, then email me the file, so we can discuss it on your call.
Because I’m not like other accountants, and my firm isn’t like other accounting firms! I want to make sure that I work with clients that I am in sync with, to have a fantastic relationship that lasts for years.
Technically. As a hobby, I am a stage combat actor-combatant with the non-profit Royal Chessmen Acting Troupe. During our Fall 2020 Speakeasy Projects, I played starring roles. But it’s just a hobby, my day to day life is as an accountant.
Moving to Florida? Purchase or rent a place to live. The tricky part is making sure that your former state can’t tax you or your business. We help our new clients move their entire financial lives, preventing their old states from taxing them.
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We know how busy you are and don’t want to waste your time.
- Products and Services
With transparent fractional CFO pricing, we hope to make it clear why you are better off with a few hours each week from a senior and knowledgeable CPA than you are relying upon your receptionist or a junior bookkeeper for your accounting needs. Most business owners know that they need a CFO, but don’t want to invest in senior talent for a non-revenue generating position. Using fractional CFO services, small businesses like yours can get financial leadership at an affordable price by only using the contract CFO services that they need. People wrongly assume that real advice is unaffordable to their business, which is why we are publishing our contract CFO pricing — so we can be 100% open and honest.
Fractional / Contract CFO$6,667.00Profit First, the innovative program from Mike Michalowicz, helps small businesses simplify their financial planning and manage cash flow to improve profitability. By reorienting the business around profit generation instead of cost coverage, small businesses improve their finances, help their owners make more money, and achieve lasting success. Our Profit First CPA Firm offers a unique pricing package, with a transparent, consistent, and affordable way to achieve your goals.
Profit First System$834.00What brings you to Florida? The amazing weather? The booming economy? The low tax rates? The lack of income taxes? If you are new to Florida – welcome to living in paradise. This is truly an amazing state to live in, build a business in, and raise a family in. There are definitely challenges, but year round beautiful weather and a great business climate is hard to beat! But for the tax benefits, you need to document that you have become a Florida resident. As a Boutique Florida CPA Firm in the South Florida (Greater Miami) area, I help our new neighbors establish their new tax domicile in Florida, quickly and painlessly.
Moving Tax Domicile to Florida$750.00