We are your one-stop shop for the financial management of your business. From small businesses to massive corporations, our team will ensure your business’s finances are handled efficiently and effectively. We will help guide your personal financial strategy through savings, estate planning and much more. Find peace in knowing your finances are working for you to help create a better future for you and your family.

Tax Planning– We love to plan ahead. We strategize the best ways to have you come out on top with your tax returns.

A) Tax planning is an important consideration for you and your business. Let our professional staff of dedicated accountants and consultants create financial peace of mind. Our focus is on minimizing your tax liability and maximizing your assets. We can ensure that your short- and long-term goals are advantageously accomplished.

B)Tax codes are constantly changing and can be increasingly more complex. Our staff is constantly researching new developments in tax laws, allowing you the certainty you need and the tax savings you want.

C) We are dedicated to proactively communicating with your entire financial team including bankers, attorneys and financial advisors, allowing us to maximize your tax advantages.

D)For competent and thorough tax planning and tax preparation services, hire our professional team to help you sort out your affairs.

Tax Preparation – We take the stress out of the preparation process to file your annual taxes.

A) We understand the complications of navigating the legislative landscape, we are dedicated to providing you with the support you need to guarantee compliance with tax laws. We ensure the accuracy of your tax data and help our clients realize and reduce your tax burden.

We can prepare your tax returns and file the appropriate tax forms for you. We offer tax preparation services for:

1. Individuals
2. LLPs & LLCs
3. Partnerships
4. Corporations
5. Non-Profit Corporations
6. Cooperatives
7. Condos & HOAs
8. Estates, Trusts & Gifts

B) Our professional accountants and consultants are experienced and objective.

C) Whether you are filing personal or business taxes, our professional staff provides you competent and relevant tax return preparation and planning services. We also file electronically so you will get any refunds more quickly.

Non-Profit Organizations – We ensure all aspects of your 501(c)(3) status are documented and filed appropriately to ensure your non-profit status is protected.

A) Tax planning and tax preparation can present its own set of particular challenges for non-profit organizations. You may have concerns about complex reporting requirements and specialized tax laws. You do not have to navigate these waters alone, the professional accountants and consultants at our firm understand these obstacles and can help your organization meet all your tax compliance and reporting needs.

B) We provide local and comprehensive accounting and tax services to all types of non-profit organizations in and around Destin, Florida.

We can help you by:

1. Preparing & filing the 990 & 990T tax forms
2. Completing & filing non-profit status application
3. Preparing necessary start-up paperwork
4. Development of cost allocations
5. Employee benefit plans support
6. Creating, implicating & maintaining accounting systems
7. Consulting & instruction on accounting systems

C) Our professional accountants and consultants are experienced and objective, they recognize the invaluable role of non-profit organizations in our local beach and inland communities. We are committed to helping your organization operate in a cost-effective and highly efficient manner.

Internal Controls – Is your business protected from fraud, theft and embezzlement? We can ensure everything is safe and sound!

A) Periodically you may need someone to audit your business operations and establish if you have the necessary safeguards in place to protect you and your business from issues dealing with employee theft, fraud and embezzlement.

B) Let us evaluate your system of checks and balances to minimize errors in your accounting records. We can help you create more effectiveness and efficiency in operations across the board. If you are in the Destin area and are considering hiring a professional accountant or consultant for your business’s specific controls, let us help you by:

1. Implementing error reduction techniques into your company’s work environment so you can safeguard all transactions
2. Ensuring all transactions are appropriately authorized
3. Creating certainty that your records are routinely reviewed and reconciled
4. Providing employees with appropriate training and guidance
5. Documenting policies and procedures and making them accessible to employees

Litigation Support – We supply all documents and numbers needed to support any legal situation that may arise.

A) Litigation support involves the evaluation of possible economic damage to you and your business as a result of pending litigation. Our professional accountants, consultants and support staff can help create a sense of calm by effectively and efficiently compiling and preparing your information to help alleviate your potential economic loss.

B) We can provide you with a successful litigation strategy to clarify these complicated financial issues. During the litigation process, you will need credible and comprehensive assistance to evaluate and quantify any claims of economic damage.

C) Our professional accountants and consultants specialize in:

1. Pre-Litigation consulting & assistance
2. Document preparation, discovery assistance & exhibit development
3. Fact assessment & issue relevance
4. Trial preparation services
5. Rebuttal advice
6. Case assessment & settlement negotiation assistance
7. Assessment of damages, losses, earnings, profits, disputes & business value
8. Financial analysis & calculations

Tax Problem Resolution – Problem with your taxes? No problem. We jump in and save the day.

A) You may have concerns about the complexities and requirements of specialized tax laws. The professional accountants and consultants at our firm understand these obstacles and can help your organization meet all your tax problem resolution needs.

B) The most important step after receiving a letter of notice from the IRS is to respond immediately. Let our professional and experienced team take the stress out of dealing with such time-consuming matters. We can deal directly with local, state and federal tax authorities for you.

We specialize in:

1. Business Services
2. Tax Debt Resolution
3. Tax Audits & Tax Examinations
4. Installment Plans
5. Offers in Compromise

C) Creating economic security is fundamental for your future personal and your business’s financial health. Our competent accountants review your particular situation and develop a strategy to resolve your IRS tax issues.

IRS Audit Representation – Are you being audited? We are here to protect you and communicate with the IRS on your behalf.

A) Honestly, nothing seems quite as daunting or terrifying as finding out you are being audited by the IRS. Audits can be long and complicated processes, distracting you from truly the important things, your family and your business. Let us collect all of your records and information and take this burden off your plate. A deep understanding of tax law is a requirement in dealing directly with the IRS. Our trained professionals have years of experience with these complex laws and we consistently research the tax codes that are constantly changing and becoming increasingly more obscure. Our staff is always researching new developments in tax laws, allowing you the certainty you need and the tax representation you deserve. By outsourcing IRS tax representation, you have the security of knowing you will never have to face the IRS alone.

B) IRS auditors are rigorous in their examination process of your tax return. Being proactive and compliant are integral elements in your tax bill outcome. Avoid that burdensome tax bill by allowing us to represent you and explain all of your rights to you.

Non-Filed Tax Returns – We are here to represent and guide you through the entire tax return process.

A) The IRS possesses extremely powerful and sophisticated computer technology that stringently analyzes your tax returns. Non-filed tax returns can result in prosecution and possible imprisonment. Needless to say, these are serious matters that require professional and experienced accountants on your side.

B) Our professional accountants and consultants are experienced and objective. Whether you are facing non-filed returns personally or pertaining to your business taxes, our professional and proactive staff provides you competent representation so you can relax and focus on your life.

C) We can help you understand your entitlements and deal directly with the IRS for a comprehensively more desirable outcome. Realistically in these situations, you are likely to owe taxes, interests and penalties but we can help alleviate a lot of that burden with the knowledge and experience of professionals that have your best interests in mind.

Back Taxes Owed – Our team will define and coordinate the process of paying back taxes. No headaches for you!

A) Do not let the burdens of back owed taxes keep you up at night. Our professionals will provide you with a comprehensive plan to confront your tax issues head on. Taxes, interest and penalties can add up rather quickly, but we can help you by creating a plan that will get you caught up without causing you financial despair.

B) Unfortunately, in our current tax system, back owed tax scenarios like this are all too common and many individuals find themselves paddling against the overwhelming current of debt. If you are inundated with debt due to back taxes owed to the IRS, hire a professional to help.

C) Our professional accountants and consultants are experienced and objective. Whether you are facing back taxes personally or pertaining to your business taxes, our knowledgeable and proactive staff provides you competent representation so you can relax and focus on your life.

Payroll Tax Problems – Payroll can be a headache. We diligently organize your payroll taxes to ensure the IRS receives their cut and not a penny more!

A) We understand that you may sometimes get behind on paying your payroll taxes. However, the IRS can be especially aggressive while pursuing payroll tax issues. The strict penalties can be much more burdensome than your average tax issue since payroll taxes are considered to be trust fund taxes. This is the money that is withheld from your employees’ wages (federal and state income tax, Social Security and Medicare taxes) by your business and held in trust until paid to the Treasury.

B) You do not have to navigate this confusing legislative landscape alone, let our professionals do it for you. Our experienced and dedicated accountants can analyze your situation and prevent the IRS from taking away what matters most—your financial security.

C) To ensure the future of your business, it is imperative to avoid an unnecessary accumulation of payroll tax liabilities. We can search all of the current methods of providing you penalty and interest relief. Acting quickly to answer all IRS inquiries is paramount in your outcome. This is the time to hire a certified public accountant to reason with the IRS.

IRS Liens – The government can seize your property if your taxes are not filed or paid as required. Don’t worry. We can help you.

A) According to the IRS, a federal tax lien is the government’s legal claim against your property when you neglect or fail to pay a tax debt. The lien protects the government’s interest in all your property, including real estate, personal property and financial assets. Federal Tax Liens can create a lot of stress and worry and not paying your personal and business taxes can result in hefty fines and
asset seizure. Since real estate is the most seized asset, your home and business could take the full brunt of the IRS’s force.

B) These pesky liens can hinder your borrowing power by showing up on your credit report, forcing you into subprime loans. Arm and align yourself with a competent and professional team of certified public accountants to help satisfy and release your tax liens.

C) We understand these complicated issues and can ease those worries with competent and local expertise that can help you resolve these burdensome tax issues. We can evaluate your case and provide you with the answers you need.

IRS Levies – Levies have the power to take away all your assets that you have worked hard to acquire. Let us help ensure this never happens to you!

A) The IRS levy is an extremely effective tool used to make you immediately understand the severity of your tax situation. According to the IRS, an IRS levy permits the legal seizure of your property to satisfy a tax debt. It can garnish wages, take money in your bank or other financial accounts, seize and sell your vehicle(s), real estate and other personal property. IRS levies can complicate and possibly even destroy your life.

B) The IRS has the power to seize your:

1. Checking Accounts
2. Cars/Trucks
3. Stocks
4. Bonds
5. Boats
6. Paychecks & Wages
7. Even Social Security Benefits

C) The IRS will seek every avenue to get the money they are owed. This can be intense and intimidating to go through alone. Our professional certified public accountants are knowledgeable, proactive and often able to get these levies released so you can move on with your life.

IRS Wage Garnishments – We can keep the IRS out of your wages.

A) We understand that life keeps us busy and that sometimes we overlook a bill that gets lost in the mail pile. If you have found yourself in the position of receiving an IRS bill titled “Final Notice of Intent to Levy and Notice of Your Right to A Hearing”, you need to hire an experienced certified public accountant team to help you resolve your tax issues.

B) Our professionals will provide you with a comprehensive plan to confront your wage garnishment issues head on. While you will most likely have to satisfy all or a portion of your debt with the IRS, we can help erase the possibility of financial destruction as a result.

C) Do not let the IRS take your hard-earned paychecks. With a team to represent your case, you will not end up paying excessively. We can help get you a payment plan that works for you.

IRS Seizures – Seizures, levies and liens go hand in hand and can ruin your life. We can help prevent or resolve your situation.

A) An IRS Seizure is the process of enforcing the tax levy. It is another method of taking your assets. Instead of your wages, the new focus is on your cars and your home. Seizures generally happen after a long period of ignoring the IRS’s attempts of contacting you.

B) The IRS will seize your home and cars and sale your interest in them, often at a fraction of what they are worth. According to the IRS, money from the sale pays for the cost of seizing and selling the property and, finally, your tax debt.

C) By choosing professional management, you have a liaison to help you communicate with the IRS. There are many ways to satisfy the IRS and our knowledgeable and experienced accountants understand how to navigate this complex dilemma. We will work on appeals and seizure release options to help you.

Offer in Compromise – You owe a lot of money to the IRS? Allow us to go to bat for you, to negotiate a deal with the IRS for a lesser amount.

A) An Offer in Compromise is a program that allows you to resolve a tax debt by convincing the IRS to accept less than the full amount owed. If you feel there has been an error and you should not be liable for the amount of taxes owed, or if you are experiencing financial difficulties that are preventing you from paying your tax debt, submitting an Offer in Compromise to the IRS might be the right solution.

B) This program allows you to settle your tax debts for significantly less than what is owed, sometimes entirely eliminating the taxes you owe. There is no minimum preset that the IRS will accept. The IRS will examine the offer you submit with the help of our certified public accountants, who are dedicated to settling your tax problems.

IRS Payment Plan – We organize your payment plan to the IRS, coordinating all dates, deadlines, amounts and more.

A) For those that do not qualify for the Offer in Compromise program, there are other options to consider. A Payment Plan could help give you some flexibility by paying your debt to the IRS in installments. However, like a line of credit, there are penalties and interest charges tacked onto outstanding balances. Let the experienced accountants at our firm help get you caught up and back on your feet.

B) Did you know?

1. You may be eligible to apply for an online payment agreement.
2. Even if you are ineligible for an online payment agreement, you can still pay in installments.
3. Small Businesses with employees can apply for an in-Business Trust Fund Express installment agreement.

C) We can help you understand your complicated tax situation and payment or installment plan. We will explain to you the agreement you have made with the IRS and how to avoid default.

Innocent Spousal Relief – We are skilled and knowledgeable about joint tax returns for recent and pending divorce scenarios.

A) Innocent Spouse Relief is an option for those who are married and filed joint tax returns. According to the IRS, when couples choose to file jointly, both taxpayers are jointly and severally liable for the tax burden associated with their joint return, even if they decide to divorce after the return is filed. However, in some cases, a spouse can get relief from this joint and several liability.

B) This tax debt relief option is available to spouses who have clearly been the victims of fraud committed by the other spouse. The IRS has many conditions that must be met in order to qualify for this program. Let our trained professionals help guide you through this complex process. We can help take away some of that worry by representing your case and dealing with the IRS for you. You can be assured that your documentation and relief options are prepared properly, aligning you for the best possible outcome.