Notebook

The business deduction for meals & entertainment expenses has been changed.  Congress has historically been skeptical that businesses claim expenses for activities that are unrelated to their essential functions.  As a result, entertainment expenses are no longer deductible but meal...
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Tax Preparation

Complete your annual income tax organizer and meet with a financial information professional today.  A CPA will prepare your individual tax return, Form 1040 including Schedules A & B. We also help you project next years’ taxable income to calculate...

Bookkeeping & Reporting

Reconcile bank and credit accounts with statements. Record depreciation and amortization. Review and reconcile your payroll records, payroll tax returns, and payroll taxes. Record all income and expenses, deposits, and adjusting entries needed each month....

Full Service Payroll

Process payroll online with QuickBooks for up to 10 employees.  Employer quarterly and annual tax forms are prepared and filed for your.  Employer tax payments are submitted to federal and state agencies on your behalf.  W2s and 1099s are mailed...

QuickBooks Online

Gain access to the #1 online accounting software by Intuit with a monthly subscription to QuickBooks Online....

Start thinking of planning moves that lower your tax bill.

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Year-end planning for 2018 takes place against the backdrop...

House approves third portion of Tax Reform 2.0

House lawmakers passed the Tax Reform 2.0 bill on Friday, September 28th.  The bill amends the Internal Revenue Code of 1986 to promote new business innovation, make permanent certain provisions of the Tax Cuts and Jobs Act affecting individuals, families, and...

The Oct. 15 filing deadline is approaching

If you are one of the 14 million taxpayers who requested an automatic 6-month extension to file your 2017 tax return, the extension runs out on Oct. 15.  Extensions can’t exceed six months unless the taxpayer is abroad or located in...

Why You Should Establish a Revocable Living Trust.

A Revocable Living Trust provides the ability to better manage and protect assets for beneficiaries while also minimizing probate costs. A Revocable Living Trust is a grantor trust for income tax purposes. Similar to a disregarded entity (i.e. single member...

Why live & work in Tampa, FL?

Channelside Bay Plaza to be remade as Sparkman Wharf, with waterfront lawn, beer garden, outdoor dining and loft-style offices. Read the Full Story.  07/26/18.  Tampa Bay Times.  490 First Avenue South.  St. Petersburg, FL  33701....