Services

Tax and financial services in Jacksonville

From tax returns and bookkeeping to payroll and notary services, we're ready to help with the details that matter.

Tax Preparation

We prepare individual and business tax returns, review deductions and credits, and help with amended returns and IRS correspondence.

  • Individual and business return preparation
  • Corporate and partnership returns
  • Amended tax returns and tax planning
  • IRS letters and tax law updates

Accounting & Bookkeeping

Accurate records support better decisions. We offer daily, weekly and monthly bookkeeping, including QuickBooks packages customized to your business.

  • Small business accounting and bookkeeping clean-up
  • Bank and credit card reconciliation
  • Accounts receivable and payable
  • Income statements, balance sheets and custom reports

Payroll Services

We process employee payroll and help with federal and state tax reporting, with personalized service for your business.

  • Monthly and quarterly tax returns
  • Annual forms, W-2s and 1099s
  • Employee deductions and electronic tax payments
  • ACH processing and direct deposit

Notary Services

We provide notarization for a wide range of personal and business documents. Bring a valid, unexpired government photo ID for your appointment.

  • Acknowledgments and affidavits
  • Agreements, contracts and business documents
  • Deeds and power of attorney documents
  • Loan and financial documents