Phone: 941-957-1040      Fax: 941-957-4600

We Learn Your Business Personally,
Then Improve Your Capital & Tax Positions

Because it's not just a business,
it's your business

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International Taxation

We prepare Form 1040NR and 1120F for European, Canadian, Asian, and Latin American clientele.

Estate Planning

Preparing Form 706 or Form 1041 as well as collaborating with your attorney and financial advisor for your estate plan.


We provide advice to management on issues related to taxes, profitability, and systems, and business purchases and sales.

Financial Statements

We offer audited, reviewed, and compiled business and personal financial statements and projections, including percentage of completion construction financial statements.

Retirement Plans

One of the great benefits of owning your own business is setting up the profit sharing plan that is right for you. We guide you through the selection process and find the right administrator for your plan. 

Accounting Systems

We make journal entries and assist you in adjusting accounting records in QuickBooks, QuickBooks Enterprise, Peachtree, MAS90 and other software accounting systems.

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