Prospective Tax, Accounting & Financial Planning - Tallahassee Florida

Business Accounting Services

Business Accounting, Quickbooks, Bookkeeping, Record Keeping & Review
All businesses require accurate Business Accounting Services. Accurate business accounting and record keeping are essential to a successful business and maintaining a clear financial picture, but can also be complicated and time consuming. We provide business bookkeeping and accounting services so you can focus on doing what you do best - running your business. Whether you require ongoing bookkeeping or you just have periodic questions, we can meet all of your business bookkeeping and accounting needs.
We also offer Quickbooks help, from set-up and installation to training and support.  Not only do we help you understand and use the software, we help you use it more efficiently and effectively. Mistakes and missteps in setting up Quickbooks can result in costly, time-consuming fixes down the road and bad financial information. We help you set up Quickbooks right the first time. Once Quickbooks is set up, we offering ongoing training sessions for you or your employees at your business location. Quickbooks software is a financial tool meant to benefit you and provide financial understanding, organization, and reporting to your business, we'll make sure you're maximizing all that Quickbooks offers.
Our Business Accounting Services also provides for Quickbooks or accounting review. If you record daily accounting transactions, but need an expert to review the transactions, accounts and reports, we can help. Accounting review ensures you have timely, relevant, and reliable financial information to make sound business decisions.  As part of our Quickbooks or accounting review, we inform you of any corrections, adjustments, or reclassifications necessary to ensure your financial reports best reflect accurate financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback for your business.

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Tax & Financial Planning Services

Federal, State & Local Tax Preparation

Tax return preparation for individuals, businesses, trusts & estates

Personal Financial Planning

Budgeting, retirement planning, insurance evaluation, college planning

Tax consulting

Planning for tax related transactions, gifts and lifetime transfers, charitable giving

IRS Audit Response & Resolution

Representation before federal and state taxing authorities

Business Accounting Services

Bookkeeping, accounting assistance, Quickbooks accounting help

Trust & Estate Accounting

Detailed fiduciary accounting for trustees, personal representatives and beneficiaries

Prospective Tax & Financial Planning LLC

Contact Us | About | Services | Site Map

267 John Knox Rd., Ste 211
Tallahassee, FL 32303
Office 850-266-7661 | Cell 850-815-9291 | Fax 850-677-3730

Serving the needs of Businesses, Individuals, Trusts & Estates
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