2101 Vista Parkway, West Palm Beach, FL, USA
"U.S.A. Trusted Advisor Firm"
Asset Protection, Tax Planning, Tax Resolution, Accounting
Specializing in Tax Resolution, Asset Protection, Real Estate Cost Segregation, Fiduciary Accounting, Regulation A+ and Regulation D and Economic Development.
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What kind of accounting services do you provide?
Traditional Services (but not, limited to):
1. Assurance, Accounting & Financial Reporting (GAAP)
2. Tax
3. Advisory & Consulting
Specialized Services (but not, limited to):
1. Asset Protection
2. IRS and State Tax Resolution
3. Fiduciary Accounting
4. Economic Development
Why is it so important for businesses to hire a great accountant?
You have worked hard to build your life and your business. It is completely unacceptable for somebody else’s negligence to put that all at risk. We are committed to protecting and growing you and your ability to enjoy your life and succeed as a business.
What do you love most about your job?
We work as a team to help the underserved and in return, it makes me feel good about myself and what I do for others. Working with like-minded professionals that I can learn from in which they will push me to take on new and challenging opportunities.
What inspired you to start your own business?
One of the top motivators is impact, i.e., we want to know that our work makes a difference. The next top motivator is learning, developing and growing. Finally, we want our work to make you and our families and friends feel proud. Work-life balance is high on the agenda.
Why should our clients choose you?
The unique educational background and prior industry experience of our professionals is the foundation of our Firm’s philosophy. Since its inception, our Firm has continued to grow by providing timely, professional, and quality services. Therefore, as a team we are committed to providing superior service to grow our client’s business and protecting their assets.
Can you provide your services online or remotely? If so, please add details.
Yes. Amid the ongoing COVID-19 outbreak, it’s important to ensure that our clients continue to receive essential support and services from our organization. Thankfully, there are secure and easy-to-use web-based software tools and administrative practices that can ensure that our services continue to be available to those in need while maintaining the health and safety of your family and our team.
What changes have you made to keep your customers safe from Covid-19?
Our Firm have focused on three practical steps to help reduce risk and build trust during these unsettling times:
1. Stay in touch with our staff. Use emerging tools to visualize the real-time state of our workforce for more informed decision-making, while respecting their privacy.
2. Assess and close the security and control gaps in our remote work set-up.
3. Secure the remote and distributed work models for the long term, in case it’s needed for an extended period or permanently.
Tax Preparation
Advisory and Consulting
IRS and State Tax Resolution
Asset Protection
Real Estate Cost Segregation
Fiduciary Accounting
Regulation A+ and Regulation D
Economic Development
Tax Planning
Estate Planning
Financial Planning
Bookkeeping
Business Coaching
Financial Reporting (GAAP)