Looking for Help With Your Taxes, Accounting or Business Consulting?
You're probably visiting this web site because you're looking for a CPA who can help you with your business or individual taxes, accounting, or business planning. With that notion in mind, let us identify the services that we commonly provide our clients:
Tax preparation and planning We prepare federal and state tax returns for C and S-corporations (Scorps), partnerships, LLCs, sole proprietorships, individuals, trusts, and estates. We also provide business and individual tax planning services, especially in the areas of choice of entity (for example, LLC vs. Scorp), multistate taxation, and retirement plans.
NOTE: Clients who may want a Client Organizer, please contact us to either mail or email one to you. The organizer provides the prior years information, a checklist and collects other information we need in order to do your individual tax return. In addition, before we begin work, we'll both need to sign an engagement letter. The engagement letter precisely defines what work you want us to perform. For new business clients, call our office to receive our business engagement letter.
QuickBooks Pro software training and consulting
We can help you set up an appropriate business accounting system using a tool like QuickBooks Pro, QuickBooks Basic, or QuickBooks Premier. We can work with you to make your accounting system a powerful tool for better managing your business and its finances. We can also, help you train and supervise accounting and financial management staff.
Accounting Services We can provide as much help as necessary to prepare compiled, reviewed, or audited financial statements.
Personal financial planning We can assist you in identifying appropriate personal financial goals such as for retirement and estate planning and in mapping out a course for achieving those goals. We can also help you implement a practical, time-saving personal financial management system.
We welcome any questions or comments you may have. Feel free to contact us at any time:
- (305) 668-3099
- (305) 668-3089
- Donald D. Wilson Jr., CPA, P.A.
- 6705 Red Roadd
- Suite 608
- Coral Gables, FL 33143
You can also send us a message directly through the contact page of this website.