Boca Raton Accounting
Boca Raton Accounting Services
One of the primary goals of our Boca Raton accounting service is to ensure we provide financial information to our clients in a timely and accurate manner. We offer a full service to both individual taxpayers and small to mid-sized businesses.
Services aimed to help the Small to Mid Sized Business Owner
When it comes to business, accurate, well-organized financial records ensure that your business operations will run efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- Accounting system setup for new businesses
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Computerized payroll services
- Business tax return preparation
- Personal financial statements
- Litigation support
As a small closely held Boca Raton CPA Firm we specialize in the needs of small to mid size businesses. We also are fully knowledgeable in helping individuals who are first starting a new business venture. Our accountants and tax specialists not only have the academic training in their specialties but have years of experience in running and starting successful businesses themselves.
The following is description of some our services available to the small to the mid size business.
1. Incorporating and setting up a new entity-
We meet and discuss with you the client to help determine the type of business structure best suited for developing and conducting your business on an ongoing basis. We spend the time necessary for you to understand the tax and accounting implications of choosing a particular entity. We then do all the necessary filings to make the process easy and effortless for you.
2. Help set up the financial bookkeeping, and provide the guidance to start the business on the right track-
We then begin to educate you the business entrepreneur in how to keep and maintain the financial records necessary to understand and document what is occurring in your business. These records will be necessary to help file the taxes and to provide the financial data to various institutions for loans and other assistance. Towards this end we offer our bookkeeping services on a monthly basis or aid you in finding an outside bookkeeper to work with our accountants on an ongoing basis.
3. Help develop business plans and projections-
For the beginning business it is essential to have a clear and concise vision of what you want to accomplish in the near term and visions for a 3 to five year period. We help gel these ideas into solid statements and then help gather the data to project budgets for the business going forward.
4. For ongoing businesses, we prepare financial statements, monthly, quarterly , and year end-
Again we offer totally bookkeeping and accounting services to the start-up or ongoing business. We also work with in house bookkeepers and do monthly reconciliations of their records, journal entries and produce accurate Income statements, Balance sheets and Cash Flow Analysis on an ongoing basis.
5. Offer complete preparation of the general Journal and Ledger-
See above description
6. Prepare all necessary Payroll and Tax Forms Federal, State and Local Filings including sales tax if needed-
We can take care of the payroll for small to midsized businesses and file the necessary payroll tax forms for both the Federal and State. These include the 941, 940, W2/W3, and state unemployment and withholding.
The Individual Taxpayer:
Boca Raton accounting services we provide to help the Individual taxpayer stay compliant and not stress out:
We pride ourselves in offering a quality and personalized tax service for individuals who require professional help in filing their yearly tax forms.
1. First we can assist in an individual who needs his yearly 1040 return filed in a correct ethical and timely manner.
We take the time to meet each client if it is practical and go over the past years financial and personal situation to determine what changes occurred in their life during the year. We then determine the best approach to filing their personal returns and gather all the necessary documents to support the filing.
2. We also can assist the filing of estate and trusts returns, along with estate planning in conjunction with either the individual’s legal advisor or one we recommend.
We work closely with numerous tax and estate attorneys to help in the filing of all the necessary documents. We also are involved in various aspects of estate planning for high net worth individuals.
3. We are now offering a complete Tax Resolution Service
We try to make the dealing and negotiating with the IRS as stress free as possible. We will hold your hand through the entire process. The following are some of the services we offer in this regard.
a. We assist in helping individuals file past due tax returns
b. Evaluate individuals who owe back Income Taxes and determine the best approach in dealing with the IRS
c. We can also deal with Individuals who have back self employment and payroll trust fund issues
d. Our Boca Raton accounting service will also represent you if needed before the IRS in ongoing tax matters
Rubin & Associates CPA Firm PA
2080 NW Boca Raton Blvd #6
Boca Raton, FL 33431
(561) 750-8299