6311 Atrium Dr Ste 206, Lakewood Ranch FL 34202-4143

(941) 907.9188  |  MAP

Office Hours:  Monday through Friday, 8:30 AM - 5:30 PM
By Appointment Only

Our Firm currently has availability for business clients needing monthly accounting assistance. We spend extra time with potential clients to make sure our Firm will be a good fit for you and your business needs.

 

Established in 2002 - Our primary focus is assisting for - profit businesses. We provide advisory, financial, and tax services. Most of our business clients are small to medium size. Below is a list of services we typically provide our business clients on a regular basis:

Establishing monthly accounting processes

Working with business owners and their staff (if applicable) during the monthly accounting process

 

Assisting with planning and forecasting on a regular basis

Early tax return preparation. Rarely are tax returns placed on extensions

 

Sales and use tax support

 

Providing general support
when you need it, not weeks
or months later

 

We value your time. Our mission is to simplify your life and deliver accurate and reliable information. We are successful at what we do as a result experienced staff, focus, and our "Grade A" clients. As a result of our business approach and model, we are responsive and proactive. We are seeking a limited number of for-profit businesses that desire to make a positive change.  Call to schedule a meet-and-greet meeting.

 

We look forward to meeting you,

 

Kenneth Jarvis and Staff

 

* NOTE: Individual Tax Clients Accepted by Referral Only.