Always deferring to your expertise and experience:
Tax advice has been in business since
1990. Our senior accountant, has more than 25 years
of public accounting experience.
Tax Advice is a medium size accounting
firm located in Delray Beach, Florida. Our client's
are mainly located in Broward and Palm Beach Counties,
however, we do represent clients in Miami-Dade, Monroe
and Martin Counties and many clients that have moved
to other States.
Tax Advice provides at no cost to our
clients, a courier service. For our clients located
in Broward and Palm Beach counties. This takes care
of a major concern for our local clients--"How
do I get my accounting information to my accountant?"
The courier is an inhouse employee who is a long time
trusted member of our firm. We control the transfer
of information from the client to our office under
strict confidential procedures. At the beginning of
each month our dispatcher will call the client scheduling
a day and time for "client pick-up" For
other clients located outside of the courier's route,
we provide overnight Federal Express service. For
those client's who wish to download their information
via e-mail we have the skill to receive these transmissions
and process the information.
Tax Advice prides itself on providing
individual personal attention to our clients. Our
senior accountants will make certain that all of the
required accounting information is accurate and in
good order. We will do what ever is necessary to communicate
with the client, cell phone, land phone, and e-mail
or fax. Our staff is relentless and compulsive in
our drive to make certain that we have all the necessary
information and that the client is in compliance with
all tax filing requirements, Federal, State, and Local.
There is never a client complaint, we always return
client phone calls immediately. Client communication
is the key to a successful accountant/client relationship.
Tax Advice processes the client's work
on a monthly basis. Journals areencoded into our accounting
software; checks and bank debits, cash received and
bank deposits reconciled; banks reconciled and variances
between client balance and actual balance noted and
mailed to client after processing the work. Adjusting
journal entries are made, such as but not limited
to depreciation and payroll taxes and a full set of
books is prepared for the client with index tabs:
Balance Sheet, Income Statement, General Ledger, Trial
Balances, Payroll and Employee Earning Records, Cash
Disbursements, Cash Receipts, and Adjusting Journal
Entries. The client's complete set of "books"
and all the original accounting documents are then
returned to the client on a timely basis.
The best aspect of Tax Advice is being
able to answer a client's questions about taxes or
financial events. Once Tax Advice is familiar with
a client's financial and tax circumstances, a professional
answer to a client's question is promptly provided.
Our clients feel that this is a valuable tool. Being
able to give direction to a client question and assist
in any business problem resolution.
