A Tax Shelter

Tarah is an IRS Enrolled Agent with over 20 years of income tax preparation experience in Individual, Business, Estate, Trust and Non-Profit Returns. She holds a Master's of Science Degree in Accounting, is a Certified QuickBooks ProAdvisor for both online and desktop platforms and Florida Notary. Susan is a third-generation Manatee County Resident and a proud graduate of Florida State University.

We provide this service to business and individual clients who are in need of additional tax planning during the year. We review quarterly accounting and income documents to determine if changes are needed in anticipation of changes in the current year tax liability.

Many things can happen during the year that will impact your taxes such as starting a business, retirement, withdrawals from retirement, receiving social security benefits, buying or selling investment property and students heading off to college, etc.These are areas where we strive to help our client navigate our complex tax system and identify areas that will need additional attention before the filing season begins.

We believe in open communication with our business clients and we offer QuickBooks ProAdvisor training for you and your staff. We offer onsite and remote access training to ensure that you have the accounting tools needed to handle your accounting and tax planning. We also offer full charge in-house bookkeeping as well as sales tax and payroll processing to handle your weekly, monthly or quarterly bookkeeping needs.

Finding the right payroll service provider can be a daunting task, who do you turn too to answer your questions? Tackling payroll on your own can be a challenge for businesses of any size. We are here to help implement a payroll strategy to fit your business needs. Need to train your staff on the proper payroll calculations and reporting?

As QuickBooks Certified ProAdvisors, we have the knowledge and training to help you find the right QuickBooks product for your business. Do you need to convert your current software platform to a product that is user-friendly? Do you need to find the right applications to integrate with your QuickBooks Platform?