Jacksonville Tax Accountants: Case Study

Jay Borsky PA is a small accounting firm located in central Miami Beach, Florida with the purpose of attracting high net worth individuals and businesses. The firm has been active for the past seven years and grow tremendously since inception. Jay Borsky started its practice as a sole practitioner and specialize in providing accounting and tax services. Presently, the firm is comprised by the owner, a tax Preparer, and two bookkeepers with no administrative support at the premises. Staff is using old and outdated information system technologies. However, as business grows, the firm finds itself with available resources for transformation to new and improved technologies that will support various functions.

Company X Tax Services is a part time small home operated business with one employee who is the owner/operator. It provides tax preparation and filing to individuals, sole proprietorships, partnerships, and s-corporations. Company X Tax Services has been in business since 1996. There has never been a sustainability strategy save for 100% adherence to tax laws.

Peggy's Bookkeeping & Tax Service is a tax preparation firm that is located in Mesquite, Texas. They are serving the greater Dallas area. Peggy's Bookkeeping & Tax Service is the reliable bookkeeping and tax service firm. They will provide their clients with assistance such as help with their IRS issues, payroll assistance, help with business or real estate accounting, and auditing the books. Peggy's Bookkeeping & Tax Service is a Better Business Bureau accredited

Diligent Tax & Bookkeeping is a full-service tax preparation and bookkeeping firm that is located in Flower Mound, Texas. They are serving the Lewisville, Frisco, Plano, Grapevine, and North Dallas areas. Diligent Tax & Bookkeeping was established in the spring of 2013. Their valuable services include bookkeeping services, tax solutions, and payroll. Diligent Tax & Bookkeeping creates the monthly or quarterly business data and financial statements. They are striving to use new and innovative ways to meet their clients’ needs.

A new service is being considered to offer experts from My Tax Guy in Houston to visit large companies and hold seminars on ways to better document taxes, resulting in a savings for the customer.

is a small, two-person accounting firm offering traditional tax preparation services. We will also provide financial planning advisement services to individuals. The firm is owned and run by Shaniqua Brown, prospective CPA in Newark, DE. The second employee of BATS is Sonya Brown, mother of Shaniqua Brown, who will serve as the receptionist and answer all incoming phone calls and schedule all appointments. We will service the needs of individuals as well as small businesses. The firm offers tax accounting, management accounting, and QuickBooks set-up and training courses for small business clients. Initially, the majority of BAT’S business will be generated from individuals but as revenue increases, more sales will come from

Sandy Springs Tax and Accounting is a certified public accounting and tax preparation firm that is located in Duluth, Georgia. The owner of this firm, Nicholas A. Trishin, CPA has been in tax business since the year 2001. Sandy Springs Tax and Accounting caters both the individuals and businesses alike. Sandy Springs Tax and Accounting helps the homeowners, landlords, and investors. Sandy Springs Tax and Accounting also gives solutions to the accounting and tax needs of the small business owners and contractors. This accounting and tax preparation firm specializes in QuickBooks, sales tax, proactive tax planning, Sandy Springs payroll service, incorporation advice, and tax problems resolution. Sandy Springs Tax and Accounting brings great affordable

Holmes Platinum Tax Service's mission is to endow our customers and community with tools for success in taxes and financial provision. We help you to put aside money while providing quality service. We will deliver global capacities with the local touch that bring world-class assurance, tax and consulting expertise to our clients through enduring relationship built on genuine understanding and trust.

One of the very first questions new tax professionals ask is, “How do I get the first client?”. There are two basic methods to go about solving this problem. The first method is to put enough time and effort in promoting your services daily for an entire month, so that it comes out to 48 hours. The second method is to aim for the first client within 2 literal days. How can this be achieved? Let's take a look.

KPMG was one of the biggest accounting firms in the 90’s that with a lucrative end, would serve wealthy companies using forged revenues in order to avoid taxes. The accountants that worked for the firm were expected to meet certain quotas. Consequently, instead of trying to run an honest business they were trying to maximize the sales using all kinds of dishonest marketing approaches. KPMG employees used foreign banks as well as bogus law firm statements to preserve a legitimate business running. This accounting firm manipulated financial data of clients, costing the internal revenue service over 2.5 billion in lost tax revenue

JB Tax and Bookkeeping is a full-service accounting firm that is located in Coppell, Texas. This accounting firm specializes in catering personal and business tax, bookkeeping, and financial services. JB Tax and Bookkeeping offers free reports and newsletters, tools and resources, services for individuals, business services, tax services, and QuickBooks services. They deliver high quality services and accounting solutions.

With over 20 years of accounting experience, I support not only our company’s needs but also several Renet Consulting clients. My approach is to accurately prepare books in a way to maximize deductions and eliminate audit penalties. For the last several years I significantly increased our client base as they prefer quality and accurate services. Working with a customer I review their books and assist them in correcting their past mistakes and setting up a baseline for the future flawless

Freed Maxick CPAs is a one of Western New York’s largest public accounting firms and also top 100 firm in the United States. Freed serves closely held business, SEC companies, governmental and non-for-profit companies nationally and internationally. The Certified Public Accountants that work for Freed Maxick are high performance individuals who help guide their clients through business growth, compliance with standards, security and innovation. Freed has over 300 professional and administrative personnel that are located across New York in Buffalo, Batavia, Rochester and Syracuse. They are a highly respectable firm and an alternative to the “Big 4” that specialize in five major accounting practices, making Freed Maxick CPAs an ideal place

Candy Bookit, a non-partner manager CPA, left her CPA firm to work for Artifice Company, a holding company for a group of family owned corporations. The company is engaged in government projects and their large projects involves government financing. The corporations file separate tax returns. Candy had been a part of Artifice’s review engagement team while at the CPA firm and had developed close relationship with the family.

Elite Bookkeeping Services does not see growth in just bookkeeping services alone therefore the business must expand into new services – management accounting and Quickbooks set-up and training. These services will be offered to both current and new clients.