Our Services

  • QuickBooks set-up

  • QuickBooks consulting

  • Bookkeeping services

  • Clean-up services

  • Catch up bookkeeping, prepare financial statements, and prepare your tax return

Tax Planning

  • Year round personal & business tax planning

  • Review prior year tax return

  • Assess record keeping and reporting requirements

  • Update strategies to reflect changes in tax legislation and your personal situation

  • Personal and business tax preparation & consulting

  • Complex issues & returns

  • Apply in-depth knowledge of the tax code

  • Strategize to minimize obligations while also reducing audit risk

  • Limit tax liability for next year

Estates & Trusts

  • Clearly define goals

  • Prepare, review & amend documents

  • Asset protection planning

  • File returns accurately

  • Lessen taxes at time of death

  • Wealth preservation planning

  • Respond to IRS notices

  • Represent you in IRS audits, examinations and appeals

  • Resolve collection issues through offers in compromise and installment agreement payment plans

  • Levy & lien removal

  • Innocent Spouse Relief

  • Structure tax efficient entities for real estate 

  • Advanced strategies

  • Passive losses, depreciation, cost segregation

  • Opportunity zones

  • Exit strategies

  • Entity selection & formation

  • Assist with business plan

  • Business registration, EIN 

  • Help with loans & insurance

  • Fulfill tax, license and permit requirements

  • Set up bookkeeping system

  • Ongoing requirements

  • Assist with closing business

  • Entity selection for cannabis organizations

  • Consulting on standard operating procedures, best practices and internal controls

  • 280E minimization

  • Federal and state taxes



If We Don’t Take Care of Our Clients, Someone Else Will™ 

We have been providing clients with personalized tax and accounting services in Orlando and nationwide since 1993.

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Tel: 1-844-CWSEAPA | 844-297-3272

37 N. Orange Avenue, Suite 500
Orlando, FL 32801


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