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A value added approach to taxation and accounting.

Time left until April 15th

       Tax Return Preparation Checklist - click here for an expanded list

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  • Social Security or Taxpayer Identification numbers for you, your spouse and dependents 

  • Birth dates for you, your spouse and dependents 

  • Wage and earning statements (ex: Form W-2, 1099-NEC, 1099-R, 1099-Misc, 1099-G) 

  • Forms 1099 for interest and dividend statements 

  • A copy of last year’s federal and state returns

  • Bank account routing and account numbers for direct deposit 

  • Total paid for daycare or dependent care expenses and the provider’s tax number, such as their Social Security number or business Employer Identification Number 

  • Form 1095-A, Health Insurance Marketplace Statement

  • IRS correspondence including notices, letters and forms related to adjustments, payments

Your initial consultation is free

About Us

ABOUT US

Marina Livson has over two decades of experience in finance and accounting.  She received an undergraduate degree in Finance followed by an M.B.A. in Accounting. She is a state licensed Certified Public Accountant in Florida and New Jersey.

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Member of the Florida Institute of Certified Public Accountants (FICPA).

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Call today for a free consultation. Virtual appointments are available for your convenience.

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OUR SERVICES

TAX PREPARATON & PLANNING

We will complete and file all the necessary forms for you to comply with federal and state laws in a timely manner. In addition, we will maintain year- round communication in order to help you meet your financial goals and implement successful tax planning strategies. 

AUDIT SUPPORT

We will help you maintain communication with the IRS to resolve any audit inquiries. Marina Livson is licensed to practice before the IRS, allowing her to speak on your behalf. 

BUSINESS SOLUTIONS

We offer a full range of services to help you through the entire life cycle of your business. This includes helping you choose the right entity type, bookkeeping and accounting services, timely filing of all the necessary tax reports, and dissolution services. 

PAYROLL

We offer payroll preparation as well as quarterly and yearly payroll tax filings for your business. 

Testimonials
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