Steven McCord
Practical Financial Advice You Can Count On
Invest your time and efforts on running your business. Leave the accounting and tax puzzle to me.
- Trusted
- Experienced
- Professional
- Certified
Services
What I do
Accounting, Bookkeeping, Personal Tax Preparation and Advice, Small Business Consulting and Tax Preparation, Wealth Planning, Financial Advisory and Notarial Services
01.
Accounting Services for Your Business
As a small business owner, you have more important things to do than to keep your own books, or maybe you are not ready to hire a full time bookkeeper. We can take care of the bookkeeping and accounting services for small businesses so that they can get back to their customers and the job of running their firm and generating profits!
- Reconcile your Bank Statement
- Clean up issues in your General Ledger
- Prepare month-end and year-end Journal Entries
- Generate Financial Statements
- Provide assistance with your Accounting Software
- Entity Formation and Selection
- Consulting, Business Improvement, Tax Planning
02.
Tax Services
Personal Taxes
Tax preparation is the process of preparing tax returns. Determining which forms are needed, how to calculate credits, are you entitled to certain deductions. Preparing your own personal income tax return is a risk that many people cannot afford to make.
ften, preparing a personal income tax return is a task that leaves you with more questions than answers, and that is why having an experienced tax preparer is so important.
Business Taxes
Businesses come in all shapes and sizes and generally require experienced professionals to prepare their income tax returns. We are familiar with the preparation of all types of business returns. You should take advantage of our business tax preparation service to stay on top of your finances.
- Schedule C of Form 1040 (Sole Proprietor)
- Form 1065 (Partnerships)
- Form 1120S (S Corporations)
- Limited Liability Companies (filing as one of the above)
03.
Financial Advisory, Wealth Planning and Estate Planning
For many individuals, building and preserving their personal wealth may require specialized attention. We can work with you one-on-one to offer guidance that may help you manage your risk and improve your overall performance or we can work with you and your professional financial planners to provide the best possible outcome in financial and tax planning.
Estate planning on your own can be complicated and costly; and the list can be endless… state taxes, federal taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
04.
General Notary and Notary Signing Agent Services
Certain documents must be notarized in order to be recognized and have legal effect. Given the inherent formal and corresponding significance of this subject of legal documents that must be notarized, state governments have deemed it necessary to enlist a trained individual to assist with their execution. A “notary public,” following his or her official appointment, a notary public performs as a quasi-public officer to attest to the proper execution of these important documents.
- Wills
- Trusts
- Deeds
- Contracts
- Affidavits
- Loan Signings / Closings
Why Choose Me
Accurate Record Keeping
.
Always On Time
Hard Working
24/7 Availability
Testimonials
What My Clients Say?
I have a restaurant in Miami that has been in business for almost 25 years. When I needed a new tax accountant, Steve was recommended by my outside bookkeeper. I have been very satisfied by his professionalism and advice since I became a client of his.
Daniel S.
President
Steve helped me fix some issues with the IRS when my tax preparer would not return my calls. Steve has been preparing my business and personal returns now for over ten years.
Howard R.
Owner Operator
I own an tile import company located in Miami and Steve has been prepared my personal and business tax returns for about 8 years. He has consistently offered constructive advice and insight that has helped me run and grow my business.
Mehmet Y.
Owner / President
Previous
Next