Business Details
18 Years
experience
Your Trusted Accounting Partner in Fleming Island, FL
Established in 2008 by Tim and Cindy Coleman, our firm brings decades of combined expertise in accounting, tax planning, and financial consulting. With Tims 30+ years of experience since 1988 and Cindys 20+ years since 1999, we specialize in delivering personalized solutions for individuals, businesses, and nonprofits. Our services include tax preparation, financial audits, QuickBooks support, payroll processing, and business consulting, all backed by a commitment to client satisfaction and up-to-date industry knowledge. We prioritize long-term relationships, transparent communication, and ethical practices, serving clients in Fleming Island, Florida, and beyond.As QuickBooks ProAdvisors, we offer software customization and exclusive discounts, ensuring tailored financial tools for small businesses. Our community involvement, including membership in the Clay County Chamber of Commerce, reflects our dedication to local growth. With a focus on minimizing client stress, we handle complex financial challenges, from IRS notices to business valuations, while maintaining a relaxed, client-centric atmosphere.
Services
Tax Preparation
Financial Audits
QuickBooks Support
Payroll Processing
Business Consulting
Details
- Year established: 2008
Highlights and features
- We offer over 30 years of combined experience in accounting and tax services.
- Our team is certified annually and recognized as QuickBooks ProAdvisors since 2000.
- We provide personalized, stress-free solutions tailored to individual client needs.
- Our firm prioritizes transparency, ethical practices, and community involvement.
- We offer exclusive 20% discounts on QuickBooks products to our clients.
Associations and certifications
- QuickBooks ProAdvisor
- Authorized QuickBooks Affiliate
What people say
Exceptional job
Very responsive
Knowledgeable
Pleasant to work with
Great integrity
Services
Tax Preparation
We specialize in accurate and timely tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays updated on tax law changes to maximize deductions and credits. Clients receive personalized guidance to minimize liabilities and avoid IRS complications.
Financial Audits
Our audit engagements ensure financial accuracy and regulatory compliance for businesses, governments, and nonprofits. We conduct standard and single audits, internal control assessments, and agreed-upon procedures. Our approach balances professional standards with actionable insights to improve business efficiency.
QuickBooks Support
As QuickBooks ProAdvisors, we offer setup, customization, and troubleshooting for QuickBooks Online and Desktop. Our services streamline accounting processes, including monthly bookkeeping and payroll. Clients benefit from exclusive software discounts and tailored financial tools.
Payroll Processing
We manage payroll processing, including direct deposit, tax filings, and compliance reporting. Our solutions reduce administrative burdens while ensuring accuracy in wage calculations and tax remittances. Services cover quarterly and annual filings for businesses of all sizes.
Business Consulting
Our consulting services focus on business growth, tax planning, and financial strategy. We assist with startup guidance, budgeting, and sales tax compliance. Tailored advice helps clients optimize profits and navigate complex financial challenges.
People
Timothy M. Coleman
Founder, President and Managing Partner
Certified Public Accountant with 30+ years of experience. Specializes in tax strategy, audits, and business consulting. Graduated from Clarkson University in 1989. Committed to client-focused solutions and community engagement.
Cindy Goodgame Coleman
Vice-President and Managing Partner
Accounting professional with expertise in small business consulting and QuickBooks. Passed two CPA exam sections; expected to earn license by 2020. Survived breast cancer at 34; advocates for client well-being.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, payroll processing, sales tax filings, and financial statement preparation tailored to small business needs.
Can you assist with IRS tax notices or audits?
Yes, we handle IRS notices, audits, and tax dispute resolution to minimize client stress and ensure compliance.
Are you certified QuickBooks ProAdvisors?
Yes, we are certified QuickBooks ProAdvisors offering software setup, training, and exclusive client discounts.
Do you provide financial planning for individuals?
Yes, we offer tax planning, investment guidance, and fixed asset management for personal financial goals.
What areas do you serve?
We primarily serve Fleming Island, Clay County, and surrounding areas in Northeast Florida.
