Business Details
Trusted CPA Services in Boca Raton, FL
Jeffrey D. Ressler, CPA & Associates is a boutique accounting firm in Boca Raton, Florida, dedicated to empowering clients' financial futures through clarity, strategic insight, and personalized service. With over 30 years of experience, our team provides precision-driven accounting, tax planning, and financial advisory services to individuals, entrepreneurs, and small-to-midsize businesses. We prioritize building long-term relationships based on trust, offering tailored solutions that align with evolving client needs. Our expertise spans tax compliance, business startup support, payroll processing, and IRS representation, ensuring clients remain compliant with ever-changing regulations.By combining the rigor of national consultancies with the personal touch of a local partner, we help clients minimize tax liabilities, streamline operations, and achieve sustainable growth. Our commitment to education ensures clients understand their financial data, enabling informed decision-making. Serving Boca Raton, Palm Beach County, and nationwide, we leverage modern technology to maintain seamless communication and deliver accessible, high-quality service.
Services
Tax Planning
Financial Forecasting
Income Tax Preparation
Business Startups
Payroll Service
Bookkeeping
Tax Relief
QuickBooks Setup
Estate Tax Compliance
Budget Forecasting
Highlights and features
- Depth of experience with over 25 years serving clients across industries
- Individualized service, customized for your goals
- Strategic financial insights to minimize liabilities and maximize growth
- Integrity, accuracy, and confidentiality in all client interactions
- Accessible for questions with solutions specific to your needs
Services
Tax Planning
Our tax planning services focus on legally minimizing your tax burden while ensuring compliance with federal and state regulations. We analyze your financial situation to identify deductions, credits, and strategic opportunities tailored to your unique circumstances. By staying ahead of changing tax laws, we help individuals and businesses optimize their financial outcomes and achieve long-term savings.
Bookkeeping
We provide full-cycle bookkeeping services, including bank reconciliation, accounts receivable/payable management, and financial reporting. Our organized systems ensure accurate, up-to-date records to support informed business decisions. By maintaining precise financial data, we help clients streamline operations and prepare for tax season with confidence.
Payroll Service
Our payroll services handle tax withholding calculations, direct deposit, and compliance with payroll laws. We ensure timely and accurate payment of employee wages and tax filings, reducing the risk of penalties. Clients receive employee logins for check stub retrieval and benefit from seamless integration with their accounting systems.
Business Startups
We guide new businesses through entity selection, EIN registration, and tax structure optimization. Our services include setting up accounting systems, creating business plans, and preparing for compliance. By establishing a solid financial foundation, we help startups focus on growth while avoiding common legal and tax pitfalls.
Tax Relief
We assist clients with tax debt resolution, audit defense, and unfiled tax returns. Our expertise includes negotiating payment plans, offers in compromise, and lien removal with the IRS. By addressing compliance issues proactively, we help individuals and businesses regain financial stability and avoid enforcement actions.
People
Jeffrey D. Ressler
Certified Public Accountant
Jeffrey D. Ressler has over 30 years of experience in accounting and tax preparation. He focuses on strategic tax planning, compliance, and financial advisory services. His approach emphasizes client education, relationship-building, and minimizing tax liabilities through legal strategies.
Sue Finkelstein
Senior Accountant
Sue Finkelstein specializes in individual and small business tax services, including payroll and bookkeeping. With over 15 years of experience, she prioritizes client relationships and clear communication to ensure clients understand their financial and tax situations.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including bookkeeping, payroll processing, financial reporting, and tax compliance. Our services help small businesses maintain accurate records and make informed financial decisions.
How can your firm help with tax planning?
We offer strategic tax planning to legally minimize liabilities, identify deductions, and ensure compliance. Our expertise includes individual and business tax returns, estate tax planning, and audit defense.
Do you assist with business startup services?
Yes, we help new businesses choose the optimal legal structure, register for tax IDs, and set up accounting systems. We also provide ongoing support for payroll and tax compliance.
What tax relief options are available if I owe back taxes?
We negotiate IRS payment plans, offers in compromise, and lien removal. Our goal is to resolve tax debt issues while minimizing penalties and protecting your financial future.
Can you help with QuickBooks setup and training?
Yes, we assist with QuickBooks setup, chart of accounts configuration, and staff training. We ensure your accounting software is optimized for accurate financial reporting and efficient management.
What areas do you serve?
While based in Boca Raton, Florida, we serve clients nationwide. Our virtual services accommodate businesses and individuals across the United States.
