Business Details
13 Years
experience
Your Trusted Melbourne CPA for Accounting & Tax Services
Our firm is a multi-service accounting practice licensed in Florida and Colorado, dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. With over two decades of expertise, we specialize in small business accounting, tax planning, payroll management, and IRS audit representation. Our approach combines personalized service with proactive strategies to safeguard personal assets, optimize tax efficiency, and enhance business profitability. As a CPA firm founded in 2013, we build on a legacy of experience from our lead professional, who has held critical financial roles in real estate and corporate operations.We prioritize accuracy, compliance, and client education, offering monthly reconciliations, cash flow projections, and QuickBooks integration. Our commitment to transparency, ethical standards, and continuous client support ensures businesses remain compliant while achieving long-term financial goals. By handling complex accounting tasks, we empower clients to focus on core operations, confident in their financial stewardship.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Tax Planning
Cash Flow Management
IRS Audit Representation
Online Payroll
New Business Formation
QuickBooks Setup
Details
- Year established: 2013
Highlights and features
- We provide IRS audit representation with proven strategies to resolve tax disputes.
- Our QuickBooks setup and training streamline business accounting processes.
- We offer free initial consultations to tailor solutions to client needs.
- We combine CPA expertise with real-world business experience in multiple industries.
- Our cash flow management services prevent financial crises through proactive projections.
Services
Small Business Accounting
We handle complete accounting systems for small businesses, including bank reconciliations, income statements, and balance sheets. Our monthly or quarterly services ensure accurate financial records, detect fraud, and provide strategic insights. Clients gain access to clean general ledgers and unlimited consultations for operational clarity.
Payroll Services
Offering comprehensive, after-the-fact, and online payroll solutions, we manage tax filings, direct deposits, and compliance reporting. Our services include W-2 processing, vacation accrual tracking, and specialized reports. Businesses save time while maintaining accurate records and avoiding penalties through expert payroll administration.
Tax Preparation
We prepare federal and state tax returns while identifying deductions to minimize liabilities. Services include income tax planning, corporate tax compliance, and audit support. By analyzing financial data, we ensure accurate filings and provide strategies to reduce future tax burdens through legal optimization.
IRS Audit Representation
Our CPA team represents clients during IRS audits, handling documentation requests and negotiations. We prevent overpayment of taxes by challenging inaccurate assessments and leveraging tax law expertise. This service eliminates client stress while ensuring compliance with audit requirements and deadlines.
Cash Flow Management
We develop customized cash flow projections to prevent liquidity crises. By analyzing revenue cycles and expense patterns, we create actionable plans to maintain operational stability. This service helps businesses optimize working capital and make informed financial decisions for sustainable growth.
People
Barbara J Braley
CPA
Barbara J Braley is a licensed CPA in Florida and Colorado with over 20 years of accounting experience. She specializes in small business accounting, tax strategies, and IRS audit representation. Her background includes CFO roles in real estate firms and expertise in QuickBooks implementation.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bank reconciliations, income statements, balance sheets, and general ledger maintenance. Our services help businesses track financial performance and maintain compliance.
Do you handle payroll tax filings and reporting?
Yes, we offer comprehensive payroll services including tax deposits, W-2 processing, and compliance reporting to ensure businesses meet federal, state, and local requirements.
How can you help with IRS audit situations?
We provide full audit defense services, including documentation preparation, correspondence with the IRS, and dispute resolution to minimize tax liabilities and penalties during audits.
What tax planning strategies do you specialize in?
Our firm focuses on identifying deductions, optimizing business structures, and implementing year-round strategies to legally reduce tax liabilities while maximizing after-tax income.
Do you offer QuickBooks setup and training?
Yes, we provide QuickBooks setup, data migration, and personalized training to help businesses efficiently manage their accounting processes using this software.
