Business Details
34 Years
experience
Your Trusted Accounting Partner in Palm Beach Gardens
At Erickson, Debra A CPA, PA, we have dedicated ourselves to providing comprehensive accounting and tax solutions since 1992. Our firm was founded on the principle that small business owners and individuals deserve personalized, expert guidance to navigate complex financial landscapes. With over 30 years of experience as a licensed Florida CPA, Debra Erickson has cultivated a practice that combines technical expertise with a client-focused approach, specializing in tax planning, preparation, and representation before the IRS and Florida Department of Revenue. We offer tailored services including QuickBooks setup and training, payroll management, and business accounting, ensuring clients receive accurate, timely, and strategic financial support. Our commitment to excellence is demonstrated through our meticulous attention to detail, proactive tax-saving strategies, and dedication to building long-term professional relationships.We serve clients across all 50 states, maintaining a strong local presence in Palm Beach County while delivering nationwide expertise. Our team's proficiency in both desktop and online accounting software, coupled with our deep understanding of tax implications for businesses, trusts, and estates, positions us as a trusted partner for financial success. We prioritize transparency, discretion, and efficiency in all our services, helping clients minimize tax liabilities and maximize financial growth. Our track record of assisting clients with audits, tax problems, and financial planning reflects our unwavering dedication to achieving optimal outcomes. By handling complex accounting tasks, we empower business owners to focus on their core operations while maintaining complete confidence in their financial management.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Business Accounting
Tax Planning
New Business Formation
Bookkeeping Services
Tax Problem Resolution
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of CPA experience in tax and accounting services
- Our personalized approach ensures tailored financial solutions for each client
- We specialize in complex tax planning and IRS representation
- Our team provides expert QuickBooks setup and training for businesses
- We serve clients nationwide while maintaining local Palm Beach County expertise
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare and file individual and business tax returns with expert attention to detail. Our services cover income tax, corporate tax, estate taxes, and multi-state filings. We identify all eligible deductions and credits while ensuring compliance with IRS regulations. Electronic filing ensures timely submission and faster refunds for clients.
Tax Planning
Our proactive tax planning identifies opportunities to minimize tax liabilities throughout the year. We develop customized strategies for income deferral, estate tax reduction, and retirement distribution planning. Our approach focuses on long-term financial benefits while maintaining full compliance with evolving tax laws and regulations.
QuickBooks Setup
We implement complete QuickBooks solutions including system setup, chart of accounts configuration, and data migration. Our services ensure accurate financial tracking from day one, with staff training and ongoing support to maintain proper accounting practices for growing businesses.
Payroll Services
We handle full payroll administration including tax reporting, W-2 processing, and 1099 preparation. Our services ensure compliance with federal and state regulations while saving business owners time. We provide quarterly tax filings and year-end reporting to maintain accurate payroll records.
Business Accounting
Our comprehensive business accounting services include bank reconciliation, financial statement preparation, and general ledger maintenance. We provide monthly or quarterly financial reporting to support informed decision-making while ensuring accurate bookkeeping practices for small businesses.
People
Erickson, Debra A CPA
CPA
Licensed Florida CPA with over 30 years of experience. Specializes in tax planning, business accounting, and IRS representation. Graduated from Florida Atlantic University with a BBA. Focuses on personalized financial solutions for individuals and businesses nationwide.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bank reconciliation, financial statement preparation, general ledger maintenance, and customized reporting to help business owners focus on growth.
Do you handle tax preparation for individuals and businesses?
Yes, we prepare and file individual income tax returns, corporate tax returns (C and S corporations), partnerships, trusts, estates, gift taxes, and non-resident returns for clients nationwide.
Can you help with QuickBooks setup and training?
Our experts handle complete QuickBooks setup including chart of accounts configuration, balance transfers, and staff training for both desktop and online versions to ensure accurate financial management.
What tax planning services are available?
We offer strategic tax planning to minimize liabilities through income deferral, deduction optimization, estate tax reduction, and retirement distribution planning while ensuring compliance with current regulations.
Do you provide payroll processing services?
Yes, we offer full payroll services including federal and state tax reporting (Forms 941, 940), W-2/W-3 preparation, and 1099/1096 processing to ensure compliance with tax requirements.
