Michele A Bourcy Nelson CPA PA

Michele A Bourcy Nelson CPA PA is a full-service accounting firm based in Lakeland, Florida, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. With years of valuable experience assisting clients with their tax and accounting needs, our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We believe in open communication and research-based strategies to understand our clients' needs, delivering high standards of excellence and professionalism in every engagement.

Services

Michele A Bourcy Nelson CPA PA offers a comprehensive suite of services designed to meet the financial and business needs of our diverse clientele. Our expertise spans across various industries, and we take pride in our ability to address each client's unique requirements. Our core services include:

• *Tax Management Services*: Our firm guides clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Leveraging our expertise, experience, and thorough research, we optimize financial opportunities within existing and altered tax laws.

• *Accounting Services*: We provide accurate record-keeping and reporting, initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include general ledger and financial statement preparation, bookkeeping, accounting system setup and support, payroll processing, cash flow budgeting and forecasting, and personal financial statements.

• *Reviews and Compilation*: Our financial statement services comprise two levels of assurance depending on your company's needs. Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures, while compilations are based on information provided by management and result in the presentation of financial statements.

• *QuickBooks Accounting Help and Assistance*: Our team of professionals helps businesses set up, manage, and optimize their QuickBooks accounting systems. This includes ongoing support for efficient financial management, ensuring accurate financial records and reports.

• *Entity Selection and Restructuring*: We provide guidance on the most suitable business structure for our clients, considering various factors such as tax implications, liability protection, and operational efficiency. As businesses grow and evolve, we also advise on corporate restructuring to align with changing needs.

• *Payroll Services*: Our payroll services help businesses manage their payroll efficiently, accurately, and in compliance with relevant regulations. These services include check processing and printing, direct deposit, W-2 and 1099 processing, and filing of quarterly and annual payroll tax returns.

• *Cash Flow and Budgeting Analysis*: Our cash flow and budgeting analysis services provide businesses with a clear understanding of their financial position and projections, helping them make informed decisions for growth and sustainability.

• *Business Valuation*: We offer comprehensive business valuation services, providing accurate and objective valuations for businesses of various sizes and industries, supporting business transactions, estate planning, and litigation.

• *IRS Representation*: Our experienced professionals represent clients before the IRS and other taxation authorities, resolving disputes, and ensuring compliance with tax regulations while protecting our clients' best interests.

• *Employee Benefits, Pension, and Profit-Sharing Plans*: We help businesses design and implement employee benefits, pension, and profit-sharing plans tailored to their needs and goals, attracting and retaining top talent while optimizing tax benefits.

• *Financial Projections and Forecasts*: Our team provides financial forecasting and projections, offering detailed insights into future financial scenarios, enabling informed decision-making and strategic planning.

• *Litigation Support and Forensic Accounting*: Our litigation support and forensic accounting services assist attorneys and clients in dispute resolution, providing thorough investigations, analysis, and expert testimony.

• *Bookkeeping/Write-up*: Our comprehensive bookkeeping and write-up services ensure accurate financial records, enabling businesses to focus on their core operations while maintaining financial health.