SF Tax Accounting & Financial Solutions

Founded in 2011, SF Tax, Accounting & Financial Solutions is a small, experienced accounting firm specializing in personalized bookkeeping and tax services for small businesses and individuals in Martin County, Palm Beach County, St. Lucie County, and Indian River County.

Our mission is to build lasting relationships with our clients by understanding their unique financial transactions and providing them with tailored solutions to maximize efficiency and profitability. Our team of passionate and knowledgeable professionals approach every engagement with a spirit of collaboration and a commitment to delivering exceptional client service.

Our Services

1. Accounting Services

We provide comprehensive accounting services tailored to meet your specific needs, including:

• Accurate and timely financial record-keeping
• Bookkeeping software training and implementation
• Development of financial reports (profit and loss statements, balance sheets, cash flow statements)
• Monthly, quarterly, and annual accounting summaries

2. Bookkeeping/Write-up

We can help you establish and maintain efficient bookkeeping systems, ensuring accurate and organized financial records. This includes:

• Entering transactions in your chosen accounting software
• Reconciling bank statements
• Managing invoices and payments
• Reconciling credit card statements

3. Payroll Services

We relieve the burden of payroll processing by:

• Calculating salaries and taxes
• Processing payroll checks or direct deposits
• Generating payroll reports
• Filing required tax returns

4. Sales tax reporting

We assure accurate and timely filing of sales tax returns to avoid penalties and interest.

5. Cash Flow and Budgeting Analysis

We assist you in:

• Identifying and managing your cash flow
• Developing a budget and tracking expenses
• Analyzing financial performance to make informed business decisions

6. IRS Representation

We are experienced in assisting clients with IRS audits and filings, providing:

• Representation before the IRS
• Negotiation of tax liabilities
• Tax planning and compliance guidance

7. Entity Selection and Restructuring

We can guide you through the process of choosing the right legal structure for your business and offer restructuring advice to optimize your tax efficiency.

8. Advisory Services

Our experienced team can provide valuable guidance on:

• Tax planning and compliance strategies
• Business valuation and financial planning
• Succession planning and wealth management