CPA Consulting and Tax Service Professionals
Stephen C. O’Connell, Jr., P.A. provides a wide range of services to individuals and businesses in a variety of industries. At Stephen C. O’Connell, Jr., P.A., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Tax Management and Preparation Services
We guide our clients through tax planning and preparation decisions with strategies that minimize your tax liabilities. Through our experience and expertise, we can develop tax strategies that take advantage of existing and new tax laws and legislation.
Preparation services include federal and state filing for:
- Corporations
- S-Corporations
- Partnerships
- Not-for-Profit Organizations
- Trusts and Estates
- Individuals
- Federal Employer’s Quarterly Payroll returns
- Florida Employer’s Quarterly Unemployment returns
- Florida Tangible returns
- Florida Intangible returns
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From company setups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services bring you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit and profit-sharing plans.
- General ledger and financial statement preparation
- Bookkeeping (monthly, quarterly or annually)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Employee benefit and profit-sharing plans
- Litigation support
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We offer controllership services to small businesses. We provide management services to small businesses and professionals to help them meet the day-to-day operations. We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluation of financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objectives analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
- Compiled financial statements
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Analysis of leasing/purchasing equipment
- Collection of mortgages
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Compiled financial statements are usually requested for internal purposes and are based upon information provided by a company’s management.
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Litigation and Expert Witness Services
Our litigation support can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.
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Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealing with federal and state agencies. We have represented a variety of businesses and professionals in dealing with the following government agencies:
- Internal Revenue Service – Tax Audits
- Internal Revenue Service – Payroll Tax Issues
- Florida Department of Revenue – Unemployment Audits
- Florida Department of Revenue – Sales and Use Tax Audits
- Insurance Companies – Workmans’ Compensation Audits
