Tax Preparation
Individual and small business tax return preparation, prior-year filings, amendments and related tax administrative assistance.
Additional services
Professional help beyond the back office.
Established tax, document and business paperwork services—available separately from the 20-hour administrative support retainer.
Business Startups
Florida business formation paperwork, EIN application assistance, registrations and ongoing business record organization.
Document Preparation
Business correspondence, agreements, affidavits and form preparation based on client instructions; no legal advice or representation.
Notary Services
Florida notarial services by arrangement, subject to availability, identity verification and applicable requirements.
Permits & Compliance
Administrative coordination for licenses, business tax receipts, permits and relevant Florida agency filings.
Special Projects
Records catch-up, administrative organization and customized documentation projects quoted separately.
Services are quoted based on scope. Official filings, payments, business decisions and document review remain subject to client authorization. I do not provide legal representation or CPA attest services.