Shepard Accounting & Tax Services

Shepard Accounting & Tax Services is a full-service Certified Public Accounting firm dedicated to providing our clients with exceptional accounting and tax services. Licensed in Florida, our team comprises highly skilled Certified Public Accountants, all holding valid Florida State CPA Certificates. We pride ourselves on our commitment to professionalism, expertise, and affordability, striving to make a positive impact on the financial well-being of our clients. Our mission is to empower individuals, families, and businesses by offering comprehensive solutions tailored to their unique needs.

Our Services

We understand that navigating the complexities of today's financial landscape can be challenging. That's why we offer a wide range of services designed to simplify your accounting and tax obligations, allowing you to focus on what matters most - growing your business or achieving your financial goals.

For individuals, we provide a comprehensive suite of services encompassing:

• Personal Financial Planning: We help individuals create a solid financial foundation by developing personalized plans that address their short-term and long-term financial objectives.
• Individual Tax Preparation: Our experienced tax professionals ensure accurate and timely filing of your personal tax returns, maximizing your deductions and credits, and minimizing your tax liability.
• Tax Planning: We work with individuals to develop proactive tax strategies that minimize their tax burden throughout the year, taking advantage of available exemptions, deductions, and credits.

For businesses, we offer specialized services that cater to the unique requirements of different industries:

• Small Business Accounting: We assist small businesses in managing their financial records efficiently, ensuring accuracy and providing valuable insights for informed decision-making.
• Bookkeeping Services: We handle the day-to-day bookkeeping tasks, such as recording transactions, reconciling accounts, and generating financial statements, freeing up your time to focus on core business operations.
• Payroll Services: We process payroll accurately and efficiently, ensuring timely payment to employees while complying with all federal, state, and local regulations.
• Part-Time CFO Services: We act as a fractional Chief Financial Officer for businesses that need expert financial guidance without the overhead of a full-time hire.
• Cash Flow Management: We analyze your cash flow to identify potential bottlenecks and opportunities, helping you optimize your working capital and maintain financial stability.
• Bank Financing: We assist businesses in securing financing from banks and other lending institutions by preparing comprehensive financial packages and working with lenders to ensure a smooth loan process.

• New Business Formation: We guide new business owners through the legal and financial aspects of starting a business, including entity selection, registration, and initial setup.

• Tax Preparation for Businesses: We prepare accurate and timely tax returns for businesses of all sizes, ensuring compliance with all applicable tax laws and regulations.

• Tax Planning for Businesses: We develop customized tax strategies for businesses to minimize their tax liability and maximize their profitability.

We also provide specialized tax relief services to help businesses and individuals resolve complex tax issues with the IRS:

• Tax Relief: We offer solutions for businesses and individuals facing tax debts, including IRS Offers in Compromise, Payment Plans, and Innocent Spouse Relief.
• IRS Audit Representation: We represent taxpayers before the IRS during audits, ensuring their rights are protected and advocating for the most favorable outcome.