Koch & Company CPAs, Punta Gorda FL, offers many tax services for businesses. We can help with Business Start Up and Planning, Buying and Selling Businesses, Business Valuations and more.
Business Start Up & Planning
We will meet with you to discuss the type of business entity that is most favorable for your business. After deciding on the type of entity, we can assist you with submitting the proper forms to the state and federal agencies to complete the set up. We can also assist with stock certificates, promissory notes, and many items of this nature.
Accounting, Bookkeeping & Payroll
We design our accounting, bookkeeping, and payroll services to meet your individual needs. Weekly, monthly, quarterly, annually, or simply as needed services. We can receive your mail, paying your bills, and entering data to provide Financial Statements when you want them.
Tax Planning & Preparation
Expertise. Peace of mind. Confidence. These are the things that you can expect us to provide as your tax advisor. Regardless if you operate a partnership or multi-tiered corporation, our staff can accommodate your needs for tax planning and preparation. We meet with you to discuss your tax situation, review your data, and go over the completed tax return with you before filing.
Federal & State Tax Problems
When an issue arises, it can be frustrating getting the IRS to respond to the problem.
We pride ourselves on effectively representing our clients before the IRS and solving any tax situation that comes our way.
When dealing with audits, our CPAs are successful in identifying the particular auditor’s strengths, weaknesses, and biases; considering alternatives and any tax consequences of each alternative; recognizing potential problems with the items to be examined; and reviewing the problem at hand to determine if there are other items to be addressed. We also assure our clients that the IRS does not violate the Taxpayer Bill of Rights. If they chose, the client does not even attend the IRS meetings. We will be your representative with a proper power of attorney.
We also will represent you regarding any income, payroll, sales tax, or other issues with a State government.
Not-for-Profit organizations have their own set of rules and we assist many organizations in this area. The tax returns are also different as compared to a for profit business. In addition to preparing tax returns, we also assist in setting up new Not-for-Profit organizations.
Management reports such as actual to budget are important in a business. Insurance and banking needs are examples of areas we review.
Here we become involved in gathering information to gain an understanding of a business’s financial standing through the use of financial and analytical processes.
Click on a source below.
- Charlotte County Economic Development Office
- Charlotte County Property Appraiser’s Office
- Federal Department of Labor
- DeSoto County Property Property Appraisers Office
- Lee County Property Appraiser
- Sarasota County Property Appraiser
- Small Business Administration
- U.S. Treasury Department
- Social Security Office
- Internal Revenue Service
Organizations & Associations
Buying and Selling Businesses
At any point in time we are involved with a number of clients who are expanding their business and have asked us for guidance or assistance with purchasing another business. Some owners are ready to sell and need assistance in getting their accounting records in order and ready for due diligence.
QuickBooks Set Up And Training
We support QuickBooks software and can provide training on the client’s premises or at our office. We will set up the chart of accounts and get the accounting process off on the right track. We can follow-up with the client on a monthly or quarterly basis to review the entries and provide depreciation, amortization and any other adjustments that may be needed. To serve you better, we have Certified QuickBooks ProAdvisors on staff.
We also offer “LogMeIn” Service. We can remotely log into your computer with your permission and review entries and adjustments.
QuickBooks training is offered to you in a format to meet your needs.
Please contact us if you have any questions. We will be happy to schedule a Free Consultation with you.
252 W. Olympia Ave. Punta Gorda, FL 33950
Mon - Fri: 8:30am - 5pm, Sat - Sun: Closed
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