Some small businesses can make do with a bookkeeper – someone to perform the tedious task of recording financial information and cranking that data into the necessary formats, like P&L statements and tax forms. However, a good small business accountant does much more than just record transactions and passively generate documents; they actively analyze, interpret and convert that data into actionable business intelligence. Based on where you want to go with your business, we can tell you how to get there. If you are only looking at the financial tracks of where you have been and not where you are going, you’re missing out on a great opportunity to receive good business advice.
All CPAs are accountants but not all accountants are CPAs. In many states, anyone can call himself/herself an “accountant.” In order to become a CPA in Florida, however, an individual must meet educational, experience and ethical requirements and pass the Uniform CPA Examination. Only then are individuals granted licenses to practice by state boards of accountancy. Also, only CPAs can perform the mandatory audits of all publicly traded U.S. companies.
(from Philip Taylor, PT Money/Personal Finance)
- Technology – We prepare your tax returns using a state-of-the-art computer system and the latest software for tax professionals, and file them electronically to insure accuracy and faster refunds. We also offer several online bookkeeping and payroll processing packages to keep up-to-date financial information at your fingertips and improve your bottom line by outsourcing these services to us, the professionals.
- Licensing – In some states, accountants who are not certified do not have to meet any requirements. As a practicing CPA, Kevin Wrobel is licensed through the state of Florida. In order to maintain this license, Kevin must update his education each year and run his business according to specific standards, which provide assurance to you that you’re getting quality service. If you ever have a question about a CPA’s legitimacy, contact your state’s board of public accountancy and request information about them.
- Consistency and Stability – As a practicing CPA, Kevin is in it for the long run, so he will be there for you year after year.
- Accessibility, Approachability, and Availability – As a CPA, Kevin performs many types of financial services, not just taxes. Therefore, his door is always open for tax questions, tax planning, audit help, or any other assistance you may need. Most tax preparation services close their doors from May to December. Who’s going to help you when you get that audit letter? We will. You can call us or email us ANYTIME, and we will get back to you within 24 hours. Kevin is the friendliest, most down-to-earth and relevant accountant you will ever meet. He is extremely easy to talk to, and he will be direct and honest when answering your questions.
- Record Retention– Wrobel Accounting maintains client tax information much like a doctor holds on to their patient’s medical records. We act as your own personal filing cabinet through the years. If you want, you can even get your own copy of the return and supporting documents in a professional folder or on CD to file away yourself.
- Tax Planning – The best part about using a CPA is the tax planning advice we can provide you throughout the year. There are certain year-end tax moves you can make each year that will save you hundreds in tax dollars when it’s time to file. Software applications and tax preparation companies aren’t around to help you with those things like we are.
- Professionalism – Only a person who wants to be a professional is willing to go through what it takes to be a CPA. As mentioned above, Kevin is licensed with the state. He’s gone through a ton of accounting classes, a stringent and difficult certification exam, and he maintains his license through continuing education courses each year. Of course, CPAs are still just people, but for tax filing purposes we’ll take the CPA designation over any other.
- Your Time – The last good reason we’ll give you to hire a CPA is your time. A CPA will save you the time it takes to enter in all the information and file the return, they have a working knowledge of tax laws that you don’t have, and they can ask you the right questions to determine what tax credits and forms are necessary for you. Each passing year will get quicker and easier as you learn what we need you to bring in.
Yes, in fact, we have a Certified QuickBooks ProAdvisor on staff! We can not only review your books, but we can provide technical support and advise you on how to put it to best use for your company. But make sure you give us plenty of time to review your books and fix any mistakes before tax returns are due. QuickBooks and programs like it can cause a lot more work for us when we’re preparing your return because many people don’t do a good job tracking their income and expenses, creating a mess for us at the height of tax season when our time is worth a premium.
Most states/jurisdictions, including the State of Florida, require at least a Bachelor’s degree to be eligible to become a CPA. Kevin Wrobel obtained his degree from the University of South Florida. Most states/jurisdictions also require at least one or two years of public accounting experience. Kevin Wrobel has over 18 years of public accounting and tax experience, for everyone from private individuals to large public corporations. Kevin is licensed with the American Institute for Certified Public Accountants.
To learn more about our staff and qualifications, please visit our about page.
CPAs provide a wide range of services and are employed in public accounting and other professional services firms, business and industry, government and education. CPAs in public practice are engaged by their clients for a variety of services including accounting, auditing, tax, personal financial planning, technology consulting and business valuation. CPAs employed in business, industry and government are likewise responsible for activities from accounting and financial reporting, implementing and managing internal controls and information systems, to compliance with tax and other laws and regulations and other areas of business and financial management.
While a portion of our clients are individuals requiring tax return preparation, we specialize in assisting small business owners who need help with monthly, quarterly, and annual tax and accounting. We have clients who are self-employed or run their own business consisting of several employees. Our clients include banking and finance professionals; auto sales, customization, and repair shops; industrial manufacturers and wholesalers; general contractors; retailers; various health and legal practitioners; hairstylists; veterinary clinics; and IT/web specialists, just to name a few.
First of all, we are experts. Taxes, accounting and bookkeeping is our only business. We assign duties to those members of our staff most skilled and qualified to accomplish the task. We have in place appropriate controls to ensure accurate and timely processing of all accounting data. We have developed systems and procedures for our staff with which all of our staff are familiar. That means if for any reason your usual bookkeeper is unavailable, another can step in and be immediately up-to-speed with your needs, making us far less vulnerable to employee turnover than you would be with an in-house bookkeeper.
When we finish your tax return or other accounting or consulting project, that is the start of our service not the end. We will answer any questions you have during the current tax year by phone or email at no additional charge. A quick call during the year can often save a great deal in taxes at the next year-end. Software applications and tax preparation companies aren’t around to help you with your tax and bookkeeping questions year-round — we are. If you are ever fined or penalized as the result of an error that we made, you can rest assured that we will not only assume responsibility and work with the agency to abate the penalty, but we will also provide either a full refund of our fees related to those services or else perform a prescribed amount of future services free of charge.
At Wrobel Accounting, we understand the sensitive nature of the documents and information that you share with us, and we go to great lengths to protect your privacy. We store electronic copies of all pertinent tax and accounting information on secure servers and return your original documents to you in person or by US mail. Any documents generated that are not returned to you which contain personal information are shredded and disposed of securely. We will never knowingly share your contact information.
Due to the number of delinquent accounts we have had over the years, our policy is to receive payment for our services at the time they are rendered. If you are due a refund, however, you may elect to have our fees deducted from your refund to avoid up front, out-of-pocket costs.
Everyone dreads an audit, but Wrobel Accounting stands behind any work we do. As a CPA, Kevin Wrobel will act as your legal representative before the IRS or any other revenue agency, which means he can go in your place to a tax audit. If you are ever fined or penalized as the result of an error or omission that we made, you can rest assured that we will not only assume responsibility and work with the agency to abate the penalty, but we will also provide either a full refund of our fees related to those services or else perform a prescribed amount of future services free of charge. Note: Additional fees may apply to audit representation.