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.
Make sound financial decisions at every stage of your lie. 360 Degrees of Financial Literacy is a free program offered by the nation’s CPAs to help Americans understand their personal finances. Stay on top of recent legislation, start planning your retirement, or develop a debt reduction plan. All of that and more can be found at 360 Degrees of Financial Literacy.
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 College of Business. Most states/jurisdictions also require at least one or two years public accounting experience. Kevin Wrobel has 13 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.
For more about our staff and their qualifications, please visit the “About Us” page on our website.
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.
To a limited extent, yes. Accountant-client privilege is a group of confidentiality privileges available in American federal and state law. Accountant-client privileges may be classified in two categories: evidentiary privileges (one that may be successfully asserted in a court of law) and non-evidentiary privileges (one that may not be maintained in a court of law, or which is, according to the terms of the statute granting the privilege, not applicable in the face of an order from the court compelling disclosure of the communication for which the privilege is claimed). The evidentiary and non-evidentiary versions of the accountant-client privilege are, as a general rule, creations of Federal or state statute. For example, the Federally Authorized Tax Practitioner (FATP) Privilege is a limited evidentiary privilege available in US federal tax law. This privilege is defined in an amendment to the Internal Revenue Code made by the Internal Revenue Service Restructuring and Reform Act of 1998, which states that “with respect to tax advice (i.e., advice given by an individual with respect to a matter that is within the scope of the individual’s authority to practice), the same common law protections of confidentiality which apply to a communication between a taxpayer and an attorney shall also apply to a communication between a taxpayer and any federally authorized tax practitioner to the extent the communication would be considered a privileged communication if it were between a taxpayer and an attorney”. Under the law, the term “federally authorized tax practitioner” (FATP) means an individual authorized under Federal law to practice before the Internal Revenue Service where the practice is subject to Federal regulation under 31 U.S.C. § 330. There are, however, some significant limitations on the FATP privilege.
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.
For services besides preparation of standard forms, such as tax returns and payroll forms, we typically charge an hourly rate of $150. We do NOT charge for incidentals such as brief telephone conversations, emails, or postage.
We know price is a critical factor. Like any service the cost varies based on how labor-intensive it takes. For consistency, however, our fees for tax returns are based on the final products rather than our hourly rate. As a guide, personal tax returns (Form 1040) start at $149 but most average $200-$450 due to additional schedules and forms needed. If you own a business, have a lot of investments or some other tax complexity, your fees will be higher. Pricing for corporate tax returns (Form 1120) start at $699 but typically average $750 – 950. Sole proprietors and partnerships (Form 1065) fall somewhere in between. Feel free to call to discuss your situation and we’ll be able to give you a more accurate quote.
Individual clients with personal accounts are extended a $500 credit limit with payment of invoices Due Upon Receipt. Corporate clients are offered a $1,000 credit limit with payment of invoices due in 30 days (for some services, a 2% discount is offered if the invoice is paid within 10 days). Delinquent clients are assessed a 2% finance charge after 60 days and after 90 days their credit privileges are revoked and all invoices become payable upon receipt.
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.
What personal information do we collect and how do we use it? We collect information about our users in three ways: directly from the user, from our web server logs, and through cookies. We use the information primarily to provide you with a personalized Internet experience that delivers the information, resources, and services that are most relevant and helpful to you. We don’t share any of the information you provide with others, unless we say so in this Privacy Statement, or when we believe in good faith that the law requires it.
When you register for our services or order products via our site, we ask you to provide some personal information, for example, your name, address, phone number, email address, payment card information, and/or certain additional categories of information resulting from use of our websites and services, such as research requests. We keep this information in a contact database for future reference, as needed. We may use certain information you provide to offer you products and services that we believe may be of interest to you. If you don’t wish to receive such offers, you may opt out (unsubscribe).
Web Server Logs
When you visit our website, we may track information about your visit and store that information in web server logs, which are records of the activities on our site. Our servers automatically capture and save the information electronically. The information we collect in web server logs helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience. Examples of the information we may collect include:
- Your unique IP address
- The name of your Internet service provider
- The city, state, and/or country from which you access our website
- The kind of browser or computer you are using
- The number of links you click within the site
- The date and time of your visit
- The web page from which you arrived to our site
- The pages you viewed while browsing our site
Third Party Services
How does Thomson Reuters protect the personal information that it collects? We have implemented appropriate security measures to help protect your personal information from accidental loss and from unauthorized access, use, or disclosure. For example, our website is protected with Secure Sockets Layer (SSL) technology. Also, we store information about you in a data center with restricted access and appropriate monitoring, and we employ a variety of technical security measures to secure your data. In addition, our servers use intrusion detection and virus protection software. Please note that we cannot guarantee that unauthorized persons will never be able to defeat our security measures. Also, please note that we may store and process your personal information in systems located outside of your home country. However, regardless of where storage and processing may occur, we take appropriate steps to ensure that your information is protected, consistent with the principles set forth under this statement.
Who Has Access to my Personal Information? We will not sell, rent, or lease mailing lists or other customer data to others, and we will not make your personal information available to any unaffiliated parties, except as follows:
To agents and/or contractors who may use it on our behalf or in connection with their relationship with us (for example, we may use third parties to help us with preparing your tax work or promotional campaigns). As required by law, in a matter of public safety or policy, as needed in connection with the transfer of our business assets (for example, if we are acquired by another company or if we are liquidated during bankruptcy proceedings), or if we believe in good faith that sharing the data is necessary to protect our rights or property. We also rely on some of our affiliates for support of the products and services we offer, and as a result we may share some of our back-office functions with other companies. Rest assured that our affiliates are all required to preserve the confidentiality of any personal information they may access.
When accessing our payment portal, we recommend that you refrain from disclosing your username(s) and password(s) to anyone, and we also recommend that you sign out of your account or service at the end of each session. You may also wish to close your browser window when you have finished your work, especially if you share a computer with someone else or if you are using a computer in a public place like a library or Internet cafe.
Other Data Submitted to Wrobel Accounting
This section is designed to answer your questions about the information that Wrobel Accounting has obtained through multiple electronic means. We recognize the sensitive nature of personal and business financial information and take every precaution to protect your privacy. When you entrust us with information, you can be certain it will be used only within our strict guidelines. Electronic data is encrypted to ensure safety and privacy during transmission. All servers and employee computers are protected by secure firewalls and all computers are kept to current operating systems. All data is maintained and backed-up on a regular schedule. Maintaining the confidentiality of taxpayer return information is a core policy of Wrobel Accounting, and we have designed our business practices to ensure that such information is protected. We make every effort to be fully compliant with rules under sections 6713 and 7216 of the Internal Revenue Code. We destroy all hard copies of data before disposing of it.
If you have any additional questions or concerns related to this statement and/or our practices, please email us at firstname.lastname@example.org or call us at (813) 514-8273.
Privacy Statement Changes
If our information practices change in a significant way, we will post the policy changes here. This Privacy Statement was last updated on 05-04-2013.
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 that 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.
They have to actually work, such as emptying the garbage cans or modeling for your product catalog, but they can earn up to $3,300 without paying income tax. You’ll have to cover payroll taxes of about 20%, but you’ll still come out ahead if your business falls into, say, the 35% tax bracket.
A 2005 change to the tax code lets companies deduct a percentage of profits on products they’ve made in the U.S. The deduction is 3 percent in 2006, and jumps to 6 percent next year. The IRS defines a manufacturer fairly broadly to include products like software and construction. Find out if you qualify.
It’s good for the environment–and your wallet, given current gas prices–but the IRS isn’t doling out tax credits for hybrids uniformly. The amount depends on the make, model, and year of the vehicle, as well as how many hybrids the car maker has already sold in 2006. Your CPA should have current guidelines.