Accounting & Tax Services
Tax Accounting Services
Serving Orange Park, Middleburg, Green Cove Springs, St. Johns, St. Augustine, Jacksonville, Florida, and Nationwide
Business & Personal
Tax Preparing and Tax Planning Services
Accounting and tax services by a professional can help minimize your future tax liability. The team at Vicki Middlekauff CMA, PA is available year-round, and provides tax preparing and tax planning services to help you flourish financially.
Vicki Middlekauff and her team can help you proactively manage both personal and business tax returns, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. By having the team at Vicki Middlekauff CMA, PA on your team, you are more likely to benefit from those new opportunities. They understand how the latest federal, state and local tax legislation and other developments affect you and your business, and we are constantly identifying new ways to reduce federal, state, and local tax liabilities.
Business Accounting Services
Vicki Middlekauff’s business tax accountants and tax professionals cater to businesses across the United States. In addition to preparing federal, state, and local business and corporate tax returns, the firm offers several business tax accounting services:
Sales Tax and Employer Tax Services
State and local tax authorities are looking to maximize sales tax collections. The team can help you understand and manage your sales tax obligations and prepare sales tax returns and quarterly payroll tax returns in an efficient and timely manner.
If your business needs help creating financial statements (like Profit and Loss reports) needed by lenders, partners, and potential buyers or investors, Vicki and her team will help. They’ll also setup your business with the State, file Articles of Incorporation, get you an EIN for your tax return, and file Entity Election paperwork. If you have a balance with the IRS, Vicki can help with IRS audits and IRS representation.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, the team can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business.
As your business needs grow and change, they can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Vicki’s audit, review and compilation capabilities are a core part of the services offered. They tailor each process to the unique needs of your business. Vicki and team deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively.
The firm will work closely with you and your key employees to develop and execute a plan to complete bookkeeping work by minimizing employee time spent on the process and without disrupting operations.
As a true business partner, Vicki Middlekauff PA is available to help you deal with any business problem or new opportunity. The team stands ready to engage in business consulting projects to help you make the right decisions for the future of your business.
Whether you face questions related to expanding, selling or restructuring your business, the team has the necessary business acumen and analytical capabilities to help you make the right decisions.
When you are ready to sell your business, the firm can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, they can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Business Entity Setup
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. Vicki can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Management Advisory Services
Vicki’s Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. The team can provide support in business planning, mergers, acquisitions, and other advisory support. Contact the office to learn about the full range of services offered.
Personal Accounting Services
Personal Tax Return Preparation
Professional personal tax preparation and proactive tax planning can help minimize you and your family’s future tax liability. Vicki and her team will explore all of your options and see what you qualify when filing your tax returns, maximizing your opportunity for a refund and reducing your tax liability for the IRS and state tax departments.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Vicki can work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Tax Representation Services
Notices from the IRS or State tax departments can be intimidating and a complex process. If you or your spouse face an IRS audit, Vicki brings 25+ years of experience in dealing with tax representation in tax return matters and IRS audit procedures. Her experience ensures you are properly represented when dealing with the IRS and other tax authorities.