We use UltraTax, Accounting Creative Solutions and QuickBooks Desktop and Online.

All accounting files and information is kept highly confidential. Records are stored as high security files and no information is ever shared with outside parties for any reason. Our email is encrypted and all files are password protected.

We often assist clients that prefer to keep their current CPA. In fact, your CPA will likely prefer it. It saves time and money to have your bookkeeping completed throughout the year versus waiting until year end to have your books completed and potentially rushed through in time for tax season. You have the choice to deliver your bookkeeping or payroll records to your CPA, or we can deliver them directly via email, postal mail or fax. This will only be done with your permission.

At Boca Raton Accounting, we setup your bookkeeping with online account access. This enables us to download your information directly into QuickBooks so that you do not need to send us statements each month. When your bookkeeping is completed, we will email you your financial statements. We work to make this service easy and efficient for you.

Yes. We work with our clients to schedule meetings during times that work for them. This means that nights and weekends are always available for meeting to discuss tax return preparation, bookkeeping and other accounting services. In addition, we offer virtual meeting options to avoid having to meet in person.