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Bookkeeping Services PLUS

We specialize in working with:

• Florida Seniors,
• Families of elderly individuals, and
• Small and start-up businesses.

We provide a broad range of customized services to meet the needs of our clients in the Boca Raton, Florida area (Southeast Florida). No task is too small or too large.  Our daily money management service is “an instrument of daily living” essential in one’s life—young or old.

Florida Seniors Bookkeeping Services supplies excellent organizational, communication, and problem solving skills essential to daily money management.  Additional traits are high standard of ethical behavior, detailed oriented, resourceful, good people skills, schedule and keep appointments, flexible, patient and caring.

Florida Seniors Bookkeeping Services:

• Specializes in creating and maintaining a personal and financial paper profile of the client;
• Is a resource and Liaison to clients
• Refers clients to community resources

We listen to the concerns of family members about an elderly family member and the senior services they may need. We work together to provide and coordinate a variety of elder services.

We welcome you to browse our website to learn more about us and our services.

TAX PREP TIME FOR SENIORS

It's that time of year again!!

Suggestions to Eliminate Errors When Preparing Information to be Given to the IRS

1. Review last year's tax documents

2. Put W-2's and 1099's in a folder to be given to your CPA/Accountant (make copies for your file)

3. Chek each W-2 and 1099 for correct spelling of your name, social security number, and account number

4. Use your correct name, especially if you were recently married

5. File early

6. Check your return before mailing AND send certified mail

Happy Tax Season, SENIORS