Reviews for Tax Services in Naples, FL

Jim Lytell Inc Marble and Stone Cleaning, Restoration, and Maintenance

1.0

By dojerp

So I contacted this company and Chris their sales rep came and quoted a price. I scheduled the appointment for the work to be done and took off work to accommodate their schedule. Then I requested a certificate of insurance due to the cost of the barn shower doors and protecting my investment. When speaking with their office assistant I inquired about the time and if the quote would meet the tome frame for the work to be done which was supposed to be 3/4 to a whole day of work. upon concluding the call and getting clarification on my concerns, a few hours later they called cancelled last minute stating that they feel its in MY BEST INTEREST that I seek another company that would be better to provide services. I spoke with the office gal again and said why, she said cause of the price. I said I am the adult and accepted the price and just had needed clarification on some items. ...read more

Jim Lytell Inc Marble and Stone Cleaning, Restoration, and Maintenance

1.0

By dojerp

So I contacted this company and Chris their sales rep came and quoted a price. I scheduled the appointment for the work to be done and took off work to accommodate their schedule. Then I requested a certificate of insurance due to the cost of the barn shower doors and protecting my investment. When speaking with their office assistant I inquired about the time and if the quote would meet the tome frame for the work to be done which was supposed to be 3/4 to a whole day of work. upon concluding the call and getting clarification on my concerns, a few hours later they called cancelled last minute stating that they feel its in MY BEST INTEREST that I seek another company that would be better to provide services. I spoke with the office gal again and said why, she said cause of the price. I said I am the adult and accepted the price and just had needed clarification on some items. ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By ArmidMetohuPremiere

A+ Very good service. I am very happy I used ASAP Accounting Services, highly recommend this company! ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By KimberlyPerkins

This is a excellent accounting services, highly recommended! ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By RocioNavarreteBonilla

Great job ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By RocioNavarreteBonilla

highly recommend ASAP Accounting services. They are top notch in getting a company's financial books in order. Not only can they get your books in good working order, they can help you strategically plan so that you hit your financial goals. I have referred them to several of my clients because they are the Best! If you want someone whom you can trust and someone who will get it right the first time, call them today! ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By ElGauchoInca

Is a pleasure to do business with ASAP Accounting Services, Ana Gissela is adorable! ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By Rossy's Cleaning Inc.

Love this place and would recommend it to anyone!!! I've always recieved more money back from this place. Through the years, I've been to a few tax places and this place is the best!!! My whole family do our taxes here including my parents and all were very satisfy with Champion Tax. ...read more

ASAP Accounting Services of ANA Patino Inc

5.0

By ManuelaMoncada

Great staff and professional services! ...read more

Laura Olszewski CPA PA

5.0

By Rhondag

Complete professionalis and quality of service is provided for all personal and business bookkeeping and tax preparations. ...read more

Caldwell Bombard & Soldavini CPA PA

5.0

By Karen Gray

Top Service from Top C.P.A. Brig Soldavini, C.P.A. is one of the most competant and honest accountants in the State of Florida. Her office is in Naples, one of the wealthiest counties. She is a "rare breed", and being female draws in all of the wealthy Port Royalians. Brig has both a great sense of humour, and a knowledge which makes it well worth while to pick her brain. She has tons of experience with the wealthiest members of Collier County. Brig Soldavini is a 5 star Certified Public Accountant and deals with small to medium sized firms. Her staff compliments her greatly and she deserves a call from you! ...read more

New Photos 48 photos

View all 48

Blogs View more

QuickBooks Can Do Much More Than You Think

QuickBooks Can Do Much More Than You Think Zero In On Key Report Figures You've undoubtedly created reports that were so lengthy that you got tired of scrolling up and down to find totals for each individual section. QuickBooks lets you collapse and expand reports to see primary totals only, but this command affects the entire report. If you want to just collapse a section or two, here's how you do it. As an example, go toReports | Company&Financial | Balance Sheet Standard. In QuickBooks 2012, you'd click theExcelbutton (your version may sayExport). Indicate that you want to create a new worksheet and clickAdvanced. This window opens: Figure 1: The Advanced Excel Options window displays the formatting tools you can carry over from QuickBooks and the features in Excel that you want to be active. Make sure thatAuto Outline (allows collapsing/expanding)is checked, then clickOKand start the export. When your report opens as an Excel spreadsheet, you'll notice that there is a series of vertical lines to the left of your data, and a group of numbers that corresponds to them running above horizontally. Figure 2: Excel's Auto Outline feature adds tools to the left of your data that let you collapse and expand subsections. To collapse a section so that only the totals show, click on theminus (-)sign next to the line that should remain (in this example, it'sTotal Checking/Savings). Do the same forTotal Accounts ReceivableandTotal Other Current Assets. Then scroll down and do the same thing for the other asset subtotals. Here's what you'll see: Figure 3: As you can see, the minus (-) signs have turned into plus (+) signs, which allows you to expand the rows back to their original states. Auto Outline is a very useful feature, but there's more than one way to implement it. And its availability and operation can vary in different versions of both Excel and QuickBooks. We can help you master this, as well as other QuickBooks-to-Excel tools. Hidden Gems Here are some other less-commonly-used QuickBooks features that you may want to try: Getting ready to send an invoice, but want to check a related transaction from the same job a few months ago? You could use theFindtool, which is a seriously underused feature that can often answer a question quickly. But that takes a few clicks. Instead, just hitCtrl + L, and that Customer/Job screen pops open in the Customer Center. ClickCtrl + Efrom that screen to see theEdit Jobdialog box. CTRL+Yon transaction screens opens theTransaction Journal, which shows you the behind-the-scenes debits and credits. If theAccountcolumn is truncated, click and drag the little diamond symbol to the right. QuickBooks offers numerous helpful payroll reports, but it also transfers your data into Excel for more comprehensive views of your employee compensation information over customizable date ranges. Go toReports | Employees & Payroll | Summarize Payroll Data in ExcelandMore Payroll Reports in Excel. Figure 4: Summarize Payroll Data in Excel is actually a series of reports, available by clicking this navigational bar at the bottom of the screen. Allowing multiple windows in QuickBooks and tired of clicking the littlexrepeatedly to start with a clean slate? ClickWindow | Close All. This drop-down menu also displays the list of open windows; click on one to go there. There may be no more frustrating task than reconciling your bank accounts. If you're using online banking, consider doing this more than once monthly. Also, don't let QuickBooks do an automatic adjustment for a considerable discrepancy unless it was a mistake made by a financial institution: Click theUndo Last Reconciliationbutton and try to find the error. And don't forget about theLeavebutton. You may do better attacking it later. If you occasionally need to enter a transaction for an entity that isn't a customer, vendor or employee, go toBanking | Other Names List. You can add, edit, and delete these, as well as converting them to customers, vendors or employees. There's more than one way to do a lot of things in QuickBooks. We can tell you about more of them and evaluate your workflow to what else we can do to improve your accounting experience. ...read more

By SFL-Quickbooks December 25, 2012

QuickBooks 2013 Gives You a Reason To Upgrade

QuickBooks 2013 Gives You a Reason To Upgrade You chose QuickBooks for a variety of reasons, a major one being its simplicity and usability. But the software is more than 20 years old now, and hundreds of features have been added over the years. QuickBooks looks old, tired and in need of a makeover. Not anymore. Intuit has totally redesigned the program's interface and navigational tools, providing a more consistent, streamlined, state-of-the-art look and feel. For the first time in a few years, there's a compelling reason to consider moving up. Figure 1: The QuickBooks 2013 home page. Clean, Efficient, Customizable What Intuit heard from customers was that they wanted a clean, simple experience. They wanted QuickBooks optimized for efficiency, and they wanted to be able to customize quickly. So Intuit built a brand new interface, one that offers: An across-the-board, consistent look and feel A minimal learning curve, aided by familiar software conventions A clearer, more obvious workflow QuickBooks' 2013's dramatic changes are evident from its first screen. The home page has been cleaned up, and many icons removed (with their functions available elsewhere). But the interactive flowchart graphic is still there, along with icons for other commonly-used features. You can still use the software's standard drop-down menus. But you now have a choice between the old horizontal Icon Toolbar and a new vertical navigational panel (or neither of the latter two). You can customize the new panel to give you quick access to the functions and reports you use most often, saving time and unnecessary clicking. Figure 2: The new vertical navigational panel can be customized to display the icons you want. Familiarity, and Clear Signals Whether you just handle a subset of your company's financial data or you're the only one working with QuickBooks, your workflow will be faster and more intuitive. QuickBooks 2013 uses colors and other visual cues to provide helpful hints and speed up your work. If the same option occurs within more than one screen, it's always the identical color. When you're completing an invoice, for example, theSave&Newbutton is a bright blue color, as it is on many other screens. TheSave & CloseandOKicons are the same shade within the forms and records where they occur. Color is also used to signify related actions in the new navigationalRibbon, a familiar interface convention that replaces the mismatched icons that used to be displayed at the top of transaction forms. In QuickBooks 2013, the icons for related tasks are the same color, and the graphics themselves are much cleaner and well-positioned. Figure 3: 2013's new navigational Ribbon is designed to accelerate workflow. A Pleasure to Use No area of QuickBooks remained untouched in this massive overhaul. Every screen has been modified to enhance readability and speed. Fonts look larger and clearer, and the overall design is more aesthetically pleasing. So besides making your accounting chores zip along faster, the new look and navigation have a positive psychological effect: It's simply more enjoyable and less frustrating to interact with QuickBooks 2013. Its more modern, attractive look has a lot of appeal. Therearea few new things under the hood in this new version -- it's not just an interface update. For example, customer and vendor records are more flexible and thorough. You can attach to-do's to them, assign multiple contacts and store more contact options, like Facebook addresses and Twitter handles. Figure 4: Contact records in QuickBooks 2013 are more readable and thorough. Starting Fresh There are other changes that will make your work life easier, like one-click access to both theIntuit App Center(where you'll find hundreds of integrated QuickBooks add-ons) and your most often-accessed reports. The last few versions of QuickBooks have been rather ho-hum in terms of new usability and functionality. But we encourage you to seriously consider upgrading to QuickBooks 2013. We'd be happy to help you get it up and running. Together, we can take a fresh look at your workflow to see if you and QuickBooks can build a better accounting experience. ...read more

By SFL-Quickbooks December 25, 2012

Are You Defining Items In QuickBooks Correctly?

Are You Defining Items In QuickBooks Correctly? Figure 1: Clearly-defined items result in precise reports. Obviously, you're using QuickBooks because you buy and/or sell products and/or services. You want to know at least weekly -- if not daily -- what's selling and what's not, so you can make informed plans about your company's future. You get that information from the reports that you so painstakingly customize and create. But their accuracy depends in large part on how carefully you define each item. This can be a laborious process, but it's a critical part of QuickBooks' foundation. QuickBooks' Item Lineup You may not be aware of all of your options here. So let's take a look at what you see when you go toLists | Item List | Item | New: Service. Simple enough. Do you or your employees do something for clients? Training? Construction labor? Web design? This is usually tracked by the hour. Inventory Part. If you want to maintain detailed records about inventory that contain up-to-date information about value, quantities on hand and cost of goods sold, you must define these items as inventory parts. Before you start creating individual records, make sure that QuickBooks is set up for this purpose. Go toEdit | Preferences | Items&Inventory; | Company Preferencesand select the desired options there, like this: Figure 2: QuickBooks needs to know that you're planning to track at least some items as inventory parts. Inventory Assembly. Just what it sounds like; it's sometimes referred to as aBill of Materials. Do you sell items that actually consist of multiple individual products, services and/or other charges (though you may also sell the parts separately)? If you're planning to track the compilations as individual units, then you must define them as assemblies. Non-Inventory Parts. If you don't track inventory, you can set up items as non-inventory parts. Even if you do track inventory, there may be times when you'll want to use this designation. For instance, you might sell something to a customer that they asked you to obtain, but you don't plan to stock it. In that case, QuickBooks only records the incoming and outgoing funds. Figure 3: The New Item window looks a bit intimidating, but it's critical that you complete it thoroughly and correctly. We can help you get started. Other Charges. This is a catch-all category for items like delivery charges or setup fees. You can't designate a unit or measure here; they're just standard costs. Groups. Unlike assemblies, these are not recorded as individual inventory units. Use this designation when you sell a combination of items together frequently but you don't want them tracked as one entity. Discount. This is a fixed amount or a percentage that you subtract from a subtotal or total. Payment. Normally, you would use theReceive Paymentswindow to record a payment made. But if your customer has made a partial or advance payment upfront, use this item to subtract it from the total when you create the invoice or statement. Figure 4: Use the Payment item to record an upfront remittance. Sales Tax Item. One sales tax, one rate, one agency. Sales Tax Group. If a sale requires two or more sales tax items, QuickBooks calculates the total and displays it for the customer, but the items are tracked individually. Additional Actions The Item menu provides other options for working with items. You can: Edit or delete Duplicate Make inactive Find in transactions and Customize the list's columns. Let us know if you're not confident about items you've already created or if you're just getting started with this important QuickBooks feature. Some extra work and attention upfront can save you from hours of back-tracking and frustration--and from reports that don't tell the truth. ...read more

By SFL-Quickbooks December 25, 2012

Related Articles View more

How to Calculate Child Tax Credit

Taxpayers can qualify for various tax credits to reduce their tax liability, one such credit is the child tax credit. To qualify for the child... read more

How to Gift Money to Family Members Tax Free

Many people give money to family members as a gift in their time of need or if they come into a substantial amount of money. Giving money to a family member can sometimes be taxed; however, there are ways to avoid this this and give money to family members free of tax. ...read more

Filling of IRS Forms

Many people have opted to learn to file their taxes themselves. This is a great way to save money, and it puts people in control of their own tax return. The process can be confusing, but there are enough resources to learn the correct method. ...read more