Tax Services

Good planning, complete records, and accurate and timely tax returns often mean the difference between tax savings or a tax audit. RB Levant, P.A. can help you monitor your tax situation, meet your filing obligations, and implement needed changes in your record-keeping and procedures. Our expertise will help you make sure that you are realizing all of the tax advantages to which you are entitled. In the event of a tax audit, RB Levant will provide the critical technical assistance needed to promote the best possible outcome.

RB Levant, P.A. offers tax preparation services for:

• Personal returns
• Sole Proprietor Schedule C preparation
• C and S Corporation filings
• Non-profit returns (990)
• Partnerships (1165)
• Payroll tax filings
• Quarterly tax returns

If you are late in filing your taxes, you will likely need help to avoid compounding the problem. Our specialists quickly assess the situation and advise you on how to resolve it so that the “penalty and interest clock” stops ticking.

Financial & Tax Consulting Services

RB Levant, P.A. serves clients of all sizes, in all lines of business, and in a wide variety of industry and market environments. We pride ourselves on acquiring a thorough understanding of your business, so that we can provide you with specific and relevant solutions, rather than “off-the-shelf” advice.

We provide financial and tax consultation on major business decisions such as:

• Entity choice (C-Corporation, S-Corporation, LLC, Sole Proprietorship)
• Budgeting and planning
• Financing and capital development
• Computer systems and software planning and conversions
• Compensation and employee benefit plans
• Accounting and bookkeeping practices

Our CPA/Managers can provide these controller/CFO functions directly, or work with your personnel to support decision-making in these critical areas.

Bookkeeping Services

Our full charge bookkeeping service adds value for your company by assigning an expert team of professionals to maintain the soundness and accuracy of your accounts. Outsourcing this back office function allows you to focus on your core competency, while receiving professional bookkeeping services at an affordable price. This provides your bookkeeping function with access to knowledge, advice, and quality control at the CPA level for:

• Chart of accounts management
• Accounts Payable and Receivable
• Payroll accounting
• Inventory accounting
• Period closings (monthly, quarterly, annual)
• Report design, generation, and analysis

Reconciliation Services

RB Levant, PA can simplify your company’s account reconciliation process. Our reconciliation service saves you time and money, improves accuracy, and enhances internal controls. The reconciliation process provides a “paper trail” that enables you to clearly understand all transactions passing through your account, no matter how many or how complex they may be.

Financial Reporting Services

Many businesses get their daily bookkeeping services needs met, but are left in the dark when it comes to truly understanding their financial position. Without this critical information, you cannot make sound business decisions. RB Levant, P.A. has helped many companies run more efficiently by providing our clients with tax services that help them. Let our small business accountants help you with the following services:

• Create accurate and meaningful financial reports
• Understand cash flow analysis
• Comply with generally accepted accounting principles (for-profit and nonprofit)
• Ensure audit readiness
• Manage timely and accurate board reporting

Financial reporting services at RB Levant, P.A., provides the window on your company’s health, and is a direct reflection of the ability of your accounting system to support your business. Small businesses usually need three basic financial statements to determine that things are running smoothly:

• Balance Sheet
• Income Statement
• Statement of Cash Flows

Your financial statements also provide key information to external users who are important to your business. Banks, investors, credit sources, and potential buyers use your reports as the basis for making decisions about lending, investing, mergers, and acquisition. A history of accurate financial reports is critical for your business, so that you understand your financial position, and can represent it to those you want to have the information.

In addition to creating a meaningful overview of your business, RB Levant, P.A. can highlight important financial information that enables you to address specific concerns. No matter the size of the company, accurate reports are essential for managing accounts receivable, projecting cash flows realistically, and analyzing the role of each product or service in your profit picture. Comparative reports that enable you to monitor actual revenue and expenses will help keep you on budget, and enable you to make mid-course corrections as necessary.

RB Levant is experienced in helping both publicly and privately held companies meet their reporting requirements and needs. Our staff will create and interpret the financial reports that enable you to maintain the health of your company, and prepare your business for the relationships critical to its success.