Menu Of Services - Simonic & Associates, CPAs | CPA Firm Jacksonville FL
Simonic & Associates, CPAs | CPA Firm Jacksonville FL
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Written by Sara Blackburn   
Thursday, 04 June 2015 18:40

Simonic is a full service, tax, accounting, and retirement planning firm.

Here at Simonic we offer a variety of options so we can tailor your “service plan” to exactly what you need.


Tax Services

     Federal and state tax returns-

Personal, corporate, trusts, gift tax, partnership and estates, pension plans, non-profit and others

Preparing all documents and filings

If applicable, preparing your quarterly estimated payment documents with instructions for filing

Calculating any potential tax liability

Preparing and filing if needed any federal or state extensions

Tangible personal property tax returns

Tax forecasting


Consulting Services

QuickBooks and other computer consulting

General consultations

Correspondence with state and federal agencies

Debt elimination and budgeting

IRS Audits


Accounting Services

We will be your offsite CFO

Payroll processing

Preparation of payroll tax returns

Calculation and processing of sales tax returns

Monthly or quarterly accounting, bank reconciliations, inclusive or non-inclusive of financial statements

Monthly or quarterly overviews of your accounting, including adjustments

Processing accounts payables


For Your Business

Business development plans/growing your business

Team and/or client advisory boards

Incorporations- In the state of Florida or outside of Florida

Preparation of corporate minutes


Not For Profit Organizations

Not-for-profit incorporation, exempt status applications and planning services

Ministry development and planning


Life Planning

Consultations regarding retirement and social security

Personal life planning


Audit and Attestation Services

Financial statement audits, reviews and compilations

Internal control audits and other agreed upon procedures

Working with your management and audit committee to provide assurance

that your financial statements are materially sound in compliance with applicable accounting regulations

Contract testing for governmental and private reporting

Contractor financial reporting for state licensing requirements

Financial loan covenant reporting

Internal control and financial reporting process reviews and documentation 

Last Updated on Wednesday, 28 December 2016 16:08