Jacksonville CPA Firm for Step Up For Students, AUP Reporting & Tax Services

Trusted Accounting, Bookkeeping, IRS Representation, and Business Consulting Services

We are a Jacksonville CPA firm providing comprehensive accounting, tax, and advisory services for individuals, businesses, and nonprofit organizations. We specialize in Step Up For Students (SUFS) Agreed-Upon Procedures (AUP) reporting for participating schools, along with IRS representation and Florida Department of Revenue (FLDOR) representation. For businesses, we offer bookkeeping, small business formation, consulting, and ongoing financial guidance to help support growth, compliance, and long-term success.

For individuals and families, we provide tax preparation and representation, as well as assistance with real estate and insurance-related matters. Our team is committed to delivering personalized solutions tailored to each client's unique financial needs and goals.

Our mission is to provide the highest level of ethical, professional, and accurate accounting, attest, and tax services. We proudly serve businesses, nonprofit organizations, families, and individuals throughout Jacksonville and Northeast Florida. Whether you need specialized reporting services, tax resolution assistance, bookkeeping support, nonprofit accounting expertise, or strategic financial guidance, our goal is to provide trusted expertise and exceptional client service every step of the way.

We also strive to help our clients with their real estate needs, whether buying or selling residential or commercial property. Our passion is to provide every client, regardless of background, with the highest standards of competence, professionalism, and personal attention.