Business Accounting Services

John David Elliott, PA CPA, offers professional accounting services for all businesses throughout Milton, FL, and the surrounding areas. We are an independently owned business with real people who care about our clients. 

Got a great idea for a business, but not sure how to get it started?

Need accounting help to review your financing?

Our team is here for you in all bookkeeping, payroll, financial analysis, business succession planning, and much more.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation. In addition, we can assist you in developing a strategically sound plan.

Buying & Selling a Business

Structuring the purchase or sale of a business is a critical step in the process of buying or selling a business. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. In addition, we can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Notary Services

Government and regulatory entities will usually require certain forms, statements, and documents to be notarized. Notarization is used to prevent fraud and ensure that procedures are correctly followed. We are qualified to administer oaths, affirmations, verifications, witness signings, certified copies, and acknowledgments with full power and authority.

Annual Corporate Reports

Your annual corporate report is a comprehensive report reviewing your company's activities throughout the preceding year. These reports are needed to renew your business license and provide shareholders and future shareholders information about the company's performance. If an annual report for your company has not been filed, your business will be considered inactive or cease good standing, and it will cost extra to reinstate your business.

Business Privilege Tax

Are you running a business in another state? At John David Elliott P.A., C.P.A., we assist business owners to succeed by ensuring that any business or company entities you own outside the site are protected. The privilege tax is exacted on businesses for the right to conduct business in a given state outside of the state you live in. Some states refer to privilege tax as franchise tax, business entity tax, or business and occupation tax.

Nonprofit entities are tax-exempt on the federal level and are often eligible to apply for an exemption.

County Tax

John David Elliott, PA CPA, understands that county tax can change depending on the county you' re located in. The county appraisal district appraises property while setting tax rates and collecting property taxes on those values. Our team is here to assist all businesses throughout Escambia County, FL, and Baldwin Santa Rosa County, AL, in evaluating your county tax.

Pension & Profit-Sharing Plans

Qualified retirement plans can provide significant tax advantages for closely held businesses and self-employed individuals. In addition, our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Our goal is to help your business and be your trusted adviser who can spot potential problems before they get out of control and offer you all the information you need to make good decisions for your business. To speak with our team or to schedule your initial consultation, call us today at 850-623-0208.

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