Nancy L Marshall CPA PA

04/23/2024

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12/20/2021

We are very quickly approaching tax season again. If you have any questions, please don't hesitate to reach out! We can help with tax prep, business planning, and many other services. Give us a call today!

03/02/2021

This temporary position would include scanning documents into tax software, preparing basic returns (1040, 1120S, 1065, 1120), compilations, data entry into accounting software, bank reconciliations, downloading bank transactions, filing, and other similar tasks as assigned.
We use Accountants World accounting software and Drake Tax Software, but also have clients that use QB online and Sage50 (Peachtree), so experience with using those programs is a plus. Good knowledge of using Excel, Word, portal systems and pdf software is required. Excellent communication skills are also required, verbal and written.

• Basic knowledge of personal and business taxation
• Good ability to use Excel, Word, pdf software, and Drake tax software, experience with portals, Accounting Power, Sage50, and Quickbooks a plus
• Ability to work in a fast-paced, dynamic environment
• Service minded and motivated to help clients
• Able to show strong attention to detail, with good organizational and analytical skills
• Ability to speak with clients in a professional manner
• Able to handle confidential information of the highest level
• Ability to work well independently and as a team member
• Excellent written and verbal communication skills
• Ability to understand regulatory and compliance laws
• Honesty
• Crystal clear record of character
• True ability to lead
• Clean credit and a background check

08/25/2020

If you are starting a new business or looking for a CPA closer to home, come see us! We would be happy to help you.

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04/02/2020

See the options for financial assistance for your small business on our blog:

Paycheck Protection Program (PPP) Paycheck Protection Program 1. Eligibility: i) All businesses described in the Small Business Act with 500 or fewer employees may apply. 2. Applications for small businesses and sole proprietorships can apply for / receive loans to cover payroll and other expenses t...

04/02/2020

There are many small business owners that are currently scrambling to find ways to keep their employees working and their businesses afloat. The pandemic that is COVID-19 has caused our entire world to come to a screeching halt, leaving a lot of uncertainty floating around.

1. Florida Small Business Emergency Bridge Loan Program – loans are short-term debt loans from the State of Florida using public funds. These are NOT grants.
a. Applicants are eligible for up to $50,000 per eligible small business for a
term of 1 year. The loan will be interest free for up to 1 year. After the one
year is up, the interest rate will be 12% per annum on the unpaid balance.
b. Applications are currently being accepted through May 8, 2020, depending
on the availability of funds.
c. Eligible Business – for profit, privately held small business that maintains a
place of business in Florida and located within a designated disaster area.
Currently, the entire state is a designated disaster area. Businesses must also
be established prior to March 9, 2020 and able to demonstrate economic
injury as a result of the Coronavirus.
d. Loans will not be disbursed to any business who:
i. Derives more than one-third of gross annual revenue from legal gambling
activities
ii. Presents live performances of an indecent sexual nature or derives more
than 2.5% of gross revenue through products or services depicting indecent
sexual nature.
iii. Have a primary purpose of facilitating polyamorous relationships
iv. Are massage parlors, hot tub facilities, or es**rt services
e. Loans will be made to individuals who own at least 51% of equity in the
business. The borrower will be required to agree that the proceeds of the loan
will be used only for the purposes of maintaining or restarting the business in
the designated area. Usage of the proceeds to pay off debts already incurred
for business maintenance may be authorized case-by-case. The borrower will
also be required to agree that the proceeds of insurance claims and other
financial assistance will be used to repay the loan.
f. Application requirements:
i. Government issued personal identification
ii. Federal business tax returns for the last 2 completed years
iii. Employer tax documentation
iv. Personal tax returns for the last 2 completed years with Schedule C, if
available and where appropriate
v. Additional information, such as a loan summary, that an applicant feels
would assist the Loan Review Committee in making a decision
g. Where to apply:
i. http://floridajobs.org/rebuildflorida/business recovery

04/02/2020

We are currently working on a blog post explaining the difference in the new small business loan/grant programs available. If you're looking for help to keep your business afloat, we will provide some resources shortly.

02/24/2020

Tax season is in full swing and we are ready to prepare your return! Come see us!