Shaffer and Associates is a full-service accounting practice, offering specialized services for trusts, estates and gift taxes, forensic and fraud accounting, disability, and workers compensation. We also work closely with attorneys in these areas and provide litigation support, structuring our applications to meet the requirements of businesses, as well as individuals.

The mainstream of our practice consists of attorney's and privately owned companies with needs similar to yours.

In addition our group provides traditional accounting, bookkeeping, consulting and tax preparation services, providing quality service with accuracy and in a timely manner.

At Shaffer and Associates we try to become involved in our clients’ businesses and provide a creative and well-structured plan to help them achieve their objectives at every phase of their growth and development. We realize that each attorney, client, and company has different characteristics, personality and operating structure. We approach each project with this understanding, which can mean the difference between good and excellent service. Our approach also considers the close relationship between the business and the personal goals of its owners; we consider your objectives when advising on financial, operating and tax matters.

We are easily accessible to our clients to help resolve the day-to-day emergencies encountered.  It is important to be proactive, and we spend time with our clients to listen to their needs not only to understand their present financial situation, but to draw on strategic planning to define future goals and objectives. Our reward is the clients’ success and satisfaction.

We look forward to the opportunity to meet with you to discuss managing your accounting needs.

About Us:

Shaffer and Associates is a growing full service accounting practice offering specialized services in addition to traditional accounting services.

Our firm provides over 45 years of combined accounting experience, servicing clients with dedication and professionalism.

Over the years, we have developed relationships with our clients based on our high level of personal service, responsiveness, and technical competence. We are family owned and managed, bringing each client into our extended family. Due to our extra care of clients we are trusted to keep abreast of the latest issues that impact their financial lives, and to give them the very best objective advice so that we can protect more than their bottom line.

We offer services in estate and gift taxes, businesses and business valuation, new businesses, individuals, public speaking, forensic and fraud accounting, litigation support, and expert witness services in tax/accounting matters.

Ask our clients not just how precise we are, but how perceptive. They will tell you we do not focus only on numbers; we also look for growth and potential in each individual circumstance. We go beyond the traditional definition of an accountant to provide our clients with the best possible service.

Litigation and Professional Services:

When accounting or auditing issues are involved in litigation or arbitration, it is important that these issues be presented clearly, persuasively, and accurately. Our professionals can serve as experts and consultants providing educated, objective opinions based on many years of experience and technical knowledge.

Our Forensic Accounting and Litigation Support Services assist clients and their attorneys to prepare for financial and economic aspects of trials and settlement proceedings. We are experienced in providing expert litigation support services relating to financial, economic and business valuation and other business matters, including the ability to provide expert witness testimony to support the services we have performed.

We work with attorneys to analyze financial information, locate important documents, uncover hidden data or transactions, and prepare expert reports. Our professionals can interpret the complicated financial information that is often needed to support a case.
Our experience includes:

  • Bankruptcy and insolvency
  • Depositions
  • Expert witness testimony
  • Loss of earnings claims
  • Matrimonial matters
  • Pre/Post-divorce support
  • Stockholder derivative actions and lawsuits  
  • Business valuations

 
  • Court appointments as special fiscal agent  
  • Insurance Cases
  • Embezzlement of funds
  • Forensic accounting
  • Litigation support
  • Settlement negotiations
  • Plus many others

 

 

 

 

 

Business Services:

With the increasing costs of doing business today, business owners need timely financial information to make decisions. This information is also needed to do tax planning throughout the year.
We provide the following monthly accounting services so business owners have information to make important decisions and we can help with your important decisions.

  • Balance Sheet
  • Income Statement
  • Detail General Ledger
  • Bank Reconciliations
  • Workmen's Comp Payroll Audits
  • Personal Property Tax Returns
  • Consultation as Required

Tax Planning and Return Preparation Services:

Expertise - Peace of mind
These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and tax advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual, a partnership or operate a multi-tiered corporation or, our staff can accommodate your needs for tax planning and preparation.

Accounting Software Assistance
Many of our clients use the popular accounting software packages such as QuickBooks and Peachtree. We will assist you in correctly using the software so you can integrate your records with our accounting system.
Please contact us for additional information on any of our personalized accounting services.

Health and Life Insurance
Health and Life Insurance have become an expensive, yet necessary aspect of owning a business.  As a business owner you must protect the interests of yourself, your families, and your employees.
With so many options we are excited to help you sort through your choices and help you make a good decision for your family, your business and for you.

Estates & Trusts:

We not only help grow and protect your wealth, we employ proven strategies that put your assets to work in the most efficient ways. We focus on helping you maximize the preservation and use of your assets in three important areas: estate planning, estate administration and trust administration.

Tax Form Preparation

  • 706
  • 709
  • 1041

Estate Planning

  • Estate and gift tax comparisons and projections
  • Analysis and recommendation of proper estate planning vehicles such as LLC’s, FLP’s, QPRT’s, charitable trusts
  • Generation skipping tax
  • Lifetime gifts
  • Review of estate planning documents
  • Business valuations
  • Special situations, such as divorces, second marriages and same sex couples
  • Business buy-sell planning
  • Marital deduction, Q-tip and reverse Q-tip elections
  • Retirement account planning
  • Asset protection
  • Revocable living trusts
  • Medicaid planning
  • Use of life insurance

Estate Administration

  • Federal and state fiduciary income tax returns
  • Federal and state death tax returns
  • Asset valuation and management, including closely held businesses, annuities, securities, etc.
  • Post-mortem planning
  • Retirement plan distributions
  • Orphans' Court accountings
  • Final Estate Accounting at Dissolution
  • Decedent's life period federal and state income tax returns

Trust Administration

  • Review and analysis of governing instruments
  • Provide guidance to fiduciary powers and responsibilities, including compensation, prudent investment rules, and discretionary distributions
  • Annual administrative procedures, including charitable and irrevocable trust valuations, Crummey letters
  • Federal and state fiduciary income tax preparation
  • Fiduciary accountings
  • Gift and generation skipping tax return preparation

    • Consulting:

    For small businesses in Florida, Shaffer and Associates CPA provides management consulting services to corporations and small business clients. Our services are customized to meet your individual needs and provide you with convenience of working with one firm. We help businesses maximize the fruits of their hard work by helping them navigate management challenges, financial management issues, strategic planning, benchmarking, business building and cost reduction programs.

    Recognizing that we too are entrepreneurs, we understand the challenges and opportunities involved in building a business. Our clients value our realistic, practical guidance on management issues and knowing that, if necessary, we stand ready to assist in not only the development, but the implementation of a comprehensive strategic plan.

     

    TAX CALENDAR

    Small Business Tax Calendar

     

     

     

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    Below you will find some helpful links to help you along the way:

     

    Internal Revenue Service www.irs.gov

    Florida Home page www.myflorida.com

    Florida Corporation pages www.sunbiz.org

    Florida Dept of Revenue www.myflorida.com/dor

    Accountant's World www.accountantsworld.com

    Social Security Admin www.ssa.org

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    for consultation with professional accounting, tax, legal or other competent advisers.  While we have made very attempt to ensure that the information contained in this website has been obtained from reliable sources, Shaffer and Associates CPA, PA is not responsible for any errors or omissions, or for the results obtained from the use of this information.

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