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Our Services
At Joan M. Paquette, CPA, PA, a Vero Beach CPA firm, we offer clients a full complement of accounting, tax, and financial services that allow you to more effectively and efficiently manage your business. Below is a list of the services we offer.
Our accounting and tax services are tailored to each business owner's circumstances. For some clients, we do all of the accounting. We help keep your financials in order while supporting you and your employees in doing as much as you want on your own.
We work with our business clients to provide assistance with QuickBooks including set-up, training, support and reporting.
We will work year-round to stay abreast of all changes to tax laws and identify opportunities to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
Setting up a new or developing business is a relatively straight-forward procedure, but one that has long term consequences. Joan M. Paquette, CPA, PA can guide you through the process of selecting the most appropriate type of entity for your new business, as well as providing ongoing support of your existing business.
We work with estates and trusts of all sizes to provide the required income tax, gift tax, and estate tax returns. The estate administration process as well as the trust administration process can be confusing for the personal representative and the trustee. We can help guide you through this process. We also offer trust accounting services to assist the trustee in fulfilling the annual accounting requirement.
We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals.
For less than what it costs you to do it yourself or hire someone, Joan M. Paquette, CPA, PA can manage all or part of your accounting function.
We offer a FREE initial consultation for business owners. Please call us at 772-778-1922 and ask for Joan Paquette to discuss your specific needs. |
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Joan Paquette, CPA, PA is a Vero Beach CPA firm that provides a wide variety of accounting, tax and financial management services. Our clients are located in towns like Vero Beach, Vero Beach, Fort Pierce, Port St. Lucie, Sebastian, Palm Bay, Fellsmere, Lakewood Park, Winter Beach, Wabasso, Indian River Estates, Melbourne, Micco, and more. We service clients in Indian River County, St. Lucie County, Brevard County.
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