CPA · Certified Public Accountant
For specialized accounting, financial statements, and complex tax matters that require a licensed CPA.
Accounting
Current books, clear reports and payroll so you know how your business is doing.
Ideal for
Accounting & Financial Services
Reliable bookkeeping, smarter tax planning, and financial support for every stage of your business.
Service 01 of 05
Monthly Bookkeeping
Keep your finances organized and your business moving forward. At H Everest, we offer monthly bookkeeping, financial reporting, tax strategies, and Virtual CFO advisory to help you make smarter financial decisions and grow with confidence.
What's included
- Monthly Income & Expense Recording
- Bank Account Reconciliation
- Business Credit Card Reconciliation
- Transaction Categorization & Review
- Accounts Payable & Receivable Tracking
- Monthly Profit & Loss Statements
- Balance Sheet Preparation
- Monthly Financial Reports
- Cash Flow Monitoring & Reporting
- General Ledger Maintenance
- Chart of Accounts Setup & Maintenance
- QuickBooks Online Bookkeeping & Account Management
- Business Expense & Deduction Tracking
- Invoice & Payment Recording
- Customer & Vendor Transaction Tracking
- Loan & Liability Balance Tracking
- Fixed Asset & Depreciation Record Maintenance
- Inventory & Cost of Goods Sold Tracking, When Applicable
- Monthly Financial Review & Error Corrections
- Financial Records Organization & Documentation
- Tax-Ready Bookkeeping & Year-End Financial Preparation
- Coordination with Tax Preparation & Payroll Services
- Monthly Financial Performance Insights
- Quarterly Financial Comparisons, When Included in the Service Plan
Documents you'll need
- Business Name & EIN
- Business Bank Statements
- Business Credit Card Statements
- Income, Sales & Expense Records
- Invoices & Receipts (If Available)
- Previous Financial Statements (If Available)
- QuickBooks or Accounting Software Access (If Applicable)
- Payroll & Sales Tax Records (If Applicable)
- Loan & Financing Statements (If Applicable)
- Inventory Records (If Applicable)
- Additional Documents Depending on Business Activity
Service 02 of 05
Payroll Management
Managing payroll shouldn't take time away from growing your business. At H Everest, we handle employee payments, payroll taxes, and required filings to help keep your business organized, compliant, and running smoothly.
What's included
- Weekly, Biweekly, Semimonthly & Monthly Payroll Processing
- Employee Salary & Wage Calculations
- Direct Deposit & Payroll Payment Coordination
- Employee Payroll Setup & Onboarding
- Payroll Tax Withholding & Calculations
- Federal Payroll Tax Returns – Form 941
- Federal Unemployment Tax Returns – Form 940 (FUTA)
- Florida Reemployment Tax Returns – Form RT-6
- Federal & State Payroll Tax Payment Coordination
- Employee W-2 & W-3 Preparation and Filing
- Independent Contractor 1099-NEC Preparation & Filing
- Payroll Register & Employee Earnings Reports
- Overtime, Bonuses, Commissions & Deduction Calculations
- Paid Time Off, Vacation & Sick Leave Tracking, When Applicable
- Payroll Corrections & Adjustments
- Prior-Period Payroll Tax Corrections (941-X, When Applicable)
- New Hire Reporting Assistance
- Employee & Contractor Record Maintenance
- Payroll Expense Tracking & Bookkeeping Integration
- QuickBooks Payroll Setup & Management
- Payroll Tax Notices & Compliance Assistance
- Year-End Payroll Reconciliation & Reporting
- Payroll Cost Analysis & Budgeting Support
- Coordination with Accounting & Tax Planning Services
Documents you'll need
- Business Name & EIN
- Business Address & Contact Information
- Employee Information (Full Name, Address & SSN)
- Employee Form W-4
- Employee Form I-9 & Required Employment Verification Records
- Employee Salary or Hourly Pay Rates
- Employee Payment Schedule
- Employee Bank Information (For Direct Deposit, If Applicable)
- Business Bank Account Information
- Florida Reemployment Tax Account Information (If Applicable)
- Previous Payroll Reports (If Available)
- Previous Forms 941, 940, RT-6 & W-2 (If Applicable)
- Employee Benefits & Payroll Deduction Information (If Applicable)
- Contractor Information & Forms W-9 (If Applicable)
- Additional Documents Depending on Business Needs
Service 03 of 05
Sales Tax Services
Stay compliant and avoid unnecessary penalties. At Heverest, we handle your sales tax registration, preparation, filing, and payments, helping your business stay organized and meet Florida tax requirements with confidence.
What's included
- Florida Sales & Use Tax Registration (Form DR-1)
- Florida Sales Tax Certificate Assistance
- Sales & Use Tax Return Preparation (Form DR-15)
- Sales Tax Return Filing (Monthly, Quarterly or Other Assigned Frequency)
- Sales Tax Calculation & Reconciliation
- Taxable, Exempt & Nontaxable Sales Review
- Florida County Discretionary Sales Surtax Calculations
- Sales Tax Payment Coordination
- Zero Sales Tax Return Filing
- Prior-Period & Delinquent Sales Tax Returns
- Amended Sales Tax Returns & Corrections
- Sales Tax Penalty Abatement Requests
- Florida Department of Revenue Letters & Notices Assistance
- Sales Tax Account Review & Compliance Monitoring
- Sales Tax Collection & Reporting Guidance
- Sales Tax Exemption & Resale Certificate Guidance
- E-Commerce & Online Sales Tax Reporting
- Marketplace Sales & Remote Seller Tax Guidance
- Sales Tax Audit Documentation Support
- Sales Tax Refund & Credit Requests, When Applicable
- Sales & Use Tax Recordkeeping Guidance
- Coordination with Monthly Bookkeeping & Tax Planning Services
Documents you'll need
- Business Name & EIN
- Florida Sales Tax Certificate or Account Number (If Available)
- Florida Department of Revenue Account Access (Through a Secure Method)
- Monthly or Quarterly Sales Reports
- Point-of-Sale (POS) System Reports (Clover, Square, Shopify, etc.)
- Taxable & Exempt Sales Records (If Applicable)
- Sales Tax Collected & Payment Records
- Marketplace or E-Commerce Sales Reports (If Applicable)
- Previous Sales Tax Returns (If Available)
- Florida Department of Revenue Letters or Notices (If Applicable)
- Additional Documents Depending on Business Activity
Service 04 of 05
Financial Reporting & Analysis
Understand your numbers and make smarter business decisions. At Heverest, we provide financial reports, performance analysis, cash flow insights, and strategic guidance to help you improve profitability, plan ahead, and grow with confidence.
What's included
- Profit & Loss Statements (Income Statements)
- Balance Sheet Preparation & Analysis
- Cash Flow Statements & Cash Flow Analysis
- Monthly, Quarterly & Annual Financial Reports
- Comparative Financial Statements
- Revenue, Expense & Profitability Analysis
- Gross Profit & Net Profit Margin Analysis
- Financial Performance & KPI Tracking
- Budget Preparation & Budget vs. Actual Analysis
- Financial Forecasting & Business Projections
- Cash Flow Forecasting & Liquidity Planning
- Operating Cost & Expense Analysis
- Accounts Receivable & Payable Analysis
- Inventory, Cost of Goods Sold & Product Profitability Analysis
- Break-Even Analysis
- Business Growth & Expansion Financial Analysis
- Financial Ratio Analysis
- Business Performance Trends & Variance Reporting
- Department, Location or Business Segment Performance Analysis
- Financial Risk & Opportunity Identification
- Tax Planning & Financial Strategy Coordination
- Customized Management Reports & Financial Dashboards
- Virtual CFO Advisory & Strategic Financial Recommendations
- Financial Review Meetings & Business Decision Support
Documents you'll need
- Business Name & EIN
- Recent Financial Statements (If Available)
- Profit & Loss Statements and Balance Sheets
- Business Bank & Credit Card Statements
- Accounting Software Access (If Applicable)
- Income, Sales & Expense Reports
- Payroll & Employee Expense Information (If Applicable)
- Business Loans & Financing Records (If Applicable)
- Inventory & Cost of Goods Sold Reports (If Applicable)
- Previous Budgets or Financial Projections (If Available)
- Business Goals or Expansion Plans (If Applicable)
- Additional Documents Depending on the Analysis Required
Service 05 of 05
Tax Planning & Strategies
Smart tax planning starts before tax season. At Heverest, we help individuals and businesses identify tax-saving opportunities, develop effective strategies, and make informed financial decisions to protect their profits and support long-term growth.
What's included
- Personal & Business Tax Planning
- Year-Round Tax Strategy & Advisory
- Tax Liability Analysis & Projections
- Federal & State Tax Planning
- Business Tax Deductions & Expense Optimization
- Refundable & Nonrefundable Tax Credit Review
- Estimated Tax Calculations & Quarterly Payment Planning
- LLC, S Corporation & C Corporation Tax Structure Analysis
- S Corporation Election & Reasonable Compensation Planning
- Business Owner Salary & Distribution Strategies
- Self-Employment Tax Planning
- Depreciation, Section 179 & Bonus Depreciation Strategies
- Business Equipment & Asset Purchase Planning
- Retirement Contribution & Tax-Advantaged Savings Strategies
- Capital Gains & Investment Tax Planning
- Real Estate, Rental Property & Property Sale Tax Strategies
- Tax Planning for Business Growth & Expansion
- Cash Flow & Tax Reserve Planning
- Employee Benefits & Payroll Tax Strategy Review
- Inventory, Cost of Goods Sold & Expense Planning
- Business Ownership Changes & Succession Tax Planning
- Multi-State & International Tax Planning Coordination
- Prior-Year Tax Review & Future Tax Opportunity Identification
- Year-End Tax Planning & Financial Review
- Tax Strategies Integrated with Monthly Bookkeeping & Virtual CFO
- Coordination with Specialized Tax Professionals for Complex Cases
Documents you'll need
- Valid Photo ID
- Previous Tax Returns (If Available)
- W-2, 1099 & Other Income Documents (If Applicable)
- Business EIN & Company Information (For Business Owners)
- Recent Profit & Loss Statements and Balance Sheets
- Business Income & Expense Records
- QuickBooks or Accounting Software Reports (If Applicable)
- Payroll & Owner Compensation Information (If Applicable)
- Investment, Retirement & Real Estate Records (If Applicable)
- Estimated Tax Payment Information (If Applicable)
- Business Plans, Expansion Goals or Major Purchase Information (If Applicable)
- Additional Documents Depending on Individual or Business Needs
How it works
01
Tell us your case
By WhatsApp, phone or in the office.
02
Gather your documents
We send you the exact list for your case.
03
We handle it
We explain every step and the price before we start.
04
We stay with you
We tell you about dates and next steps.
Pricing
Monthly BookkeepingFrom $250
Payroll ManagementFrom $150
Sales Tax ServicesFrom $75
The final amount depends on your case. We tell you before we start.
Questions
How often do I get reports?
Which accounting software do you use?
Specialized Expertise. Trusted Connections.
Some situations call for specialized knowledge. At Heverest Group, we help you connect with qualified professionals when your needs go beyond our services.
EA · Enrolled Agent
For specialized tax matters and representation before the IRS, including audits, collections, and appeals.
CPA and Enrolled Agent services are provided by each professional independently, under their own license and professional responsibility, just like an attorney with their own firm. Heverest Group connects you and coordinates the service; it does not provide these services directly.
Book your appointment
Choose the service and we'll message you the list of documents you need.
- Phone
- (407) 910-4738
- (407) 770-3226
- Fax
- (407) 201-3961
- Address
- 135 Buenaventura Blvd, Kissimmee, FL 34743
- Hours
- Mon–Fri 9:00–6:00 (Eastern Time) · Sat by appointment
135 Buenaventura Blvd, Kissimmee, FL 34743
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