ProTax Services Inc.

About Pro Tax Services, Inc.

Our firm is a full service accounting and tax preparation firm. We cater to a wide variety of clients ranging from individuals to small businesses. We also provide expert tax and accounting services, including tax planning and tax return preparation and bookkeeping.

2021 Lake Mary Tax Prep AwardPro Tax Services, Inc. is committed to providing a complete range of professional tax, accounting and business consulting at affordable fees. We want want every one of our clients to view us as a TRUSTED business advisor. Pro Tax Services, Inc. was established with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, we care about each and every one of our clients.

NATP Member - ProTax Services Inc.NATP Member for many years, You will always be served by a competent professional who is committed to exceeding your expectations. If you would like to develop a relationship with an accountant that will know your name, get to know ours. Our firm has been in business since 1999.

Our goal is to deliver quality bookkeeping services at an affordable price. We help small and medium-sized business owners to succeed in running their companies by providing a strong understanding of what their numbers mean.

The responsive and personal attention we give each client, regardless how large or small, is the key to our success. Every member of our skilled and experienced team of accounting professionals and business advisor works face-to-face with clients. This one-on-one interaction is essential to meet your needs and helping you plan for the future success and financial stability of your business.

Pro Tax Services, Inc. has for years been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. We offer a wide range of bookkeeping services that include:

• Initial Set-up for New Companies
• Management of Books at client's office or ours
• Controller Services
• Cash flow management
• Financial analysis
• Business performance evaluation
• Budgeting and forecasting
• Staff Training 
• Chart of Accounts set-up
• Annual 1099 and W-9 Processing
• Recording Payroll and Tax Payment Transactions from payroll reports
• Bank and Charge Card Reconciliations
• Preparing Monthly Financial Statements: Profit & Loss, Balance Sheet, Detailed account activity reports for any period or range of time.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs thorough research and sound analysis. Pro Tax Services, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.

Pro Tax Services, Inc. Team

Edwin - Public AccountantKaren - Tax PreparerJennifer

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