Here is some information about who we are and what we do.
SuncoastFinancialServices.com - FINANCIAL PLANNING
Our Financial Services Division specializes in helping you with your financial planning, financial management, wealth management, retirement planning, and estate planning needs. We want to work with you, no matter if you are just starting your investment portfolio or are already "there." We can set up and manage your personal IRA or 401K for your business. We will help you meet your goals for retirement. We can help you plan for how your assets should be distributed as you step into eternity. Some investment houses, banks, and investment advisors require a minimum investment of $250,000 or even $500,000 .... we are not one of those. We offer free consultations, quarterly contact, low fees, and personal service.
TaxPrep911.com - FULL SERVICE TAX PREPARATION
Our TaxPrep911.com tax preparation division specializes in tax planning and preparing tax returns for individuals, businesses, estates, and non-profit organizations. We have the knowledge, ability, and experience to prepare all types of tax returns from short-form individual returns to the more complex corporate, non-profit, and estate tax returns. As an enrolled agent, Jerry Trask has demonstrated technical expertise and professional ethics to the United States Treasury Department and has been granted enrollment to practice before the Internal Revenue Service.
FULL SERVICE ACCOUNTING
Our accounting division specializes in helping small businesses, churches, ministries, and other non-profit organizations with their accounting challenges. We can help fulfill your accounting needs for a short-term, long-term or permanent basis. We work with several software programs including, Creative Solutions, QuickBooks, and Shelby, and are able to handle all of your accounting and bookkeeping needs.
ABOUT ENROLLED AGENTS:
Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
NEWLY ADDED SERVICES
Business Valuation Services
For estate planning, changes in ownership structure,
succession planning, insurance or loan acquisition, etc.
Non-Profit Accounting & Tax Services
Form 1023 preparation
Form 990 preparation
ABOUT JERRY TRASK:
Jerry holds a Bachelor of Science degree in Business Administration and a Master of Science degree in Accounting & Finance. In addition, he has 25 years of experience in private business working in most every accounting position including CFO of a $100-million corporation. He has also owned several businesses. Jerry has worked with churches, ministries, and other non-profit organizations throughout the Southeastern United States helping them with a full range of accounting and business issues. Over the past few years Jerry has become an Enrolled Agent and is a member of the NAEA. Jerry has been recognized as having technical expertise, professional ethics, and has been granted the right to represent tax payers before the IRS in all fifty states. He also holds a Series 65 license, allowing him to offer financial advisory services throughout the country.
WE WORK IN ASSOCIATION WITH
William B. Shaw, Jr.
Accounting & Tax Service
18395 Gulf Boulevard
Indian Rocks Beach, FL 33785
Archer Investment Corporation
9000 Keystone Crossing
Indianapolis, IN 46240