Pereira & Associates is your small business partner. We provide assistance with your tax, financial & business affairs. With over 30 years of combined public accounting experience, we offer advice that will improve your total financial well-being. In addition to being a full-service accounting firm, offering extensive services for businesses and individuals, we are Certified QuickBooks Advisors.
Among the services we provide we can advise you on the right version of QuickBooks to purchase as well as help you set up and train you on how to use it. Or if you prefer to spend your time building your business and your profits; let us handle your bookkeeping, recordkeeping and report filing.
We can provide as many of the following services as you want:
-Entering your check stubs and deposits.
-Doing your bank reconciliations.
-"After-the-fact payroll", including quarterly and annual payroll tax reports.
-Providing balance sheets, income statements, and other financial statements.
-Preparing all required business tax reports and filings.
We will put together a custom list of services to fit your particular business needs.
Our job is to see that you pay no more tax than the law requires. We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters.
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.
We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year.
Highlights, Specialties & Features
- Below is a sampling of services we offer & industries we serve
- Bookkeeping Services
- Tax Return Preparation
- Financial Statement Preparation
- Entity Selection &Creation
- QuickBooks Advisors
- Computer Software Industry
- Construction Industry - Including perfomance bond related services
- Professional Services Industry - Legal, Medical, Financial Services
Professional Associations & Certifications
- Florida Institute of Certified Public Accountants
|Person||Jay Pereira, CPA & Stephanie Pereira, CPA|
|City||Boca Raton, FL|
|Address||2200 NW Corporate Blvd., Suite 318|
|Phone Number||(561) 347-1844|
Jay Pereira, CPA & Stephanie Pereira, CPA
Jay J. Pereira, CPA managing partner has been in public accounting since graduating in 1988. Jay has a specialized knowledge in assisting small to mid-sized businesses attain their goals. Being a successful small business owner himself, Jay has shared much of his valuable experience and knowledge with his clients to help them navigate through the pains of growth. Working closely with business owners and advising them on how to take the next step has been the secret to happy client relationships.
A certified QuickBooks Advisor, Jay has trained and assisted many clients in implementing and using QuickBooks to monitor their businesses. Jay also has a comprehensive computer background and has helped his clients setup computer networks and purchase hardware and software as their companies grew. He is a member of the Florida Institute of Certified Public Accountants.
Stephanie L. Pereira, CPA - has been in public accounting since 1995, providing audit and advisory services and accounting and tax services to clients in a wide variety of industries. A former manager at "Big Four" accounting firm Deloitte & Touche, Stephanie worked extensively with public companies, assisting with SEC filings, business combinations, internal controls, and public offerings. In addition to her work with public clients, she performed audit and review services for non-public companies.
Before joining Deloitte, Stephanie worked for a local CPA firm where she helped small businesses with their financial statement and tax return needs. Stephanie earned a Master's of Accounting from Florida Atlantic University and a Bachelor's in Journalism from Northwestern University. She is a member of the Florida Institute of Certified Public Accountants.
Products & Services
Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Reviews - Compilations
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide two levels of assurance to meet your needs.
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.
We have used Pereira CPA's now for about 4 years. We were referred to them by a friend, when looking to switch accountants, and never looked back. While we work primarily with Jay, both he and Stephanie are always a pleasure to work with. They handle both our personal and business tax returns. We even schedule a tax planning meeting each year to ensure we are positioning ourselves properly for the closing tax year. Highly recommend this firm to anyone in need of personal or business tax preparations.
From Our Website
We'd like to provide you with an opportunity to get to know us as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Jay has been in public accounting since graduating in 1988. During his many years as a CPA, he has worked with public and private companies, as well as individuals from all walks of life. Jay has a specialized knowledge in assisting small to mid-sized businesses attain their goals. Being a successful small business owner himself, Jay shares much of his valuable experience and knowledge with his clients to help them navigate through the challenges of running a business. Working personally with business owners and advising them on how to take the next step is the secret to happy client relationships.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
Michael Gerber's The E-Myth Revisited should be required reading for anyone thinking about starting a business or for those who have already taken that fateful step. The title refers to the author's belief that entrepreneurs--typically brimming with good but distracting ideas--make poor business people. He establishes an incredibly organized and regimented plan, so that daily details are scripted, freeing the entrepreneur's mind to build the long-term success of the business. You don't need an M.B.A. to understand or follow its directives; Gerber takes time to explain buzzwords and complex theories.