Our Services

Accurate and timely accounting information is a necessity for any successful business. SPOOR associates can assist you on either a temporary or on-going basis. Due to the moderate size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Financial Planning Services
- Tax Planning and Return Preparation Services
- Auditing, Review & Compilation Services
- Estate & Trust Planning & Administration

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

We can assist you in determining whether you should be doing business as a corporation, partnership, LLC, LLP or other type of entity. Our advice is tailored to assist you in meeting your objectives.

Auditing, Review & Compilation Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Many of our clients need financial statements, but do not necessarily require them to be audited. In these situations, we prepare either compiled or reviewed financial statements. These statements are usually sufficient to meet the needs of lenders and other potential users. However, since we are not required to provide full assurance on the statements, it takes less time to prepare them, thus reducing the fees.

Many of our clients rely on us to serve as their "controller". They deliver to us on a monthly basis the necessary records to allow us to reconcile their bank statement and prepare complete general ledger and financial statements as well as prepare any required state or federal tax returns to ensure their compliance with all applicable laws and regulations.

Estate & Trust Tax Planning & Administration

Being named as a personal representative or successor trustee for a friend or loved one is a responsibility not to be taken lightly. We are here to assist you in properly administering an estate or trust. Our trained staff is very familiar with the unique characteristics of both estates and trusts. We can help ensure that you are complying with applicable accounting and tax laws.

F. Gordon Spoor, CPA, was instrumental in the drafting of Florida's Revised Uniform Principal and Income Act which is the guideline to be followed in the preparation of accountings for estates and trusts.

CPA PrimePlus Services ...
Expert help with the business of life

This is a unique, customized package of services designed to help you maintain your lifestyle and financial independence.

As CPAs, we pride ourselves on our objectivity, integrity and special understanding of how financial decisions affect your lifestyle choices. You can count on us for expert advice and assistance with:

- Managing your investments so you can live life on your own terms
- Assisting with paying bills and bank reconciliations
- Estate planning to minimize your family's tax burden and make the most of bequests
- Structuring and funding trusts
- Planning for the costs of long-term care
- Assessing housing options and how to fund them

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