Florida CPA Services P.A., Certified Public Accountants

Accounting Systems *  Bookkeeping & Payroll *  Financial Statements, Reviewed or Compiled *  Management Consulting *  Tax Preparation
Tax Planning *  IRS Representation *  Retirement Plans *  Financial Planning

Our Commitment

The single most important factor in our Firm’s success has been our uncompromising commitment to the highest standards of quality and professionalism.Providing quality service at reasonable rates to our clients is our primary objective.We adhere to the highest standards of confidentiality of all information that is obtained from our clients.Our Firm and its Shareholders have never received any disciplinary action nor is any pending with state regulatory bodies orprofessional organizations.

Professional Development

Each shareholder and all professional staff are required to complete formal continuing professional education each year.The firm has established guidelines to ensure professional staff is kept informed about all current developments in accounting, auditing, taxes and all other professional technical standards.

Kevin W. Geisler, C.P.A.

Professional Experience

Kevin W. Geisler’s experience has been in taxation, Internal Revenue Service representation, auditing, management advisory services, computerized accounting systems and financial accounting services. He has provided audits, reviews, computer accounting systems and taxation services to physicians, retailers, construction and various for-profit entities and not-for-profit related entities since 1992.

Mr. Geisler’s relevant experience includes:

• Design and implementation of computerized accounting systems and internal controls for various entities
• Controller services for physicians offices and retail establishments, which includes providing cash flow management, payroll services and other consulting services
• Internal Revenue Service representation for individuals as well as various entities
• Tax, accounting, and financial statement audit services for not-for-profit, for-profit and condo and homeowners associations in Manatee and Sarasota Counties
• Tax supervisor for a multinational public corporation

Education

University of South Florida, Bachelor of Science in Business Administration, major in accounting and a minor in finance.

Professional, Community Activities and Other

Manatee County Chamber of Commerce
Palmetto Kiwanis Club – Treasurer
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Veteran of the United States Army

Vicki L. Kleiman

Professional Experience

Vicki L. Kleiman’s experience has been in accounting, taxation, cash and financial accounting services, accounting software setup and training, corporate controller, and management advisory services. She has setup numerous accounting software systems for clients, trained staff, and
served as controller by the hour to maintain systems, continue staff training and consult with management. She also has experience as a corporate controller handling all areas of the business including human resources, cash management, accounting, real estate acquisition, and expansion
projects.

Vicki’s relevant experience includes:

• 5 years experience as corporate controller
• Partner in Public Accounting Firm since 2004
• 25 years experience in accounting and business management for a wide assortment of businesses from small “mom and pop” to oil and gas drilling companies.

Education

University of South Florida, Bachelor of Science in Business Administration, major in accounting.

Professional, Community Activities and Other

Florida Institute of Certified Public Accounting

Contact Florida CPA Services

Tax Forms

INDIVIDUALS

Form 1040
US Individual Income Tax Return: Annual Income tax return filed by citizens or residents of the United States.

Form 1040A
US Individual Income Tax Return: Shorter version of Form 1040 allows you to report limited types of income and to claim certain adjustments.

Form 1040-ES
Estimated Tax for Individuals: Figure and pay your estimated tax on income that is not subject to withholding.

Form 1040EZ
Income Tax Return for Single and Joint Filers with No Dependents: If you file Form 1040EZ, you cannot itemize deductions or claim any adjustments to income or tax credits (other than the earned income credit).

BUSINESSES

Form 1099-MISC
Miscellaneous Income: File this form for each person to whom you have paid various income during the year.

Form 941
Employer’s Quarterly Federal Tax Return: Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

Form W-4
Employee’s Withholding Allowance Certificate: Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Form W-9
Use this form to provide your correct TIN to the person who is required to file an information return with the IRS to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.

Form I-9
Employers must complete this form to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the United States.

Additional forms available on the IRS Website

Resource for Seniors

Social Security is a vital source of income for retirees and is pivotal in keeping older Americans out of poverty.   In fact, According to the National Academy of Social Insurance, it is the sole source of income for about 20% of people over 65.