Our services
Professional services from Cornelius, Leone & Campbell in Jacksonville, FL.
Tax Services
Federal and state tax preparation for individuals, businesses, and estates. Multi-state returns, entity-level filings, and coordination between personal and business obligations.
Tax preparation begins with understanding your full financial picture, not just the documents you bring in. We prepare returns for S-corps, partnerships, LLCs, sole proprietors, and individuals, coordinating entity-level and personal filings to minimize overall liability.
Attest Services
Compilations, reviews, and agreed-upon procedures for businesses that need CPA-attested financial statements.
Some lenders, investors, or regulatory bodies require financial statements with CPA involvement. The firm provides compilations for internal or basic external use, reviews that offer limited assurance, and agreed-upon procedures tailored to specific compliance or due diligence needs. Each engagement follows AICPA standards and includes clear reporting language appropriate to the level of service.
The three levels
Compilations present your financial data in standard accounting format without verification or testing. Appropriate when you need clean, professionally formatted statements for internal use or for parties who do not require independent assurance.
Reviews provide limited assurance through analytical procedures and inquiries that identify anything that looks materially misstated. The result is a formal conclusion that the statements appear reasonable. Many lenders, bonding companies, and investors accept reviewed financials when a full audit would be excessive for the size or complexity of the business.
Audits deliver the highest level of assurance: full examination of transactions, confirmation of balances with third parties, evaluation of internal controls, and a formal opinion on whether the statements present a fair picture. Required by certain lenders, government contracts, grant programs, and investors who need maximum confidence in the numbers.
Advisory Services
Strategic guidance on entity structure, tax planning, succession, and business transitions. Ongoing counsel for owners navigating growth or change.
Advisory engagements address questions that extend beyond annual compliance. Should you convert from an LLC to an S-corp? How do you structure a buyout of a departing partner? What is the tax impact of selling a rental property and reinvesting through a 1031 exchange? We provide analysis and recommendations grounded in your specific numbers, not generic frameworks.
Accounting Services
Assisted monthly or quarterly bookkeeping, reconciliation, and financial statement preparation. Clean books that support informed decisions and accurate filings.
Accurate books are the foundation of useful tax planning and business decisions. The firm provides assistance with bookkeeping services, bank and credit card reconciliation, and monthly or quarterly financial statements. For businesses with books in disarray, cleanup engagements bring records current so you can move forward with confidence rather than anxiety about what the numbers actually say.