• 305 631 2288
  • info@shechterassociates.com
  • Mon - Fri: 9:00 am - 5:00 pm
Facebook Twitter Google-plus Instagram Youtube

Bookkeeping

Accountant working at her desk
Doing taxes with calculator
accounting

Bookkeeping

Shechter & Associates, LLP steps in to record, classify, and organize your financial transactions. We help businesses track purchases, payments, sales, and receipts. Our reports will give you an idea of your business’ financial wellbeing.

Our Services Include:

  • Keep track of all the business’ financial transactions
  • Maintain accurate financial records
  • Keep the accounting filing system in order
  • Oversee the business’ inventory and cash flow
  • Manage the annual budget and petty cash fund
  • Calculate budget variances and report any significant issues
  • Manage debt levels to ensure debt covenant compliance
  • Enforce sales tax collection from customers and remit them to the government
  • Balance the financial books by reconciling them with bank statements
  • Communicate financial issues to the management
  • Generate financial reports with analysis of the financial statements
  • Provide the information auditors need for their reports and audit
  • Follow the standard accounting procedures and policies
  • Ensure compliance with the local, state, and federal government’s reporting requirements

CONTACT

Phone: 305.631.2288 
Fax: 786-677-4100

Facebook Linkedin

LOCATION

4531 Ponce de Leon Blvd

Suite #200

Coral Gables, FL 33146

HOURS

Mon – Fri: 9:00 am – 5:00 pm

Saturday: Closed

Sunday: Closed

©2020 Shechter & Associates. All Rights Reserved.

2021 Important Tax Season Updates

2021 Tax Season 

Thank you for choosing Shechter & Associates LLP to assist you with your tax and accounting needs. We hope to make this tax season a seamless and relaxed process for you. The IRS just released that tax season will officially start on January 24, 2022 and we will begin Saturday appointments on February 12, 2022. We wanted to share some information and helpful links to assist you during this tax season.

 

Client Portal 

Shechter & Associates LLP now offers a client portal “Canopy Tax”. Our client portal offers an easy way to upload large documents securely and access your current and prior year tax returns. You can even upload documents with Canopy’s mobile app. Canopy’s mobile app is compatible with both iOS and Android. You can find it on both Apple iTunes and Google Play stores.

If you would like to access our client portal, please let us know and we will send you an invite or you can access the website here: https://app.canopytax.com

 

Tax Season Saturday Appointments with Philip

If you are interested in booking a Saturday appointment with Philip please see below. You can click on the link

https://calendly.com/shechterassociates/2021tax

to schedule the time that works for you. If you are interested in a time Monday through Friday, please reach out to us and we will coordinate. If you need to reach us, you can contact us at 305-631-2288 ask for Stephanie Torres or you can email her at storres@shechterassociates.com .

 

Safesend

We are using a program called SafeSend Returns to electronically deliver tax returns. 

The email will contain a link that is safe to click.  You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.  Upon successful verification, you will be able to:

  • Download, review and/or print tax returns
  • See if you owe taxes, are receiving any refunds and see your estimated tax payments if applicable.
  • Electronically sign your personal e-file authorization forms.  For personal returns, the IRS requires identity verification so please do not be alarmed by the personal questions as these are pulled from public databases. 

 

Tax Organizers

If you would like us to send you a tax organizer, please send requests to Stephanie Torres at storres@shechterassociates.com.

 

Invoices

Billergenie is our payment gateway. With a robust virtual terminal, hosted payment forms, and the ability to securely store payment methods on file, Biller Genie makes it easy to pay your invoice securely. Simply click on the link below to pay by credit card. Make sure to have the invoice number handy. If you are interested in signing up for the client portal please reach out to us and we will send you an invitation. 

https://customer.billergenie.com/5195983e5f2a