Charter Schools

We provide accounting and tax preparation for charter schools. We also will prepare the application for tax exemption as a 501 (C) 3 organization. The applications we prepare (form 1023) are accurate and include all the information needed for the IRS to make a speedy determination.


We design accounting systems that facilitate record keeping and reporting as well as financial accountability. By utilizing QuickBooks Online, we ensure your financial records are safe and always available. We also prepare timely and professional reports required by Charter School Operations.

Tax return Preparation

We understand the importance of timely and correctly completed 990 forms to maintain your tax exempt status, and that the form, properly prepared is also a tool to provide donors the information they need. Verna James, our manager, was a Chartered Accountant with international accounting experience for twenty years before becoming a Florida CPA in 1999, and is a member of Florida Institute of Certified Public Accountants. We adhere to the high professional standards set by both this organization and provide timely and professional financial reports for the schools we serve. Your financial documents are stored in our secure cyber cabinet where it is available to you 24/7.

Contact us at 305-595-2886 or

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