Duggan Joiner & Company CPA' s

Tax Return Preparation, Accounting Services, Taxes-Consultants & Representatives

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(352) 732-0171Call Visit WebsiteVisit Website Map & DirectionsDirections334 NW 3rd AveOcala, FL 34475 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Ocala with Tax Return Preparation

Silver Springs (8 miles)
Anthony (11 miles)

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Ocala CPA, Comprehensive, professional accountants.

General Info: Duggan Joiner & Company CPA's has been in business in the Marion County area since the early 1920s. As one of the oldest certified public accountant firms located in Ocala, FL, we have seen many changes in our area over the years, and as our years in business attest, we are well managed and plan to continue our winning combination of professional services for many more years. Our staff consists of O. H. Daniels, Jr., CPA, CFP, R. Philip Bledsoe, CPA, CFP, Carole A. Wright, CPA, Annette C. Furman, CPA, Laura J. Allen, CPA, Jamie S. Hampy, CPA, Patricia A. Lancaster, CPA, CFP, Jeremy P Applegate, CPA, Sheila A. Bartczak, CPA, Gwynne M. Lewis, CPA, Ashley Hoglund, CPA, Donna Blaes, CPA, Hong Evie Pan, CPA We provide full service accounting & auditing services, bookkeeping & payroll services, personal, estate, trust & gift tax return preparation, financial & estate planning, business planning & tax preparation, computer network installation, training & consulting, software consulting including Quickbooks & Peachtree, and mediation & litigation services.
Email: Email Business
Brands: peachtree, quickbooks
Payment method: cash, visa, check, debit, mastercard
Other Link: http://www.djcocpa.com
Categories: Tax Return Preparation, Accounting Services, Taxes-Consultants & Representatives

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Phone: (352) 732-0171

Address: 334 NW 3rd Ave, Ocala, FL 34475

Website: http://www.djcocpa.com

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Duggan Joiner & Company CPA' s

Tax Planning
We are pleased to present this complimentary copy of our 2023 Year-End Tax Planning Guide. You will find it full of valuable ideas to help you achieve your personal or business financial goals. Today, knowing a little about taxes is not enough. It's important to know how the various tax provisions affect the decisions you make when you do your year-end planning.
Estate Taxes
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Tax Services
Sheila provides tax, accounting, audit, and business advisory services to a variety of clients and industries at the firm. She provides tax services to individuals, corporations, partnerships, LLC’s, trusts, and estates. She also performs audits of for-profit businesses, not-for-profit organizations, and 401(k) plans, and she has earned her advanced defined contribution plans audit certificate from the AICPA. She has worked on governmental audits, such as HUD and Rural Development. Her client experience includes a wide variety of industries, such as real estate, medical and health care, construction, manufacturing, wholesale and distribution, hospitality, retail, and agricultural.
Roth IRA
Income Tax
Job duties: Perform audits of for profit and not for profit entities. Prepare income tax returns. Adjust client's books and records using various accounting software, including QuickBooks, Sage and others. Performs work with limited supervision. Work closely with clients, managers and partners to resolve questions and complete work product.
Tax Return Preparation
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Accounting Services
Requirements: Recent bookkeeping experience at a public accounting firm. Mastered all phases of QuickBooks, with certification preferred. Computer proficiency using Excel, Word and accounting software programs. Attention to detail, communication and organizational skills are needed for this position.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Bookkeeping Services

Financial Planning
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Harry enjoys working with clients in a variety of businesses and also helping them with their personal accounting and financial needs. During his career he has worked with a diverse group of industries including aviation, agriculture, retail, real estate, professional service organizations, and medical. He has a special interest in retirement planning, retirement distributions, and estate planning and administration. A large number of his clients are in the agricultural and aviation areas. He has published numerous articles over the years in aviation magazines and continues to write and publish articles regularly. He is also a speaker at business, financial, and tax related seminars.

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