I Can Make a Difference For You

Whether you are looking for a new accountant or simply wondering if you are getting the most from your current firm, find out how I can make a difference for you.

Highly Experienced CPA

Over twenty years of certified professional accounting experience and tax expertise

Expert Consultant

Able to provide virtual and in-person services for all tax and accounting matters

Professional

Unmatched experience and expertise from national tax firms available here in the Spacecoast!

What we Do

Full Service CPA Firm

Tax Services

Individual Federal Income Tax
Individual State Income Tax
Sole Proprietorship Income Tax
Corporate Federal Income Tax for S Corporations
Tax Planning Services
1099 Preparation
Sales Tax Preparation & Filing
Federal & State Tax Audits

Accounting Services

Bookkeeping
Bank Reconciliation
Non-Attest Financial Statement Services
Budget Preparation
Cash Flow Budgeting & Forecasting
Personal Financial Statement Preparation
QuickBooks Training

Consulting Services

New Business Formation
Interim Controller
Personal Financial Statements

Resources & Calculators

We Provide Resources for Financial Management & Retirement Planning

Planning & Forecasting

Strategic tax planning services are available for both business and individuals tto maximize your tax savings and make year-end filing easier

Roth Conversions

Backdoor Roth IRA conversions and other tax minimizing vehicles require careful execution. Out guidance can help you maximize your savings and minimize your tax exposure

Retirement Planning

Plan for your future by minimizing your future tax exposure. We work with many excellent CFPs and attorneys to help you with estate, gift, and trust planning to help you reach your goals

Small Business Consulting

From business structure set-up, to operations, scheduling tax payments, optimizing accounting and controls, and even succession planning, we help you protect and keep the money you make

Providing personalized professional accounting services and guidance for over 20 years to meet my client's specific needs

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(321) 345-7040

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(321) 341-9400

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