Sarasota CPA

A CPA for Sarasota

Sarasota pairs a renowned arts and cultural scene with an affluent, established community of retirees, second-home owners, and small business owners. We work with clients across Sarasota County, including Sarasota, Lakewood Ranch, Venice, and Siesta Key.

Florida’s lack of a personal income tax is a real draw for those making Sarasota their base, but the advantage only holds when residency, investments, real estate, and any business interests are planned together. We work across the whole picture rather than reacting to one piece at a time.

Who We Work With in Sarasota

Sarasota’s mix of wealth, real estate, and small business brings a wide range of clients. They include:

• Retirees and families establishing Florida residency
• Real estate investors and second-home owners
• Small business owners and professional practices
• Short-term and vacation rental operators
• Individuals and families who want proactive, year-round planning

Most clients have several of these in play at once. One firm handling the personal return, the real estate, and the planning keeps things coordinated instead of scattered across separate advisors.

Full-Service Tax and Accounting for Sarasota

We handle your whole tax picture in one place, not just one slice of it.

Individual tax. Preparation and year-round planning for individuals, families, and retirees, including investment income, capital gains, and residency questions.

Business tax. Entity strategy, S-corp planning, and clean compliance for owners and investors, structured to keep more of what you earn.

International tax. Cross-border planning and compliance for clients with foreign accounts, foreign assets, or ties abroad.

Full-suite accounting. Bookkeeping, back-office support, payroll, and sales tax, so the day-to-day runs cleanly and your strategy rests on numbers you can trust.

Retirees, Real Estate, and Wealth Planning

For retirees and high earners making Sarasota their home, the work is rarely a single return. It is how residency, investment income, and real estate fit together, and how to keep Florida’s no-income-tax advantage working in your favor.

This is core to how we work. We coordinate the personal and property sides so a major move or a real estate portfolio is handled with the detail it requires.

Why Sarasota Clients Work With Us

You work directly with a licensed CPA who holds a Master of Taxation, with bilingual service in English and Spanish. There is no rotating cast of preparers and no handoff.

Three things shape how we work:

• One point of contact. Your goals, your timeline, and your full tax picture handled with care from start to finish.
• Responsive by default. Questions get answered, not queued. When your situation changes, we move with it.
• We reach out, you don’t have to. If a deadline or an opportunity is coming, we bring it to you.

It begins with a no-charge discovery call, moves to a clear scope and fixed fee, and becomes proactive, year-round work rather than an annual scramble.

Get Started in Sarasota

Whether the priority is your residency, your real estate, or your full financial picture, schedule a no-charge consultation and we’ll walk through how we would handle it.