Florida Service Areas · Sarasota County
Proactive tax strategy and full-service accounting for Sarasota's families, investors, and business owners, all from one firm.
Your CPA in 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.
One Firm, Your Whole Tax Picture
Whatever your situation, there is a service built for it, all handled under one roof.
Tax returns and year-round planning for individuals and families, including investment, rental, and equity income.
Learn More →Entity strategy, S-corp planning, and clean compliance for owner-operated and online businesses.
Learn More →Cross-border planning and compliance for foreign accounts, foreign assets, and ties abroad.
Learn More →Business formation, bookkeeping, payroll, and sales tax, so the day-to-day runs on numbers you can trust.
Learn More →How It Works
Three straightforward steps from your first message to a fully managed tax strategy.
First Meeting Checklist
The more context you arrive with, the more we can give you in 30 minutes.
Tell us about your situation — we'll let you know how we can help
We believe in transparency. Everything you need to know about how we work, what we charge, and why we're different.