Business Details
Trusted Accounting and Tax Services in Brooksville, FL
Oliver & Company & Company is a full-service Certified Public Accounting firm licensed in Florida, dedicated to providing exceptional accounting, tax, and financial planning services to individuals and businesses. Our team of experienced professionals, including CPAs and financial planners, brings decades of combined expertise in tax compliance, financial strategy, and business advisory services.We prioritize professionalism, responsiveness, and quality, ensuring clients receive tailored solutions that maximize deductions, minimize liabilities, and support long-term financial goals. With a focus on personalized service, we serve clients across Brooksville, Inverness, and surrounding areas, helping them navigate complex tax laws and achieve financial success.
Services
Tax Preparation
Financial Planning
Estate Planning
Wealth Management
Small Business Accounting
Payroll Services
Part-Time CFO Services
Business Advisory
Succession Planning
New Business Formation
Highlights and features
- We offer over 40 years of combined experience in public accounting and financial planning.
- Our team includes licensed CPAs and certified financial planners with industry-specific expertise.
- We provide personalized tax strategies to maximize deductions and minimize liabilities.
- Our client-focused approach ensures transparent communication and tailored financial solutions.
- We serve diverse industries, including healthcare, law, construction, and real estate.
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. With expertise in trust, estate, and business tax returns, we deliver accurate, timely filings tailored to your financial situation.
Financial Planning
Our financial planning services create strategies to achieve long-term goals, including retirement, education savings, and wealth preservation. We analyze budgets, investments, and risk tolerance to build personalized plans. By integrating tax and estate planning, we help clients optimize after-tax income and secure financial independence.
Estate Planning
We simplify estate planning by addressing asset distribution, gift tax strategies, and trust administration. Our team collaborates with attorneys to design plans that reflect your wishes while minimizing tax burdens. Regular reviews ensure plans adapt to life changes, providing peace of mind for you and your family.
Small Business Accounting
We handle bookkeeping, payroll, and financial reporting for small businesses, freeing owners to focus on growth. Services include cash flow management, compilations, and advisory support. Our proactive approach ensures compliance with tax obligations and identifies opportunities to enhance profitability and operational efficiency.
Business Advisory Services
Our advisory services guide businesses in strategic planning, succession, and tax compliance. We offer part-time CFO support, cash flow projections, and industry-specific insights for sectors like healthcare, law, and construction. By aligning financial goals with operational strategies, we help businesses thrive in competitive markets.
People
Mary Beth Gary
Managing Director
Mary Beth Gary, CPA and CFP, has over 40 years of public accounting experience. She specializes in tax and financial planning for individuals and businesses, with a focus on compliance and strategic consulting.
Pamela Nix
Director
Pamela Nix, CPA, brings 20+ years of expertise in taxation and accounting. She focuses on tax planning for businesses and individuals, ensuring compliance while optimizing financial outcomes.
Shannon Hull
Accounting Manager
Shannon Hull, Enrolled Agent, has 20+ years of experience in tax preparation and financial audits. She specializes in corporate accounting and international sales finance, providing strategic insights to clients.
Karen Dzafic
Administrative Assistant
Karen Dzafic has supported Oliver & Company & Company since 1984, managing payroll, accounts, and marketing. Her extensive experience ensures smooth operational and client service processes.
Kara Lachance
Bookkeeper
Kara Lachance prepares financial statements and tax returns with 14 years of public accounting experience. She specializes in payroll, sales tax, and client-focused accounting solutions.
Questions
What services does Oliver & Company & Company & Company offer?
We provide tax preparation, financial planning, estate planning, small business accounting, payroll services, and business advisory solutions.
How can tax preparation benefit my business?
Our tax services ensure compliance, identify deductions, and reduce liabilities while avoiding penalties through expert filing and strategic planning.
Do you specialize in specific industries?
Yes, we serve healthcare, law, construction, real estate, manufacturers, and dental practices with tailored financial expertise.
What is included in financial planning?
We create personalized plans for retirement, education savings, wealth preservation, and tax-efficient strategies to achieve long-term goals.
How do I schedule a consultation?
Call us at (352) 796-1444 or visit our website to request a consultation and discuss your financial needs.
