Business Details
38 Years
experience
Emergency
services
Trusted Tax & Accounting Services in North Fort Myers
Since 1988, Feinstein Tax & Accounting has served North Fort Myers as a family-owned firm dedicated to providing personalized tax, bookkeeping, and notary services. Our commitment to building client partnerships drives our approach, combining over three decades of experience with continuous education in evolving tax laws. We specialize in tailored financial solutions for businesses of all sizes, from sole proprietorships to large corporations, ensuring accuracy and compliance in every service.Our team of certified professionals prioritizes client education, proactive planning, and remote accessibility for full-time travelers. With a focus on long-term financial success, we deliver expert guidance through personalized consultations, audit preparation, and year-round bookkeeping support. Our reputation for exceptional service is reflected in client testimonials highlighting professionalism, efficiency, and consistent cost-saving results.
Services
Bookkeeping
Tax Preparation
Notary Services
Audit Preparation
Corporate Tax Advisory
Details
- Year established: 1988
Highlights and features
- Family-owned firm with 32 years of local expertise
- Personalized service tailored to individual client needs
- Certified professionals with IRS-enrolled agents
- Remote accessibility for full-time travelers
- Proven track record saving clients money legally
What people say
Professional, helpful, insightful
Lifelong customer
Saved us money
Prompt detailed responses
Trusted financial expert
Services
Bookkeeping
Comprehensive bookkeeping services for businesses of all sizes, including accounts payable/receivable, reconciliation, and financial statements. Our guarded approach ensures accurate record-keeping while allowing business owners to focus on operations. Customizable scope from full-service management to targeted support for startups or clean-up projects.
Tax Preparation
Expert preparation of individual and corporate tax returns with emphasis on maximizing legal deductions. Services include federal/state filings, audit preparation, and tax planning. Our IRS-certified team stays current with changing regulations to ensure compliance while optimizing clients' financial positions through proactive strategy.
Notary Services
State-authorized notary services for legal and business documents including real estate transactions, wills, and power of attorney. Our certified staff provides identity verification and witnessed signatures with the same personalized attention as our financial services, ensuring proper execution of critical agreements.
Audit Preparation
Specialized support for IRS audit situations, including documentation organization and representation. Our proactive approach minimizes audit risks through meticulous record-keeping, while our experienced team provides guidance throughout the process to protect clients' interests and resolve issues efficiently.
Corporate Tax Advisory
Ongoing tax strategy services for corporations, focusing on compliance and optimization. We help businesses navigate complex tax laws, implement effective record-keeping systems, and develop long-term financial plans that align with organizational goals while maintaining regulatory compliance.
People
Monica Feinstein
CEO / President
IRS-enrolled agent since 1987 with over 35 years of experience. Specializes in personalized tax strategy and remote client services. Leads with commitment to client education and proactive financial planning.
Clayton Feinstein
Vice President
Co-founder with 32 years of local tax advisory experience. Focuses on building long-term client relationships and ensuring round-the-clock service availability for urgent taxpayer needs.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, audit support, corporate tax advisory, and notary services for individuals and businesses of all sizes.
Are you available outside regular business hours?
Yes, our team offers 24/7 support for urgent tax and accounting matters, including weekend and holiday assistance.
How do you handle remote clients?
We provide full-service support for remote clients through secure digital communication and document management systems.
What notary services are available?
We certify real estate documents, wills, business agreements, medical records, and other legal documents with proper identification verification.
How can you help save on taxes?
Our proactive planning identifies all eligible deductions and structures financial activities to legally minimize tax liabilities while maintaining compliance.
