Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Jacksonville, FL
Since 1924, our firm has been dedicated to delivering integrated financial and accounting solutions tailored to individual and business needs. Our team of professionals combines deep expertise in tax, audit, and consulting services with a commitment to navigating the evolving financial landscape. We prioritize client service excellence, maintaining the highest ethical standards while expanding our knowledge through continuous professional education. As a member of Allinial Global, we leverage a network of international resources to enhance our service offerings.Our philosophy, rooted in integrity and foresight since our founding, remains central to our approach. We focus on understanding client goals to provide practical solutions, ensuring reliability and trustworthiness in every engagement. Our culture of teamwork and client-centric focus has solidified our reputation as a premier financial services provider in the Jacksonville community.
Services
Tax Services
Accounting Services
Consulting
Audit & Attestation
Payroll Tax Reporting
Details
- Year established: 1924
Highlights and features
- We offer over 95 years of experience in accounting and financial services.
- Our team includes Certified Public Accountants and IRS Enrolled Agents.
- We provide customized solutions for industries like construction and real estate.
- Our membership in Allinial Global expands our technical resources and expertise.
- We maintain accessibility and responsiveness to evolving client needs.
Associations and certifications
- Allinial Global
- American Institute of Certified Public Accountants (AICPA)
What people say
High level of trust
Outstanding quality
Knowledgeable and eager
Unmatched financial wellness
Excellent job
Services
Audit & Attestation
We provide comprehensive audit and assurance services tailored to private companies, nonprofits, and employee benefit plans. Our customized strategies ensure financial statement reliability while aligning with industry-specific regulations. Our team combines technical expertise with accessibility to deliver actionable insights that protect and grow client organizations.
Tax Services
Our tax professionals offer strategic planning and compliance solutions for individuals and businesses across industries. Services include multi-state taxation, IRS audit support, and transaction structuring. We focus on minimizing liabilities while ensuring adherence to evolving tax laws through personalized, informed advice.
Accounting Services
We deliver accurate accounting and bookkeeping solutions, including QuickBooks support, financial statement preparation, and CFO-level analysis. Our Certified ProAdvisors assist with day-to-day operations and month-end close processes, ensuring clarity and efficiency in financial management for businesses of all sizes.
Consulting
Our consulting services include cost segregation, R&D tax credit studies, and internal control evaluations. We help businesses optimize cash flow, identify tax savings, and strengthen financial systems through data-driven recommendations aligned with long-term strategic goals.
Payroll Tax Reporting
We manage complex payroll tax requirements with precision, ensuring timely preparation of compliance returns and reports. Our expertise reduces administrative burdens while maintaining accuracy in tax filings, allowing clients to focus on core business operations.
People
Robert T. Loverich
Managing Partner
CPA with 35+ years of experience in auditing and consulting for commercial and nonprofit clients. Leads firm's accounting and auditing committee while maintaining active involvement in community service initiatives.
Lawrence Kaplan
Partner
Specializes in estate planning and tax advisory for high-net-worth individuals. Holds CPA and IRS Enrolled Agent certifications, with expertise in investment and retirement planning strategies.
Lori Graham
Partner
Auditing and assurance expert with 15+ years of experience across diverse industries. Former tax associate who now focuses on audit engagements and professional development initiatives.
Christopher Loudy
Partner
Tax specialist with 20+ years of experience in multi-state planning and wealth transfer strategies. Active in local Scouting organizations and Florida Institute of CPAs leadership.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and agreed-upon procedures tailored to businesses, nonprofits, and employee benefit plans.
How are you different from other accounting firms?
Our 95+ year history, Allinial Global membership, and personalized approach with accessible partners set us apart in the Jacksonville market.
Which industries do you specialize in?
We serve construction, real estate, healthcare, professional services, retail, and nonprofit organizations with industry-specific expertise.
Do you offer tax planning services?
Yes, we provide comprehensive tax planning, compliance, and audit support for individuals and businesses across multiple states.
What consulting services are available?
Our consulting includes cost segregation, R&D tax credits, internal control evaluations, and due diligence for business transactions.
