Business Details
22 Years
experience
Trusted Certified Public Accountants in Gulf Breeze, FL
As a Certified Public Accounting firm established in 2004, we bring over 35 years of combined experience in tax planning, accounting, and financial advisory services. Our team of credentialed professionals, including Florida CPAs and Personal Financial Specialists, delivers tailored solutions to help individuals and businesses reduce tax liabilities and grow wealth. We prioritize personalized service, maintaining year-round support to address client questions and align financial strategies with evolving goals.Our expertise spans corporate accounting, IRS representation, and temporary CFO services, backed by advanced certifications and a commitment to accuracy. With a proven track record serving Gulf Breeze and Navarre, Florida, we combine technical proficiency with local market knowledge to deliver reliable, client-focused outcomes.
Services
Accounting
Taxes
Payroll
Bookkeeping
IRS Representation
Temp. CFO Services
Details
- Year established: 2004
Highlights and features
- We have over 35 years of experience in tax planning and accounting services.
- Our team includes Florida-licensed CPAs and Personal Financial Specialists.
- We provide personalized service tailored to each client's unique needs.
- Our year-round support extends beyond tax season for ongoing financial guidance.
- We offer IRS representation and temporary CFO services for complex needs.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Accounting
Our accounting services provide accurate financial record-keeping and reporting for businesses of all sizes. We handle general ledger maintenance, financial statement preparation, and month-end closing processes. Clients benefit from timely, transparent insights into their financial health while ensuring compliance with regulatory standards.
Taxes
We specialize in federal and state tax return preparation for individuals and businesses, combined with strategic tax planning. Our approach identifies deductions and credits to minimize liabilities while maximizing long-term savings. With CPA expertise, we ensure compliance and proactive year-round tax strategy development.
Payroll
Our payroll services manage employee compensation, tax withholding, and regulatory filings for businesses. We handle payroll processing, direct deposits, and year-end W-2/1099 reporting. Clients receive accurate, timely processing while staying compliant with evolving labor and tax regulations.
Bookkeeping
We offer comprehensive bookkeeping solutions including accounts payable/receivable management and cash flow tracking. Our systems maintain organized financial records for informed decision-making. Clients gain real-time visibility into business performance through categorized transactions and reconciled accounts.
IRS Representation
Our IRS representation services assist clients facing audits or tax debt negotiations. CPAs advocate on your behalf during IRS communications, resolving issues like liens, levies, or payment plans. We provide expert guidance to achieve favorable outcomes while protecting client interests.
People
Bert Roberge
CPA/Partner
Bert Roberge, CPA and Personal Financial Specialist, has over 35 years of experience in accounting and taxation. A Florida Real Estate Broker and Certified Estate Planning Specialist, he founded the firm in 2004 after serving as CFO for major corporations. He holds an MBA from the University of West Florida.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including financial reporting, payroll processing, and tax compliance tailored to small business needs.
Do you handle IRS audit representation?
Yes, our CPAs offer IRS representation to resolve audits, tax debt, and compliance issues with professional advocacy.
Can you assist with personal tax planning year-round?
We provide ongoing tax planning services to help individuals minimize liabilities and optimize financial strategies beyond annual filings.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Personal Financial Specialists with advanced credentials.
What areas do you serve?
We primarily serve Gulf Breeze, Navarre, and surrounding areas in Florida with local expertise.
How do I schedule a consultation?
Call (850) 934-2832 to schedule an appointment for personalized accounting or tax services.
