Business Details
40 Years
experience
Trusted Accounting & Tax Services in Sebring, Florida
At Carlson Accounting, we pride ourselves on delivering personalized accounting and tax services rooted in over three decades of family-owned dedication to Highlands County. Established in 1986, our firm evolved from Bill Carlson's passion for supporting small businesses after a career transition, and today we combine traditional values with modern expertise to serve clients individually. Our team, led by Certified Public Accountant Jeff Carlson, brings a wealth of experience from diverse financial backgrounds, including ten years in the financial services industry prior to joining the firm. We specialize in business accounting, tax planning, payroll, and estate tax services, ensuring our clients receive timely, accurate reporting and strategic guidance tailored to their unique needs. With a commitment to community involvement and client relationships, we approach each engagement with the same care we would extend to our own family, offering hands-on support through every financial challenge.Our office in Sebring, Florida, serves as a trusted resource for local businesses and individuals seeking expert financial counsel grounded in integrity and accessibility. Through continuous professional education and adoption of the latest technologies, we maintain the highest standards of service while preserving the personal touch that distinguishes our practice. From managing costs to negotiating with banks, we transform complex financial data into actionable insights that empower our clients to make informed business decisions. Our legacy of trust spans generations, with many clients remaining with us for decades as their needs evolve alongside our growing expertise. Whether navigating tax filings, preparing for business sale valuations, or implementing accounting systems, clients benefit from our unwavering commitment to timely, personalized solutions that make their financial lives easier.
Services
Business Accounting
Bookkeeping
Payroll Services
Tax Planning
Estate Tax Services
Details
- Year established: 1986
Highlights and features
- Family-owned firm since 1986 with multigenerational accounting expertise
- Personalized financial guidance tailored to individual business needs
- Community-focused approach with decades of local market knowledge
- Comprehensive tax planning and preparation services for all client types
- Certified professionals with continuous industry education and training
Services
Business Accounting
Carlson Accounting provides comprehensive monthly business accounting services transforming financial documents into actionable reports. Our expert analysis helps businesses manage costs, identify revenue opportunities, and prepare for growth through detailed financial insights. Clients receive customized reporting that supports strategic decision-making for operations, investor relations, and business valuations.
Bookkeeping
Our professional bookkeeping services maintain accurate financial records by organizing check stubs, cash tickets, and business transactions. We provide timely processing and reporting that helps businesses monitor performance, prepare tax filings, and maintain compliance with financial regulations. This foundational service supports all subsequent accounting and tax functions.
Payroll Services
Carlson Accounting manages complete payroll processing solutions ensuring timely and accurate employee payments and tax filings. Our services include calculating wages, withholding taxes, preparing paychecks, and submitting required government reports while maintaining compliance with evolving payroll regulations.
Tax Planning
We offer comprehensive federal and state tax planning services for individuals, businesses, estates, and trusts. Our experts utilize current technology and ongoing professional education to provide accurate filings, strategic tax-saving opportunities, and year-round planning guidance for optimal financial outcomes.
Estate Tax Services
Our specialized estate tax services assist clients with tax planning and preparation for estates and trusts. We provide expert guidance through complex inheritance matters, helping families navigate tax obligations while managing the emotional challenges of losing a loved one with compassionate support.
People
Jeff Carlson
CEO/CPA
Certified Public Accountant with over 25 years experience. Former financial services professional at Salomon Brothers and Chase Manhattan Bank. Holds BS degrees in Accounting and Finance, plus MBA. Specializes in tax planning and business advisory services.
Belen Juarez
Accounting Manager
Experienced accounting professional managing day-to-day financial operations. Oversees team of bookkeepers and coordinates client accounting needs with extensive knowledge of local business requirements.
Donna Carlson
Office Manager
Key administrative leader maintaining operational efficiency. Manages office operations and client relations with deep understanding of accounting processes and firm history since its founding.
Bill Carlson
Accountant
Founder of Carlson Accounting with decades of experience. Transitioned from hardware business to accounting after establishing the firm in 1986. Maintains active role in client services.
Susan Lenihan
Bookkeeper
Dedicated bookkeeping professional handling financial records and reporting. Provides accurate transaction processing and maintains accounting documentation for business clients.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including monthly financial reporting, cost management analysis, revenue tracking, and business valuation assistance to help small businesses make informed financial decisions.
Do you handle both business and personal tax preparation?
Yes, we offer comprehensive tax services for individuals, businesses, estates, and trusts with expert preparation and strategic planning for both federal and state tax requirements.
How long have you been serving Highlands County?
Carlson Accounting has provided accounting services in Highlands County since 1986, with founder Bill Carlson establishing the firm over three decades ago.
What makes your tax services different?
We combine personalized service with technical expertise, offering hands-on support through complex situations while maintaining proactive tax planning strategies tailored to individual circumstances.
Do you offer payroll processing for businesses?
Yes, we provide complete payroll services including wage calculations, tax withholdings, paycheck processing, and government reporting compliance to simplify employee payment management.
