Business Details
Your Trusted Accounting and Tax Services Partner in St. Petersburg
Our firm is dedicated to the three underlying principles of professionalism, responsiveness, and quality, which together assure outstanding service to all clients. We are known as a leading CPA firm in the St. Petersburg area due to our expertise, experienced staff, and personalized attention. Our high standards guarantee that every client benefits from the collective expertise of the entire firm. Clients rely on our competent advice and fast, accurate service, earning respect from business and financial communities.We provide total financial services to individuals, businesses of all sizes, and organizations, with a primary goal of enabling informed financial decisions through insightful advice. Continuing education is prioritized to enhance technical expertise and client service, and we welcome client questions to ensure comfort with tax and financial situations.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Audit Representation
Small Business Accounting
Tax Planning
Financial Statements
Business Formation
Payroll Tax Problems
Tax Problem Resolution
Highlights and features
- Experienced CPAs with expertise in tax compliance and consulting
- Personalized service tailored to individual and business needs
- QuickBooks ProAdvisor certified for software integration expertise
- Specialized IRS audit representation and tax problem resolution
- Commitment to continuing education for up-to-date financial expertise
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify deductions and credits to minimize liability while maintaining compliance. Our staff provides guidance on payroll withholding adjustments and future tax planning strategies.
Small Business Accounting
We handle monthly or quarterly accounting tasks including bank reconciliations, income statements, and balance sheets. Our service maintains clean general ledgers and provides unlimited consultations for financial interpretation. Customizable packages include payroll and tax planning add-ons.
QuickBooks Setup
Our QuickBooks setup includes software installation, chart of accounts configuration, and data migration. We train staff on system usage and provide ongoing support for tax preparation and management reports. Services ensure accurate financial tracking from day one.
Payroll Services
We offer comprehensive payroll solutions with tax filing, direct deposits, and regulatory compliance. Services include W-2/1099 processing, vacation accrual tracking, and new hire reporting. Options available for manual record processing and online self-service platforms.
IRS Audit Representation
Our team handles IRS audits from start to finish, eliminating client interaction with auditors. We prepare documentation, negotiate settlements, and resolve tax deficiencies. Services cover both individual and business tax return examinations.
People
Kelly Love
CPA
Kelly specializes in tax compliance and consulting for individuals and businesses. She holds an MBA from Georgia Institute of Technology and is a Certified Public Accountant and Chartered Global Management Accountant. With experience in public accounting and corporate finance roles, she provides expertise in succession planning and business acquisitions.
Frederick (Erick) C. Thacher
CPA
Erick is a magna cum laude graduate of Carroll University with 25+ years of Tampa Bay area experience. He focuses on small business accounting, entity selection, and accounting system setup. He provides workshops for home daycare providers and realtors while maintaining expertise in tax and financial planning.
Questions
What accounting services do you offer for small businesses?
We provide monthly/quarterly bookkeeping, bank reconciliations, income statements, balance sheets, general ledger maintenance, and unlimited financial consultations.
How does your IRS audit representation work?
We handle all IRS audit communications, documentation preparation, and negotiations. Clients simply forward audit notices to us and avoid direct interaction with auditors.
Do you offer QuickBooks training and support?
Yes, we provide QuickBooks setup, software training, and ongoing data reviews to ensure proper system usage for tax and management reporting.
What tax services are available for individuals?
We handle tax return preparation, planning, audit representation, back tax resolution, and withholding optimization to maximize refunds and minimize liabilities.
How do you handle payroll processing?
We offer comprehensive payroll with tax filings, direct deposits, W-2/1099 processing, and compliance reporting. Services include manual record processing and online platform options.
