Ottie T Mccullum

Vision: To empower individuals and businesses on the Treasure Coast to achieve financial clarity, navigate complex tax landscapes, and reach their financial goals.

Mission: To provide accessible, personalized financial, tax, and accounting services with exceptional responsiveness, professionalism, and attention to detail.

Our Values

• Professionalism: We uphold the highest ethical and technical standards, ensuring accurate and reliable services.
• Responsiveness: We prioritize timely and personalized communication, keeping clients updated and engaged throughout the process.
• Quality: We strive to deliver accurate results and insightful guidance, exceeding expectations and building lasting client relationships.

For Individuals

• Personal Financial Planning
• Retirement Planning
• Estate Planning & Tax Optimization
• Elder Care Planning
• Tax Preparation & Filing

For Businesses

• Small Business Accounting & Bookkeeping
• Part-Time CFO Services
• Cash Flow Management
• Bank Financing & Business Advisory
• Succession Planning & Business Valuation
• New Business Formation & Tax Consulting

Experience and Expertise

Ottie T. McCullum, CPA, P.A. brings years of experience and industry knowledge to the table. Having served clients across diverse industries, she understands the unique challenges and opportunities individuals and businesses face in today's landscape.

Client-Focused Approach

We prioritize understanding your unique financial goals and concerns. We take the time to discuss your situation, assess your needs, and tailor our services to your individual requirements.

Making a Difference

Our clients praise us for our personalized approach, clear communication, and ability to translate complex financial concepts into accessible guidance. We are committed to empowering you with the knowledge and tools you need to make informed financial decisions and achieve success.

Schedule a Free Consultation Today

Contact us to schedule a complimentary consultation and discover how our expertise can benefit your financial future.