Business Details
14 Years
experience
Your Trusted Accounting Partner in Orlando
For years, Rudolph & Shivers has provided quality, personalized financial guidance to local individuals and businesses. Our expertise spans tax management, accounting services, financial statements, and financial planning. As one of the leading firms in the area, we combine our expertise, experience, and team-oriented approach to ensure every client receives close analysis and attention. Our dedication to high standards, seasoned tax professionals, and strong work ethic have earned us a loyal client base.We maintain financial viability for clients through proactive strategies while fostering open communication to understand their needs. Our team's extensive experience in tax auditing, business consulting, and financial planning ensures competent and timely advice. We pride ourselves on the respect earned from the business and financial community through talent and responsiveness.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Bookkeeping
Financial Projections
Business Valuation
Payroll Services
Entity Selection
QuickBooks Assistance
Details
- Year established: 2012
Highlights and features
- We have over 20 years of combined experience in tax and accounting services.
- Our team includes CPAs with specialized expertise in IRS representation.
- We offer personalized financial planning tailored to individual client needs.
- Our local market knowledge ensures relevant, context-specific advice.
- We provide comprehensive services spanning tax compliance to business valuation.
Services
Tax Management Services
Our tax management services guide clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. We stay updated on evolving tax laws to optimize opportunities for individuals and businesses. Our team ensures compliance with federal, state, and local regulations.
Accounting Services
We provide accurate record-keeping and financial reporting for startups and established businesses. Services include general ledger preparation, payroll processing, and cash flow analysis. Our support helps clients maintain profitability and capitalize on growth opportunities.
Estate and Trust Planning
Our estate planning services help clients transfer assets while minimizing tax liabilities. We assist with trust creation, wills, and tax compliance for estates. Our goal ensures smooth succession and financial security for beneficiaries.
IRS Representation
Professional IRS representation during audits reduces client stress and ensures proper resolution. Our experience with tax authorities helps navigate complex compliance issues and negotiate favorable outcomes for individuals and businesses.
Business Valuation
We analyze business value for mergers, acquisitions, or succession planning. Our valuation services consider market trends, financial health, and industry-specific factors. Clients receive actionable insights for strategic decision-making.
People
James N. Rudolph
CPA
James Rudolph, CPA, has over 20 years of experience in accounting and taxation. He specializes in corporate, partnership, and high-income individual tax planning. A University of Florida graduate, he also assists with retirement and estate planning.
Eric R. Shivers
CPA
Eric Shivers, CPA, focuses on business consulting and tax compliance for medical practices and real-estate professionals. He has expertise in accounting system setup and internal controls. Eric also serves as a trusted advisor for business succession planning.
Carrie Brown
Enrolled Agent
Carrie Brown, an Enrolled Agent, specializes in tax management for medical practices, law firms, and real-estate professionals. She has extensive experience in business startup assistance and compliance. Carrie is a member of the National Society of Enrolled Agents.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and QuickBooks assistance tailored to small businesses.
How can you help with tax planning for individuals?
Our tax planning services include minimizing liabilities, maximizing deductions, and strategic retirement planning for high-income individuals.
Do you assist with IRS audit representation?
Yes, we offer professional IRS audit representation to ensure compliance and negotiate favorable resolutions.
What estate planning services are available?
We provide trust creation, will preparation, and tax-efficient asset transfer strategies for estate planning.
Can you help with business valuation?
Yes, we conduct detailed business valuations for mergers, acquisitions, and succession planning using industry-specific metrics.
What areas do you serve?
We primarily serve Orlando, Winter Springs, Altamonte Springs, and surrounding Central Florida areas.
