Business Details
22 Years
experience
Trusted Accounting Services in Pensacola, FL
Jeffery B. Bentley, CPA is a full-service accounting firm established in 2004, dedicated to providing comprehensive financial solutions for individuals and businesses in Pensacola, FL. Our expertise spans tax planning, payroll services, QuickBooks setup, and IRS audit representation, with a focus on minimizing tax liabilities and maximizing client financial success. With over two decades of combined experience, including remote operations from Lima, Peru, we combine technical proficiency with personalized service to meet diverse client needs.Our team prioritizes compliance, efficiency, and client education, offering tailored strategies for asset protection, tax savings, and business growth. Licensed in Florida and affiliated with the Florida Society of CPAs, we maintain rigorous professional standards while delivering accessible, client-centric support.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Audit Representation
Bookkeeping
Tax Planning
Non-Filed Tax Returns
Payroll Tax Solutions
QuickBooks Training
Tax Problem Resolution
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of combined accounting experience.
- Our team provides personalized tax planning strategies.
- We specialize in QuickBooks setup and training.
- We serve clients remotely across Florida.
- We prioritize client satisfaction with transparent communication.
Associations and certifications
- Certified Public Accountant (CPA)
- Florida Society of CPAs
Services
Tax Planning
Our tax planning services focus on legally minimizing tax liabilities through strategic income deferral, deduction optimization, and entity structuring. We help individuals and businesses implement customized strategies for asset protection, retirement planning, and intergenerational wealth transfer. With continuous updates on tax code changes, we ensure clients maximize savings while maintaining compliance with federal and state regulations.
Payroll Services
We offer comprehensive payroll solutions including tax reporting, direct deposits, and regulatory compliance. Our services handle all aspects from check printing to year-end W-2/1099 forms, allowing businesses to focus on core operations while ensuring accurate and timely payroll tax filings with federal, state, and local authorities.
QuickBooks Setup
Our QuickBooks setup includes software installation, chart of accounts configuration, and data migration from existing systems. We provide staff training and ongoing support to ensure accurate financial tracking, with options for monthly data reviews to maintain optimal accounting practices and tax preparation readiness throughout the year.
IRS Audit Representation
We represent clients during IRS audits, handling all communication and documentation requirements. Our services include preparing responses to audit notices, negotiating settlements, and ensuring proper application of tax laws to minimize liabilities while protecting client rights throughout the audit process.
Non-Filed Tax Returns
We assist clients in resolving unfiled tax returns by preparing and submitting overdue documents. Our process includes calculating tax liabilities, negotiating penalty abatements, and establishing payment plans to bring clients into compliance while minimizing potential legal consequences associated with delinquent filings.
People
Jeffery B. Bentley, CPA
CPA
Licensed CPA with Florida since 2004, practicing accounting for over 20 years. Graduated from University of Kentucky, worked in Tennessee and Memphis before establishing his Pensacola practice in 2015. Specializes in tax strategy and IRS compliance.
Stacy L. Bentley
Bookkeeper
20+ years of bookkeeping experience, providing financial record management and support services. Graduated from Crichton University with a psychology degree, applying organizational expertise to accounting operations and client documentation processes.
Questions
What accounting services do you offer?
We provide tax preparation, payroll processing, QuickBooks setup/training, IRS audit representation, bookkeeping, and tax problem resolution for individuals and businesses.
How can you help reduce my tax liability?
We implement strategic tax planning techniques including income deferral, deduction optimization, and entity structuring to legally minimize your tax obligations.
Do you offer remote accounting services?
Yes, we serve clients remotely across Florida with virtual consultations, secure document sharing, and online accounting software support.
What experience do you have with IRS audits?
Our CPA has over 20 years of experience handling IRS audits, representing clients in tax disputes, and resolving back tax issues with federal and state agencies.
Can you assist with QuickBooks setup for small businesses?
We specialize in QuickBooks installation, chart of accounts configuration, staff training, and ongoing data management to ensure accurate financial tracking.
