Business Details
33 Years
experience
Trusted Accounting & Tax Services in Melbourne, FL
Bloom CPAs & Advisors has been delivering quality accounting and advisory services with integrity since 1993. Our firm specializes in serving small to medium-sized businesses, individuals, and estates, combining deep expertise with personalized attention. In 2023, we strengthened our capabilities through a merger with SMB Accounting and Consulting, creating a more comprehensive financial services team. All work is completed in-house at our Melbourne, Florida headquarters by dedicated professionals committed to excellence. We provide tax compliance, planning, government contracting support, and strategic advisory services tailored to each client's unique needs. Our team includes certified public accountants, tax specialists, and experienced advisors focused on simplifying complex financial matters.We pride ourselves on proactive solutions that save clients time and money while fostering business growth and financial security. Our expertise extends to QuickBooks setup, DCAA audit support, payroll processing, and internal controls development. Clients benefit from our local market knowledge and national service reach, supported by a culture of transparency and client-centric service. With decades of combined experience, we maintain rigorous professional standards and stay current with evolving tax regulations to deliver reliable, forward-thinking guidance.
Services
Tax Preparation
Bookkeeping
Government Contract Accounting
Tax Planning
Payroll Processing
QuickBooks Support
Estate Tax Filings
Internal Audit Services
Business Advisory
Sales Tax Compliance
Details
- Year established: 1993
Highlights and features
- We complete all work in-house with Florida-based professionals
- Our merged team offers expanded government contracting expertise
- Specialists in DCAA audit support and federal acquisition regulations
- Proactive tax planning saves clients time and money annually
- Free initial consultation for all new business engagements
What people say
Depth of knowledge
Proactive approach
Saved time
Saved money
Focus on business
Services
Tax Preparation
We provide comprehensive tax preparation services for businesses and individuals, including income tax returns, trust and estate filings, and sales tax submissions. Our certified professionals ensure compliance with federal, state, and local regulations while optimizing tax-saving opportunities. Clients receive personalized guidance through the entire tax process from document collection to filing completion.
Government Contract Accounting
Specialized accounting services for government contractors include DCAA audit preparation, FAR compliance, and incurred cost submission. We implement compliant accounting systems and internal controls to meet federal requirements. Our team assists with contract closeouts, cost allowability analysis, and financial reporting tailored to government contracting standards.
Bookkeeping
Monthly and quarterly bookkeeping services maintain accurate financial records through accounts payable/receivable management, bank reconciliations, and financial statement preparation. We offer QuickBooks setup, training, and data cleanup to streamline accounting processes. Real-time financial reporting helps businesses monitor cash flow and make informed decisions.
Tax Planning
Proactive tax planning services identify year-round savings opportunities through entity structure optimization, deduction maximization, and compliance strategies. We analyze business operations to reduce tax liabilities while maintaining regulatory compliance. Personalized tax projections help individuals and businesses plan for quarterly payments and long-term financial goals.
Payroll Processing
Full-service payroll processing includes wage calculations, tax withholding, and regulatory filings. We manage payroll tax deposits, year-end reporting, and compliance with federal/state labor laws. Integrated systems ensure accurate payments and tax filings while reducing administrative burdens for business owners.
People
Erik Bloom
Partner, Tax Compliance & Planning
Erik Bloom, CPA, leads tax compliance and planning services with 25+ years of experience in individual and corporate tax strategies. He specializes in minimizing tax liabilities through proactive planning and regulatory compliance.
Shannon Bloom
CPA, CFE Partner, Client Services
Shannon Bloom, CPA and Certified Fraud Examiner, oversees client services with expertise in forensic accounting and fraud prevention. She ensures high-quality service delivery while maintaining strict ethical and professional standards.
Jeffrey Maniff
Tax & Accounting Manager
Jeffrey Maniff manages tax and accounting operations, specializing in business entity taxation and financial reporting. With 15 years in public accounting, he provides technical expertise for complex tax compliance matters.
Beverly Douglas
Payroll & Tax Specialist
Beverly Douglas specializes in payroll tax compliance and sales tax filings. She ensures accurate reporting for multi-jurisdictional clients while providing practical solutions for state and local tax requirements.
Kathleen Roden
Senior Staff Accountant
Kathleen Roden, Enrolled Agent, handles individual tax preparation and representation. She focuses on resolving IRS and state tax issues while providing clear explanations of tax implications for personal financial decisions.
Questions
What accounting services do you offer for government contractors?
We provide DCAA audit support, FAR compliance, incurred cost submissions, and compliant accounting system setup specifically for government contractors.
Are you accepting new clients in 2024?
Yes, we welcome new clients and offer a free initial consultation to discuss your specific accounting and tax needs.
Do you handle both business and personal tax preparation?
Yes, we prepare business entity tax returns, individual income taxes, and estate/trust tax filings for clients nationwide.
What areas do you serve?
While based in Melbourne, Florida, we serve clients locally, regionally across the Southeast, and nationally through virtual consultations.
How do you handle QuickBooks support?
We offer QuickBooks setup, training, data cleanup, and ongoing support to ensure accurate financial record-keeping for small businesses.
What sets you apart from other accounting firms?
Our merged expertise with SMB Accounting provides expanded government contracting support combined with personalized service from Florida-based CPAs.
