Business Details
29 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Crawfordville, FL
Shepard Accounting & Tax Services is a full-service Certified Public Accounting firm established in 1997 and licensed in Florida. Our team of experienced CPAs specializes in tax planning, preparation, financial planning, and business advisory services for individuals and businesses. With over 25 years of combined experience, we prioritize personalized attention, leveraging our expertise to help clients navigate complex financial landscapes. Our commitment to excellence is reflected in our comprehensive services, including IRS audit representation, payroll processing, and business formation.We serve clients across industries such as construction, hospitality, law firms, and real estate, emphasizing transparency, compliance, and client education. Rooted in Crawfordville, Florida, we combine local market knowledge with professional rigor to deliver tailored solutions that foster long-term financial success.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
Business Accounting
IRS Audit Representation
New Business Formation
Details
- Year established: 1997
Highlights and features
- We have over 25 years of combined experience in accounting and tax services.
- Our team includes licensed Florida CPAs with industry-specific expertise.
- We offer personalized attention and tailored financial strategies for every client.
- Our services span tax planning, payroll, bookkeeping, and IRS audit representation.
- We prioritize transparency, compliance, and long-term client relationships.
Associations and certifications
- Florida Institute of Certified Public Accountants
What people say
Well-regarded firm
Personal and professional attention
Professional and responsive
Quality service
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our CPAs identify deductions and credits to minimize liabilities while offering strategic planning to optimize financial outcomes. Clients benefit from accurate filings and proactive advice tailored to their unique needs.
Bookkeeping Services
Our bookkeeping services include accounts payable/receivable management, bank reconciliations, and payroll tax forms. We streamline financial processes using modern technology, enabling businesses to focus on growth. Clients receive clean, organized records and timely reporting for informed decision-making.
Payroll Processing
We handle payroll tax compliance, direct deposits, and W-2/1099 processing, ensuring adherence to evolving regulations. Our services reduce administrative burdens, allowing businesses to avoid penalties and allocate time to core operations. Clients gain peace of mind with accurate, year-round payroll support.
Financial Planning
We develop personalized financial plans to help individuals achieve retirement goals, manage investments, and minimize tax impacts. Services include risk assessment, Roth IRA conversions, and estate planning strategies. Clients receive actionable roadmaps aligned with long-term objectives and life changes.
IRS Audit Representation
We represent clients during IRS audits, offering expert guidance to resolve back taxes, liens, and wage garnishments. Our team negotiates payment plans and compromises to reduce liabilities. Clients benefit from proactive defense and compliance solutions to mitigate financial stress.
People
Lorra L. Phillips
C.P.A.
Lorra Phillips, a Florida-licensed CPA since 1994, specializes in tax planning, audits, and business advisory. A Florida State University graduate, she founded Shepard Accounting in 1997 after roles with the State Auditor General and a local firm. She focuses on client-centric solutions and community engagement.
Jessica S. Revell
C.P.A.
Jessica Revell, a Florida CPA since 2013, joined Shepard Accounting in 1997. She specializes in tax strategy, audits, and business formation. Active in Wakulla County governance and economic development, she received the 2020 Emerging Business Woman of the Year award for her community leadership and client advocacy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax compliance, financial planning, and business advisory services tailored to small businesses.
Do you handle IRS audit representation?
Yes, we offer expert IRS audit defense, including resolving liens, garnishments, and payment plans.
Are your CPAs licensed in Florida?
All our CPAs hold valid Florida State CPA certifications.
How can financial planning benefit my business?
Our planning services optimize cash flow, reduce tax liabilities, and support strategic growth through data-driven insights.
What industries do you specialize in?
We serve construction, hospitality, law firms, manufacturers, and real estate clients with industry-specific expertise.
