Business Details
10 Years
experience
Trusted Tax & Accounting Services in Palm Coast
At Convery Tax & Accounting, we specialize in delivering comprehensive financial solutions tailored to the unique needs of small business owners and individuals. With a dedicated team of CPAs and tax professionals, we handle over 2,000 tax returns annually, offering expertise in tax preparation, strategic tax planning, and streamlined bookkeeping services. Our firm was founded in 2016 by Jonathan Convery, a licensed CPA with extensive experience in public accounting and financial management, and has since grown into a team of 12 professionals committed to continuous improvement in client service.We prioritize simplicity, client-centric communication, and ethical practices, ensuring our clients receive accurate filings, maximized deductions, and actionable financial strategies. Our tax planning services have delivered annual savings averaging $18,733 for business clients, with record savings of $452,000 for a single client. Located in Palm Coast, Florida, we serve clients nationwide, combining local expertise with national capabilities in both individual and business tax matters.
Services
Tax Preparation
Tax Planning
Bookkeeping
CFO Services
Payroll Management
Details
- Year established: 2016
Highlights and features
- We process 2,000+ tax returns annually with specialized expertise in multi-state filings.
- Our tax planning strategies have saved clients up to $452,000 in a single year.
- Family-owned firm combining local knowledge with nationwide service capabilities.
- Dedicated CPAs with decades of combined experience in public accounting and finance.
- Simplified accounting process using proprietary methodologies for clearer financial insights.
What people say
Extremely knowledgeable
Friendly staff
Timely and professional
Lifelong tools
Best in town
Services
Tax Preparation
Our Tax Preparation division handles over 2,000 returns annually, serving individuals and businesses with expertise in W2 filings, multi-state returns, and complex business tax forms like 1065s and 1120S. We ensure accurate filings while maximizing deductions and credits. Clients benefit from nationwide filing capabilities and clear explanations of tax liabilities.
Tax Planning
Specialized Tax Planning services identify financial opportunities to reduce liabilities, with average annual savings of $18,733 for businesses. Our strategies provide long-term tools for continual savings, including a record $452,000 single-client saving. We offer free 15-minute consultations to develop personalized plans aligned with client goals.
Bookkeeping/CFO
Bookkeeping and CFO services simplify financial operations for small businesses using our proprietary SIMPLE accounting process. We deliver accurate reporting, cash flow analysis, and growth-focused strategies while allowing owners to concentrate on core business activities. Training and full CFO outsourcing options are available.
People
Jonathan Convery
CPA
Founder with CPA licenses in New Jersey and Florida, 15+ years of experience in public accounting and financial management, established firm in 2016.
Sara Bailey
Tax Manager
CPA and Tax Manager since 2018, specializes in individual and business tax solutions with expertise in IRS compliance and client education.
Ted Geppner
CPA
35+ years in public accounting and tax planning, serves small to mid-sized businesses with domestic and international experience.
Sterling Young
CPA
Tax division specialist since 2021, reviews complex returns and assists small business owners with accounting needs.
Tanya Andersen
Senior Accountant
15+ years in accounting, manages payroll filings and provides bookkeeping services for small business clients.
Questions
What tax services do you offer for businesses?
We handle business tax returns including 1065s, 1120S, 1120C, and 1120H with focus on maximizing deductions and aligning returns with financial records.
Can you file taxes in all states?
Yes, we have nationwide capabilities and can file returns in every U.S. state without exception.
How does your tax planning save money?
Our strategies identify opportunities for savings averaging $18,733 annually for businesses through proactive planning and long-term financial tools.
What bookkeeping solutions are available?
We offer full-service bookkeeping, CFO support, and training using our SIMPLE accounting process for clearer financial insights.
Are consultations free?
Yes, we provide complimentary 15-minute consultations for tax planning and service evaluations.
