Start making the most of your money.
Working in Partnership for Financial Success
Sunpointe Accounting & Tax LLC is a trusted accounting and tax preparation firm serving individuals and small businesses in the New Port Richey area. We specialize in providing personalized financial guidance and support to help you achieve your financial goals. With a team of experienced professionals and a commitment to exceptional service, we are dedicated to empowering clients to make informed financial decisions.
Our Expertise
Our services cover a diverse range of financial areas, including:
Individual Tax Services
- Comprehensive tax return preparation and filing
- Tax planning and optimization strategies
- Representation before the IRS
- Estate and inheritance planning
Small Business Services
- Outsourced bookkeeping through QuickBooks Online
- Financial statement preparation
- Business consulting and planning
- Tax compliance and planning for corporations
Tax & Financial Planning
- Financial calculators to aid in budgeting, financial planning, and loan payments
- Personalized newsletters offering insights on tax and financial topics
- Access to secure online document uploading and file sharing
Client-Focused Approach
We prioritize open communication and transparency throughout the process, ensuring your complete understanding of your financial situation and the strategies we implement. Our services are tailored to your unique needs and goals, with competitive rates and flexible payment options.
Our Team
Led by experienced professionals including a Certified Public Accountant (CPA) and a Bookkeeping Manager, our team stays updated on the latest tax laws and financial planning techniques through ongoing professional development. We are committed to providing personalized attention, guidance, and support throughout your financial journey.
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