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Expert Accounting & Tax Solutions in Sarasota, FL
Pellegrino, McFarland & Tortora, P.A. has been committed to delivering comprehensive accounting and financial solutions to businesses and individuals in Sarasota, Florida, for over three decades. Our firm partners with independent businesses to provide planning solutions and outsourced CFO services, enabling clients to achieve peak profitability while maintaining compliance and operational efficiency. With a focus on personal financial planning, tax strategies, and QuickBooks expertise, we serve clients ranging from small business owners to executives and individuals seeking to safeguard their assets.Our core values of faith, accountability, integrity, and transparency guide every interaction, ensuring clients receive personalized support tailored to their unique needs. Backed by decades of local expertise, our team prioritizes responsiveness, returning all inquiries within 24 hours to resolve concerns promptly. Whether clients require retirement planning, forensic accounting, or software implementation, our dedication to excellence and stewardship positions us as a trusted partner in financial success.
Services
Tax Preparation
QuickBooks Setup
Retirement Planning
Payroll Services
Forensic Accounting
Estate Planning
Tax Problem Resolution
Part-Time CFO Services
Audit Services
QuickBooks Training
Highlights and features
- We offer 35+ years of localized accounting expertise in Sarasota.
- Our team provides outsourced CFO services for business profitability.
- We specialize in QuickBooks setup and training for streamlined operations.
- Our 24-hour response time ensures prompt resolution of client concerns.
- Our core values ensure transparent, ethical financial guidance.
What people say
Transform our business
Excellent staff
Professional and knowledgeable
Streamline accounting
Tax savings advice
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, maximizing deductions while ensuring adherence to federal and state regulations. Our team stays current with evolving tax codes to minimize liabilities and avoid penalties. Clients benefit from proactive planning to optimize annual filings and long-term savings.
QuickBooks Setup
Our experts configure QuickBooks software tailored to business needs, ensuring seamless accounting workflows from day one. We customize charts of accounts, integrate banking systems, and train teams for efficient usage. This service eliminates financial tracking errors and saves time for growing businesses.
Retirement Planning
We design personalized retirement strategies balancing asset protection and growth for individuals approaching retirement. Our plans incorporate tax-efficient distributions, estate considerations, and risk management. Clients gain clarity on achieving financial independence while minimizing retirement tax burdens.
Outsourced CFO Services
We provide strategic financial oversight for businesses requiring part-time executive expertise without full-time costs. Services include budgeting, cash flow analysis, and profitability optimization. Businesses gain access to seasoned advisors who identify growth opportunities and implement sustainable financial practices.
Forensic Accounting
Our specialists analyze complex financial records to detect fraud, assess damages, or support litigation matters. We present findings in clear, court-ready reports while maintaining strict confidentiality. Businesses and legal professionals rely on our meticulous approach to resolve financial disputes accurately.
People
Tom Pellegrino
Partner
With over 35 years serving Sarasota businesses, Tom specializes in tax strategy and CFO advisory, transforming client operations through cost-saving measures and compliance expertise.
Questions
How long does tax preparation typically take?
Most returns are completed within 7–10 business days after receiving client documentation. Urgent requests can be expedited upon consultation.
Do you offer QuickBooks support for remote teams?
Yes, we configure cloud-based QuickBooks systems and train distributed teams to manage accounting from any location securely.
Can you help with business tax audits?
Our team provides audit representation and prepares documentation to resolve IRS or state examinations efficiently with minimal client involvement.
What billing options are available?
We offer transparent project-based pricing or monthly retainer plans tailored to recurring service needs.
How do you handle urgent accounting issues?
Clients receive priority support for critical matters, with guaranteed response within 24 business hours to resolve emergencies promptly.
