Business Details
Trusted Accounting Services in Sarasota
Suplee & Shea has been delivering personalized financial guidance to individuals and businesses in Sarasota for decades. Our expertise spans tax planning, accounting services, audits, and financial strategy, with a focus on minimizing liabilities and maximizing client success. We combine deep industry knowledge with a commitment to high standards, employing seasoned professionals who provide tailored solutions for evolving financial landscapes.Our dedication to transparency, client education, and community engagement has earned us long-term trust and repeat clientele. With services ranging from QuickBooks support to estate planning, we prioritize clear communication and proactive problem-solving to meet diverse financial needs.
Services
Tax Planning
Accounting Services
Advisory Services
Audits
Estate Planning
QuickBooks Help
IRS Representation
Entity Restructuring
Financial Statements
Payroll Processing
Highlights and features
- We offer decades of experience in Sarasota's financial landscape.
- Our team provides personalized tax planning and compliance solutions.
- We specialize in audits, QuickBooks support, and estate planning.
- Our CPA-certified professionals ensure adherence to industry standards.
- We prioritize transparent communication and client-focused service.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions, credits, and compliance with evolving tax laws. We analyze financial situations to create customized plans that align with long-term goals. Clients benefit from proactive advice to optimize cash flow and ensure regulatory adherence.
Accounting Services
We provide comprehensive accounting solutions, including bookkeeping, financial statement preparation, and payroll processing for startups and established businesses. Our team ensures accurate record-keeping and timely reporting to support informed decision-making. Services are tailored to improve efficiency and financial clarity for clients in diverse industries.
Audits
Our audit services offer high-level assurance through thorough examination of financial records and compliance with regulatory standards. We identify discrepancies, validate data accuracy, and provide actionable recommendations to enhance financial integrity. Clients receive detailed reports to strengthen stakeholder confidence and operational transparency.
QuickBooks Help
We assist businesses with QuickBooks setup, training, and optimization to streamline accounting processes. Our experts ensure proper configuration for accurate financial tracking and reporting. Clients gain efficiency through personalized guidance on software features and troubleshooting.
Estate Planning
Our estate planning services focus on minimizing tax burdens and ensuring smooth asset transfer through trusts, wills, and legal strategies. We work closely with clients to create plans that reflect their wishes and protect beneficiaries. Comprehensive tax analysis helps preserve wealth for future generations.
People
T. Raymond Suplee
Chairman of the Board
Certified Public Accountant since 1974 with expertise in individual and business taxation. Active in community service organizations and holds leadership roles in local foundations.
Norman J. Shea
President
Florida CPA since 1978 with four decades of experience in corporate taxation and business strategy. Serves on boards of multiple Sarasota-based foundations and community groups.
Thomas R. Cramer
Vice President
CPA specializing in financial accounting and audits. Supervises audit engagements and contributes to firm success through oversight of compilation and review processes.
Jay D. Miller
Managing Shareholder
Licensed Florida CPA since 2007 with expertise in tax compliance and planning. Mentors staff accountants and serves on professional boards including Gulf Coast Chapter of FICPA.
Candy L. Kessel
Treasurer
CPA with decades of experience in taxation of trusts, estates, and corporations. Provides accounting system setup guidance and mentors staff in tax compliance and planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning identifies deductions and credits to minimize liabilities while aligning with long-term financial goals.
Do you offer QuickBooks support?
Yes, we provide setup, training, and troubleshooting for QuickBooks to improve accounting efficiency.
What estate planning services are available?
We create strategies to minimize tax burdens and ensure smooth asset transfer through trusts and wills.
Are you experienced with IRS representation?
Our team has extensive experience representing clients during IRS audits and resolving tax disputes.
What industries do you specialize in?
We serve diverse sectors including agriculture, funeral homes, and Sarasota's local businesses.
