Business Details
28 Years
experience
Expert Tax & Accounting Services in Clearwater
Founded in 1998, our firm has dedicated over 25 years to delivering comprehensive accounting and tax solutions to individuals and businesses. Our team combines deep technical expertise with personalized service, having saved clients more than $5.4 million through strategic tax planning. As a locally rooted practice, we prioritize community engagement while maintaining national standards of excellence through federal licensing and professional affiliations.Our Enrolled Agent designation grants unlimited representation rights before the IRS, ensuring robust advocacy for clients facing audits or collections. We offer year-round services including business startup counseling, entity selection, payroll management, and tax advisory, complemented by free prior-year return reviews to maximize long-term savings.
Services
Tax Preparation
Payroll Services
Business Startup Counseling
Entity Selection
IRS Audit Representation
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of combined experience in tax and accounting services.
- Our Enrolled Agent certification provides unlimited IRS representation rights.
- We conduct free reviews of prior-year tax returns prepared by other professionals.
- Our team maintains active involvement in local community organizations.
- We specialize in business startup counseling and entity structure optimization.
Associations and certifications
- Enrolled Agent (IRS)
- National Association of Tax Professionals
- National Association of Enrolled Agents
Services
Tax Preparation
We prepare individual and business tax returns with expertise in complex scenarios. Our process includes document review, liability minimization strategies, and compliance checks. Clients receive personalized guidance to optimize deductions and credits while ensuring accurate reporting for corporations, partnerships, and LLCs.
Payroll Services
Our payroll solutions handle tax calculations, quarterly filings, and annual reporting for businesses. We manage bi-weekly, semi-monthly, and monthly cycles with automated deductions and compliance monitoring. Services include W-2/1099 preparation and state/federal tax remittance to maintain regulatory compliance.
Business Startup Counseling
We provide strategic advice for new businesses including bookkeeping systems and operational structure. Our counseling covers regulatory requirements, tax implications, and financial planning. Clients receive tailored recommendations for sustainable growth and compliance from formation through initial operations.
Entity Selection
We analyze tax consequences and benefits of different business entities. Our consultation covers corporations, LLCs, and partnerships with documentation for optimal structure. We handle all necessary filings to establish chosen entities while explaining long-term financial implications for informed decision-making.
IRS Audit Representation
Our Enrolled Agent-certified professionals represent clients during IRS audits and collections. We provide strategic advocacy through document preparation, negotiation, and compliance resolution. Services include audit response development and representation at administrative levels to achieve favorable outcomes for taxpayers.
People
Robert "Bob" Ferraro
Principal Accountant
Enrolled Agent with 30+ years of experience. Former corporate banking executive. Active in local community organizations. Holds MBA from Pepperdine University. Specializes in tax strategy and IRS representation.
Brenda Dixon Buie
Tax Preparer
30-year tax preparation veteran. Former Jackson Hewitt professional. Community church leader. Served as Florida State Past President for Ladies Missionary. Passed away February 17, 2023 after 20 years with the firm.
Questions
What accounting services do you offer?
We provide tax preparation, payroll processing, business startup counseling, entity selection, IRS audit representation, and tax advisory services for individuals and businesses.
What makes an Enrolled Agent different from other accountants?
Enrolled Agents hold the highest IRS credential with unlimited representation rights. They specialize exclusively in taxation, unlike CPAs who have broader accounting expertise but limited IRS authority.
Can you help with business formation decisions?
Yes, we analyze tax implications of different business structures and help choose optimal entities like LLCs, corporations, or partnerships based on your specific financial situation.
Do you offer payroll tax services?
We handle complete payroll tax cycles including calculations, quarterly filings, and annual reporting for businesses of all sizes with automated payment options available.
What should I bring for tax preparation?
Visit our resource page for required documents. Generally, we need income statements, deduction records, and prior-year returns. We'll guide you through specific requirements during consultation.
How do you handle IRS audit situations?
Our Enrolled Agent represents clients throughout the audit process. We prepare documentation, negotiate with agents, and ensure proper tax code application to achieve the best possible resolution.
