Managing taxes while running a business or rental portfolio is tough. A local tax accountant in Sarasota, FL brings year-round planning, accurate prep, and IRS support—so you save time, cut taxes, and stay compliant. We help individuals, landlords, and small businesses across Sarasota with Tax Preparation, Bookkeeping, Controller/CFO, and IRS Representation.

Ways We Simplify Your Finances

Tax Prep & Planning: Proactive strategies, entity reviews, quarterly estimates.
Bookkeeping: Clean monthly closes, reconciliations, financial statements.
Payroll: Setup, filings, year-end W-2/1099 compliance.

Real Estate: STR/LTR rules, depreciation, 1031 timelines, cost seg coordination.
S-Corps: Reasonable compensation, distributions, health & retirement.
IRS Help: Notices, payment plans, penalty relief, audit representation.

Why a Sarasota-Based Accountant Matters

Local expertise with tourist development tax for short-term rentals, tangible personal property filings, and county/city licensing ensures you remain fully compliant with all regulations. Our team diligently coordinates all important deadlines across both Sarasota and Manatee counties to guarantee there are no unexpected issues or surprises. We provide seamless management so you can focus on your rental business with peace of mind.

Who Benefits Most

Small businesses & LLCs: QBI, sales tax, payroll, multi-channel bookkeeping.
Real estate investors: STR/LTR, passive vs. non-passive, basis tracking.
Gig & creators: 1099-K/NEC, home office, estimated taxes.
Retirees & relocations: RMD planning, part-year moves, Medicare IRMAA awareness.

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FAQs

EA vs CPA—what’s the difference?

An Enrolled Agent (EA) is a highly trained professional who holds a federal license specifically focused on taxation and IRS representation, making them exceptionally skilled experts in handling complex tax-related issues and directly communicating with the Internal Revenue Service on behalf of their clients. On the other hand, a Certified Public Accountant (CPA) possesses a broader range of accounting expertise that encompasses auditing, financial planning, consulting, and taxation, offering a more comprehensive and well-rounded approach to various financial matters. Our dedicated and experienced team proudly integrates the specialized knowledge and capabilities of both EAs and CPAs, providing thorough, reliable support and expert guidance to effectively manage all your financial and tax-related needs with the highest level of efficiency, accuracy, and professionalism.

Do you offer flat or monthly pricing?

Absolutely—our transparent and straightforward packages have been thoughtfully and meticulously designed with exceptional care and attention to detail, specifically tailored for tax preparation, bookkeeping, and Controller/CFO services. Each of these comprehensive and all-inclusive packages comes with a clearly defined and thoroughly detailed scope of work, ensuring that every essential aspect and responsibility is completely covered and addressed with precision and accuracy. These carefully crafted service offerings guarantee total clarity and provide a comprehensive understanding of the services being delivered, effectively eliminating any potential confusion, misunderstandings, or hidden fees that might otherwise arise at any point throughout the entire process or engagement. This clear, upfront, and honest approach ensures that clients feel confident, secure, and well-informed at every stage, fostering a strong sense of trust, transparency, and reliability in our ongoing professional relationship and collaboration.

Can you work fully remote?

Absolutely. We provide a highly secure and incredibly reliable portal for all your transactions, meticulously and thoughtfully designed to safeguard your sensitive information at every single stage of the entire process. This advanced, intuitive portal features seamless e-signature capabilities, enabling you to complete all necessary documents quickly, efficiently, and entirely without any hassle or complications, ultimately saving you valuable time and effort. To further improve communication and ensure complete clarity throughout your experience, we also offer interactive video meetings, allowing you to discuss any details directly face-to-face with our knowledgeable, friendly, and experienced team members. Additionally, for your utmost convenience and to better accommodate your unique preferences and individual requirements, we provide local visits by appointment, delivering a personalized, attentive, and tailored approach to our comprehensive and client-focused service.

Ready to Simplify Your Finances?