Why St. Pete Clients Choose Us

Credentials: EA/CPA with experience in your industry
Planning first: Strategies to reduce taxes, not just fill forms
Transparent pricing: Clear packages before we begin
Responsiveness: SLA during peak season and a secure portal

IRS help: Notices, audits, payment plans, and OIC
Bookkeeping: QuickBooks cleanup, monthly closes, and KPIs
Local expertise: Florida and Pinellas rules
Bilingual: Service in English and Spanish

Core EA/CPA Services

Explore: Tax Preparation, IRS Representation, Accounting & Bookkeeping, QuickBooks Cleanup, and Outsourced Controller/CFO.

Who We Help in Pinellas County

LLCs & S-Corps: QBI, reasonable compensation, payroll & distributions
Contractors & trades: Job costing, W-9/1099, sales & use tax
Real estate: STR/LTR, depreciation, cost seg, 1031
E-commerce & retail: Inventory, marketplace reports, nexus
Professionals & retirees: Estimated taxes, RMDs, HSAs, credits

Our EA/CPA Process

Discovery (30 min): Goals, year-over-year changes, and risks
Plan: Deductions/credits, entity choice, quarterly estimates
Implement: Clean bookkeeping, policies & controls, payroll/benefits
File & defend: E-file + IRS representation if notices arise
Monitor: Monthly closes, KPIs, and tax adjustments

Note: Florida has no state income tax; most matters are federal (IRS).

FAQs

EA vs. CPA — which do I need?

Both professionals are fully qualified and authorized to file your taxes accurately and to represent you effectively in all relevant tax matters. An Enrolled Agent (EA) focuses primarily on federal tax issues and interactions with the IRS, bringing specialized and in-depth knowledge specifically in this area of taxation. In contrast, a Certified Public Accountant (CPA) offers a much broader range of accounting and financial services that extend well beyond just tax preparation, including areas such as financial planning, auditing, business consulting, and strategic financial advice. The most important consideration when deciding between these two professionals is to evaluate their specific experience and expertise as it relates directly to your unique financial situation and particular tax needs, ensuring you receive the most suitable and knowledgeable assistance possible.

Do you work remotely or in person?

We offer both options to fully accommodate your unique needs and preferences. Our comprehensive services include a highly secure online portal designed to protect your information, convenient e-signature capabilities for seamless document handling, and the ability to hold video meetings that provide flexible and efficient communication from anywhere. Additionally, if you prefer a more personal touch and face-to-face interaction, we also provide in-person appointments at our welcoming location right here in St. Pete, ensuring you have the choice that best suits your comfort and convenience.

Do you offer flat pricing?

Yes. We provide a variety of packages that are thoughtfully categorized according to their complexity, covering everything from basic forms and essential business services to more intricate multi-state filings. Each package is presented with full transparency to guarantee you have a clear understanding of what is offered. You can expect comprehensive and detailed information about every package option, which is designed to ensure you know exactly what is included and how each service aligns perfectly with your specific requirements and business goals.

Can you help with IRS letters or audits?

Yes, we handle the filing of a Power of Attorney (POA) on your behalf by using Form 2848, allowing us to act as your authorized representative. We take care of all communications directly with the IRS, representing your interests professionally and efficiently. Our services include managing every aspect of your tax concerns, such as arranging payment plans tailored to your financial situation, requesting relief from penalties when applicable, and negotiating an Offer in Compromise (OIC) to effectively resolve and settle your outstanding tax debts.

Ready to Work with an EA/CPA in St. Petersburg?

Schedule Consultation

Nearby: St. Petersburg • St. Pete Beach • Gulfport • Seminole • Largo • Clearwater • Pinellas Park

Enrolled Agent & CPA Services in St. Petersburg, FL