What to Look For (Checklist)

Credentials: EA/CPA with cases like yours
Planning-first: Deduction/credit strategy, not just forms
Transparent pricing: Clear packages and scope
Responsiveness: Response times during peak season

Technology: Secure portal, e-sign, integrations
IRS support: Notices, audits, and payment plans
Local knowledge: Florida & Pinellas rules
Reviews: Success stories from similar clients

Services That Actually Save You Money

Real savings come from year-round planning, clean books, and smart entity choices. Explore: Tax Preparation, Accounting & Bookkeeping, QuickBooks Cleanup, Controller/CFO, and IRS Representation.

Who We Help in St. Pete

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 St. Petersburg Process

Discovery (30 min): Goals, year-over-year changes, and risks
Plan: Entity choice, estimates, credits/deductions, and cash flow
Implement: Clean bookkeeping, payroll/benefits, policies
File & defend: E-file and IRS representation if notices arise
Monitor: Monthly closes, KPIs, and quarterly optimizations

FAQs

EA vs. CPA — which do I need?

Both can file and represent you. An EA specializes in federal taxes and the IRS; a CPA covers broader accounting. The key is experience with your case.

Do you offer fixed pricing?

Yes. Packages by complexity and volume (bookkeeping + tax with optional CFO) with full transparency.

Can you work 100% remotely?

Yes. Secure portal, e-signature, and video meetings; in-person support also available in St. Pete.

Do you help with IRS letters?

Absolutely. We file a POA, speak with the IRS, and manage payment plans, penalty abatement, or OIC if eligible.

Ready to Talk with a St. Pete Tax Expert?

Schedule Consultation

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

How to Find the Best Tax Expert in St. Petersburg, FL