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 types of professionals are fully qualified to file your taxes and provide effective representation on your behalf. An Enrolled Agent (EA) is a tax specialist who focuses exclusively on federal tax issues and has the authority to represent taxpayers directly before the IRS, bringing a deep and specialized knowledge in this specific area. Conversely, a Certified Public Accountant (CPA) offers a wider range of expertise that encompasses not only tax preparation and planning but also accounting, auditing, and comprehensive financial advisory services. When deciding between the two, the key factor to prioritize is their experience and track record with cases similar to yours, as this ensures you receive the highest level of knowledgeable and effective representation tailored to your individual tax situation.
Do you offer fixed pricing?
Yes. We provide a range of comprehensive packages that are carefully categorized based on the complexity and volume of the services required. These packages cover essential bookkeeping and tax services, and we also offer an optional CFO service that can be included to meet more advanced financial management needs. Our approach is designed to guarantee complete transparency throughout the entire process, ensuring that you are fully informed at every stage. This way, you always know exactly what services you are receiving and how each component is priced, giving you peace of mind and clarity in your financial planning.
Can you work 100% remotely?
Yes. We provide a highly secure portal designed specifically for your convenience, ensuring that all your information is protected at every step. Along with this, we offer advanced e-signature capabilities that make signing documents quick and easy from anywhere. To further accommodate your needs, we also facilitate video meetings, allowing you to connect with us remotely without any hassle. Additionally, for those who value personal interaction, we offer in-person support at our office located in St. Pete, where you can meet with our team face-to-face to discuss your requirements in detail.
Do you help with IRS letters?
Absolutely. We take full responsibility for filing a Power of Attorney (POA) on your behalf, ensuring all necessary documentation is accurately completed and submitted. We also communicate directly and efficiently with the IRS to address and resolve your specific concerns. Our team expertly manages the entire process of setting up payment plans tailored to your financial situation. Additionally, we work diligently and persistently to secure penalty abatements or negotiate an Offer in Compromise (OIC) when you qualify for these beneficial options, aiming to ease your tax burden effectively.
Ready to Talk with a St. Pete Tax Expert?
Nearby: St. Petersburg • St. Pete Beach • Gulfport • Seminole • Largo • Clearwater • Pinellas Park
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