CPA & Accounting Services in Tampa
Local CPAs, tax experts and accountants proudly serving entrepreneurs, healthcare providers, real estate investors, hospitality and growing businesses.
Our Tampa Accounting & Advisory Services
Our accounting and advisory services are designed to support the financial success of local businesses, entrepreneurs, and individuals throughout the area.
Our team of trusted CPA's provide comprehensive accounting services, tax preparation, strategic tax planning, and fractional CFO services in Tampa delivering timely insights, compliance support, and forward-looking financial guidance tailored to Florida’s evolving business landscape.
Our accounting and bookkeeping services provide businesses with accurate financial reporting, organized records, and real-time insights helping Tampa, FL companies streamline operations, maintain Florida compliance, and make smarter financial decisions year-round.
Designed to minimize liabilities and maximize efficiency, tax preparation and planning services help Tampa businesses and individuals navigate Florida and federal tax requirements while implementing proactive strategies for long-term financial success.
Strategic CFO advisory and IRS audit representation services provide Tampa businesses with forward-looking financial leadership, risk mitigation, and experienced support navigating IRS examinations while maintaining full federal and Florida compliance.
Why Tampa Locals & Businesses Choose Us
We’re not just accountants, we’re your partners in success. Our firm combines modern technology with the integrity and personal touch of a traditional CPA. From day one, we focus on timely, accurate, reliable and most importantly responsive services.
Deep Understanding of Florida Tax Laws
Tampa businesses benefit from our strong knowledge of Florida tax regulations, sales and use tax rules, and state compliance considerations helping ensure accurate filings and optimized financial outcomes.
Multi-state Compliance
For companies operating beyond Florida, our Tampa CPA team provides seamless multi-state tax compliance, helping businesses manage nexus exposure, complex filings, and cross-state financial obligations.
Support for Tampa Bay's Growth Industries
We deliver specialized accounting and advisory services to Tampa’s key industries including healthcare, real estate, construction, financial services, logistics, and technology.
Remote & Local Accessibility
Whether meeting virtually or supporting clients across Tampa, St. Petersburg, Clearwater, Brandon, and the broader Tampa Bay region, our team offers flexible accounting and tax services backed by modern, cloud-based convenience.
The Tampa Team
Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Florida community.
Kali Dolan
Senior Accountant
George Hana, EA
Senior Tax Consultant
Rosana Morris
Accountant
Jessica Sanchez
Administrative Assistant
Vanessa Sanchez
Administrative Assistant
Healthcare & Medical Practices
Tampa healthcare providers and medical groups trust our team to manage financial reporting, physician compensation modeling, and regulatory filings, including Forms 1120-S, 1065, W-2 reporting, and Florida compliance requirements.
Real Estate & Developers
Hospitality & Franchise Businesses
Tampa restaurants, hospitality groups, and franchise operators depend on our team for sales tax compliance, multi-location accounting, payroll reporting, and profitability analysis tailored to high-volume operations.
Construction & Enigneering
Tampa construction and engineering firms depend on our expertise for job costing, percentage-of-completion revenue recognition, and WIP schedule reporting, supported by Forms 1120-S, 1065, 941 payroll returns, and contractor 1099 compliance.
Financial Services & Professional Firms
We support Tampa financial advisors, insurance agencies, and professional service firms with partner compensation structuring, regulatory-ready financials, and tax filings such as Forms 1065, K-1 reporting, and quarterly estimates.
Logistics & Distribution
As a growing Gulf Coast logistics hub, Tampa transportation and distribution companies rely on us for fuel tax reporting, IFTA filings, Form 2290, and multi-state income tax compliance.
Technology & Emerging Businesses
From early-stage startups to scaling tech firms, Tampa businesses rely on our guidance for entity elections, R&D tax credit studies (Form 6765), and outsourced accounting to support sustainable growth.
Our Office
Address:
615 Channelside Dr
Suite 207
Tampa, FL 33602
Whether you have questions about tax planning, bookkeeping, or financial management, we welcome the opportunity to discuss how our expertise can support your financial goals and business success.
Office Hours:
Monday - Friday
8:00am - 5:00pm
Frequently Asked Questions
Yes, we support businesses, startups, and individuals throughout Tampa, St. Petersburg, Clearwater, Brandon, Riverview, and surrounding Florida communities.
Absolutely, our team helps clients navigate Florida sales and use tax rules, state compliance requirements, and federal tax obligations impacting businesses operating in Florida.
Yes, we provide secure, cloud-based bookkeeping, tax, and fractional CFO advisory services for clients throughout the Tampa Bay region.
We proudly serve clients across Tampa and nearby communities including St. Petersburg, Clearwater, Brandon, Riverview, and the greater Gulf Coast region.
Let’s Build Your Financial Future, Together
From innovative accounting solutions to strategic legacy planning, we’re here to support every chapter of your business.
Serving Clients Coast to Coast
Serving Clients Coast to Coast
Serving Clients Coast to Coast
Serving Clients Coast to Coast
Serving Clients Coast to Coast
Serving Clients Coast to Coast
Serving Clients Coast to Coast