Business Details
24 Years
experience
Your Trusted Accounting Partner in Belleair Bluffs, FL
Bankes Planning Associates was founded in Pinellas County, FL to provide tailored accounting, tax, and advisory services to corporations, small businesses, and individuals. Recognizing that each client has unique financial goals, we customize our approach to meet specific needs while delivering industry-specific solutions for healthcare professionals, law firms, real estate businesses, and more. With over 33 years of experience as a Certified Public Accountant, James Bankes leads our team in offering trusted financial guidance to help clients manage cash flow, plan for the future, and achieve sustainable growth. Our firm combines deep technical expertise with personalized service to address complex accounting challenges, minimize tax liabilities, and maximize wealth.We maintain affiliations with professional organizations including the American Institute of Certified Public Accountants and the Institute of Dental CPAs. Our commitment to client satisfaction is reflected in our free introductory consultation and secure digital tools for file sharing and payments. Located at 2811 W. Bay Drive in Belleair Bluffs, FL, we serve clients across Florida and 15 additional states. Our team works closely with charitable organizations in the Tampa Bay area while maintaining licensing in securities and insurance across multiple jurisdictions. We invite prospective clients to request a free consultation to explore how our services can support their financial objectives.
Services
Small Business Accounting
Tax Preparation
Cryptocurrency Tax Services
IRS Tax Problem Resolution
Wealth Management
CFO Services
QuickBooks Support
Business Incorporation
Tax Planning
Financial Advisory
Details
- Year established: 2002
Highlights and features
- We provide personalized accounting solutions tailored to your specific industry needs
- Our CPA has 33 years of experience serving diverse business sectors
- We offer free introductory consultations with no obligation
- We combine technical expertise with strategic financial guidance
- Our secure digital tools streamline document sharing and payments
Associations and certifications
- Certified Public Accountant
- American Institute of Certified Public Accountants
- Institute of Dental CPAs
Services
Small Business Accounting
Comprehensive accounting solutions for small and mid-sized businesses including financial reporting, payroll processing, and cash flow management. Our services help businesses maintain accurate records while optimizing financial operations. We tailor our approach to meet specific industry requirements for long-term financial health.
Tax Preparation
Accurate business and individual tax preparation with timely filing of federal, state, and local returns. We ensure compliance while identifying legitimate deductions to minimize tax liabilities. Our expertise covers complex tax situations including multi-state filings and specialized industry requirements.
Wealth Management
Strategic wealth management services combining investment advisory, retirement planning, and estate strategies. We help clients build and preserve wealth through personalized financial roadmaps aligned with long-term objectives. Our approach integrates tax-efficient strategies and risk management principles.
IRS Tax Problem Resolution
Specialized representation for resolving IRS and state tax issues including audits, liens, and payment plans. We negotiate with tax authorities to achieve favorable settlements while ensuring compliance. Our team handles complex tax disputes with documented support and strategic advocacy.
Business Incorporation
Guidance through business formation including entity selection, registration, and accounting system setup. We help entrepreneurs establish proper legal structures while implementing financial systems for success. Services include ongoing advisory support for new business operations.
People
James A. Bankes
Owner/CPA
Certified Public Accountant with 33 years of experience serving businesses across healthcare, law, real estate, and professional services sectors. Graduated from Rowan University with accounting degree and maintains securities licensing in multiple states.
Patti Bankes
Director of Public Relations
Director of Public Relations with 18 years of sales and marketing experience managing client relationships and coordinating firm resources. Serves as primary client liaison while supporting community charitable organizations in Tampa Bay.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial reporting, payroll processing, and cash flow management tailored to your industry needs.
Do you handle complex tax situations for professionals?
Yes, we specialize in tax planning and preparation for healthcare providers, attorneys, real estate professionals, and other specialized industries with complex financial structures.
Can you help with IRS tax problems?
Our firm offers IRS tax problem resolution services including audit representation, lien negotiation, and installment agreement arrangements to resolve tax disputes effectively.
Is there a free consultation available?
Yes, we provide complimentary introductory consultations with no obligation to discuss your accounting, tax, or financial planning needs.
How do you handle secure document sharing?
We use encrypted file transfer technology for secure document sharing, ensuring client data protection during tax and accounting processes.
Do you serve clients outside Florida?
While based in Florida, we serve clients across 15 additional states through our virtual services and multi-state licensing capabilities.
