Business Details
10 Years
experience
Your Trusted Tax & Accounting Partner in Palm Coast
Since 2016, Suzanne Giglio has delivered comprehensive tax and accounting solutions to individuals and businesses. Our team of 12 professionals, including CPAs and tax specialists, combines over 70 years of collective experience to provide strategic financial guidance. With a focus on tax planning, preparation, and bookkeeping services, we help clients achieve significant annual savings while ensuring compliance. Our approach emphasizes simplicity, client-centric communication, and continuous process improvement. We serve clients nationwide while maintaining a strong local presence in Palm Coast, Florida.Our expertise spans individual tax returns, complex business filings, and CFO-level financial strategy. We prioritize transparency, personalized service, and long-term financial education for our clients. Our proven track record includes a documented $452,000 single-client tax saving achievement. We maintain rigorous professional standards through ongoing staff development and active participation in accounting associations. Our commitment to excellence has earned us numerous client testimonials highlighting our reliability and expertise.
Services
Tax Planning
Tax Preparation
Bookkeeping Services
CFO Services
Payroll Management
Details
- Year established: 2016
Highlights and features
- We offer 70+ combined years of experience in tax and accounting services
- Our team includes multiple CPAs and EA-licensed professionals
- Proven track record of achieving $452,000 in single-client tax savings
- We provide nationwide tax filing capabilities across all 50 states
- Our SIMPLE accounting process delivers clear, actionable financial insights
Associations and certifications
- CPA (Certified Public Accountant) license
What people say
Genuine personalized advice
Super helpful and thorough
Great work explaining perfectly
Best experience in Palm Coast
Trustworthy and prompt service
Services
Tax Planning
Our proactive tax planning identifies legal savings opportunities through strategic financial positioning. With average client savings of $18,733 annually, we develop customized strategies that provide lasting benefits beyond immediate tax years. Our CPA-led team creates actionable plans that fit each client's unique financial situation.
Tax Preparation
Handling over 2,000 returns annually, we prepare state and federal returns for individuals and businesses. From basic W2 filings to complex multi-state returns, our specialists ensure maximum deductions while maintaining strict compliance with tax regulations. We simplify the process through clear documentation and client education.
Bookkeeping Services
Our accounting division provides accurate bookkeeping through our SIMPLE process that delivers clear financial statements. We handle payroll processing, quarterly filings, and general ledger maintenance for small businesses, allowing owners to focus on operations while maintaining complete financial transparency and control.
CFO Services
We offer strategic financial leadership through dedicated CFO representation that extends beyond basic bookkeeping. Our experts provide cash flow analysis, cost studies, and business growth strategies tailored to each client's specific industry requirements and long-term financial objectives.
Payroll Management
Our specialized payroll services ensure timely and accurate payroll processing with complete tax compliance. We manage quarterly filings and tax deposits for S-Corporations while maintaining detailed records that integrate seamlessly with our clients' overall financial management systems.
People
Jonathan Convery
CPA | Owner
Certified Public Accountant with Florida and New Jersey licenses. Former CFO of multi-million dollar construction firm. Founded Suzanne Giglio in 2016 after 8+ years in senior accounting roles. Holds Masters in Finance from University of North Florida.
Sara Bailey
Tax Manager | CPA
Joined firm in 2018, earning CPA designation during tenure. Specializes in individual tax preparation with extensive experience in complex filings. Promoted to Tax Manager role based on technical expertise and client service record.
Ted Geppner
CPA | Senior Accountant
Over 35 years public accounting experience, including international business engagements. Graduate of Northeastern University with additional graduate studies at Chapman College. Active member of local business associations and estate planning councils.
Sterling Young
Tax Specialist | CPA
Joined team in 2021, specializing in complex tax returns and small business accounting. Reviews tax returns prepared by data entry team while providing direct client support. Brings dual expertise in tax compliance and business financial management.
Tanya Andersen
Senior Accountant | Payroll Manager
15+ years accounting experience supporting dozens of small businesses. Oversees payroll processing for S-Corporations while managing general accounting functions. Known for accuracy and ability to simplify complex financial processes for clients.
Questions
What tax services do you offer for businesses?
We provide complete business tax services including 1065s, 1120S, 1120C, and 1120H returns. Our team ensures maximum deductions while aligning returns with existing financial records. We also offer year-end tax planning consultations.
Do you handle multi-state tax filings?
Yes, we file returns in all 50 states. Our tax preparation division has experience with complex multi-state returns for individuals with rental properties, partnerships, and diverse income sources across state lines.
Can you help with IRS audit representation?
Our CPA team provides audit support services. We've helped clients resolve complex IRS issues while providing documentation preparation, representation, and resolution strategy development tailored to each specific case.
What accounting software do you use?
We work with QuickBooks Online and desktop versions. Our SIMPLE accounting process enhances standard financial reports to provide clearer insights through customized reporting formats that simplify financial decision-making.
Do you offer virtual accounting services?
Yes, we provide remote services including document upload portals, virtual consultations, and digital financial reporting. Our systems support nationwide clients with secure document sharing and encrypted communication channels.
How do you keep client information secure?
We use encrypted document transfer, secure tax preparation software, and strict internal data handling protocols. Our office maintains physical and digital security measures to meet industry standards for tax professional data protection.
