Business Details
22 Years
experience
Trusted Accounting & Tax Services in Navarre, Florida
With over 35 years of expertise in accounting and taxation, our firm provides tailored financial solutions to individuals and businesses. Our team of certified professionals specializes in tax planning, IRS representation, payroll services, and strategic financial advisory. We prioritize personalized service, ensuring clients receive accurate and timely support year-round. Our founder, a Florida CPA with extensive corporate experience, combines deep industry knowledge with a commitment to client success. We leverage advanced technology to streamline accounting processes while maintaining a personal touch.Our mission focuses on reducing tax burdens and fostering wealth growth through customized strategies. Clients benefit from our comprehensive understanding of federal and state tax regulations, backed by continuous professional development. We serve Gulf Breeze, Navarre, and surrounding Florida communities with dedicated financial expertise. Our services extend beyond tax season, offering ongoing guidance to help clients achieve long-term financial goals. This commitment to excellence has established us as a trusted partner for businesses and individuals seeking reliable accounting solutions.
Services
Accounting
Tax Preparation
Payroll Services
Bookkeeping
IRS Representation
Temporary CFO Services
Details
- Year established: 2004
Highlights and features
- We offer over 35 years of specialized tax and accounting expertise.
- Our CPA team provides personalized financial strategies tailored to client needs.
- We combine advanced technology with hands-on, year-round support.
- Our founder holds multiple financial certifications including Personal Financial Specialist.
- We maintain continuous professional education to stay current with tax regulations.
Associations and certifications
- Certified Public Accountants
Services
Tax Preparation
Our tax preparation services combine technical expertise with personalized strategies to minimize liabilities. We handle federal and state returns for individuals and businesses, ensuring compliance with current regulations. Clients benefit from our 35+ years of experience in optimizing tax outcomes.
IRS Representation
We provide professional IRS representation during audits and collections. Our certified team navigates complex tax issues, advocating for favorable resolutions. This service includes documentation preparation, audit communication, and negotiation of payment plans when needed.
Payroll Services
Our comprehensive payroll solutions handle tax withholdings, wage calculations, and regulatory filings. Businesses receive accurate, timely processing with year-round compliance support. We integrate with accounting systems to streamline financial operations for employers.
Bookkeeping
We maintain precise financial records using modern accounting software. Services include transaction categorization, bank reconciliations, and financial statement preparation. Our systems ensure businesses maintain organized records for tax filings and operational decision-making.
Temporary CFO Services
Our experienced CFO services provide strategic financial leadership for businesses needing temporary support. We offer cash flow management, financial planning, and operational analysis to maintain stability during transitional periods.
People
Bert Roberge
Founder & CPA
Certified Public Accountant with 35+ years of experience in taxation and financial planning. Holds MBA from University of West Florida and multiple certifications including Personal Financial Specialist. Former corporate CFO now serving Florida clients.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting solutions including bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small business needs.
Do you handle IRS audit representation?
Yes, our certified professionals provide full IRS audit representation including document preparation, communication, and negotiation of payment plans when necessary.
What tax planning services are available?
We offer strategic tax planning to minimize liabilities for individuals and businesses, including year-round advisory services to optimize financial outcomes.
Are you available for year-round financial support?
Yes, our services extend beyond tax season with ongoing financial advisory, bookkeeping, and business consulting available throughout the year.
What credentials does your team hold?
Our team includes Certified Public Accountants (CPA), Personal Financial Specialists, and QuickBooks Pro Advisors with extensive experience in accounting and taxation.
Where are you located?
We are based in Navarre, Florida at 8668 Navarre Parkway, Suite 112, serving clients throughout the Florida Panhandle region.
