Business Details
29 Years
experience
Your Trusted Accounting Partner in Crawfordville, FL
Founded in 1997, Shepard Accounting & Tax Services has established itself as a trusted provider of comprehensive accounting and tax solutions. Our team of certified professionals brings decades of combined experience in tax planning, financial reporting, and IRS audit representation. We specialize in serving individuals, small businesses, and industries such as construction, hospitality, and real estate, offering tailored strategies to maximize deductions and ensure compliance. Our commitment to personalized service ensures clients receive close attention to their unique financial situations.With deep roots in the Crawfordville, FL community, we prioritize transparency, ethical practices, and long-term client relationships. Our expertise extends to complex tax relief scenarios, including back taxes owed and IRS payment plans. By staying current with evolving tax laws, we help clients navigate challenges while optimizing financial outcomes. Our dedication to excellence has earned us a reputation for quality service and reliability in the region.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
IRS Audit Representation
Financial Planning
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in accounting and tax services since 1997
- Our team provides personalized attention to every client's unique needs
- Specialized expertise in IRS audit representation and tax relief solutions
- Deep understanding of local market needs in Crawfordville and Wakulla County
- Comprehensive services covering tax planning, bookkeeping, and financial strategy
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Well-regarded firm
Personal and professional attention
Professional and responsive
Quality service
Trusted advisor
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our experts identify all available deductions and credits to minimize tax liability. With specialized knowledge of industry-specific tax requirements, we handle complex returns for construction, hospitality, and real estate clients.
IRS Audit Representation
Our team offers expert IRS audit representation, guiding clients through the process while protecting their interests. We handle communication with tax authorities and develop strategies to resolve issues efficiently. With deep understanding of tax code, we work to achieve favorable outcomes for audit cases.
Bookkeeping Services
We manage complete bookkeeping solutions including accounts payable/receivable, bank reconciliations, and payroll processing. Our systems ensure accurate financial records for informed business decisions. We implement customized accounting processes tailored to each business's size and industry requirements.
Payroll Processing
Our payroll services handle tax compliance, direct deposits, and reporting requirements for businesses of all sizes. We ensure timely and accurate payment processing while maintaining up-to-date regulatory compliance. The service includes W-2 processing and tax form submissions.
Financial Planning
We develop personalized financial plans focusing on retirement strategies, tax-efficient wealth preservation, and investment optimization. Our approach integrates tax planning with long-term financial goals. We help clients understand required minimum distributions and create sustainable retirement income plans.
People
Lorra L. Phillips
C.P.A.
With over 25 years in public accounting since 1994, Lorra specializes in tax planning and preparation. A Florida State University graduate, she founded Shepard Accounting in 1997 after working with the State Auditor General's office.
Jessica S. Revell
C.P.A.
Partner since 2013, Jessica has worked with the firm since 1997. She focuses on tax solutions and serves on Wakulla County committees. Recognized as Emerging Business Woman of the Year in 2020, she brings extensive local business expertise.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, cash flow management, and financial reporting tailored to local business needs.
Can you help with IRS tax problems?
Yes, we specialize in IRS audit representation, tax relief solutions, and resolving back taxes owed through payment plans and offers in compromise.
Do you offer personal financial planning services?
We provide personalized financial planning covering retirement strategies, tax-efficient wealth preservation, and investment portfolio analysis for individuals.
What industries do you specialize in?
Our expertise spans construction, hospitality, law firms, manufacturing, and real estate industries with customized accounting solutions.
Are you available for urgent tax matters?
While we don't offer 24/7 emergency services, we prioritize urgent tax issues and provide timely consultations during regular business hours.
