Business Details
37 Years
experience
Your Trusted CPA Partner in Sebring, Florida
Pella & Associates has been delivering exceptional accounting, tax preparation, and estate planning services to Highlands County for over 36 years. Our firm prioritizes personalized client care, applying rigorous work ethics to ensure accuracy and efficiency in every engagement. With a team of certified professionals, we specialize in navigating complex tax laws and accounting standards while maintaining a proactive approach to client needs. Our services span business and individual tax preparation, QuickBooks support, management consulting, and financial statement compilation, tailored to diverse industries including nonprofits and home-based businesses. We pride ourselves on building long-term relationships through transparent communication and a commitment to professional integrity.As a locally rooted CPA firm, we combine deep community knowledge with technical expertise to simplify financial challenges for our clients. Our proactive tax planning strategies help individuals and businesses optimize their financial positions throughout the year. We maintain full computerization and offer representation during IRS or state audits, ensuring comprehensive support for all tax-related matters. Our dedication to continuous education keeps us at the forefront of regulatory changes, enabling us to provide timely, accurate advice. This enduring commitment to excellence has established us as a trusted partner for financial success in Sebring, Florida.
Services
Tax Preparation
Estate Planning
QuickBooks Support
Management Consulting
Financial Statements
Nonprofit Accounting
Payroll Services
Audit Representation
Details
- Year established: 1989
Highlights and features
- We offer 36+ years of specialized accounting experience in Highlands County
- Our team includes licensed CPAs with expertise in tax law compliance
- We provide personalized service with rigorous attention to detail
- Our proactive tax planning strategies optimize year-round financial decisions
- We maintain local market expertise with comprehensive regulatory knowledge
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including multi-state filings and complex entity types. Our CPA team ensures compliance with current tax codes while optimizing deductions. We offer electronic filing options and audit representation services for complete tax season support.
Estate Planning
Our estate planning services include tax return preparation, court reporting, and gift tax documentation for guardianships and estates. We help clients navigate probate requirements and implement strategies for efficient wealth transfer while minimizing tax liabilities.
QuickBooks Support
We provide QuickBooks installation, training, and customization services for businesses. Our team offers on-site or remote support to optimize accounting processes, including system setup, payroll integration, and financial reporting tailored to specific business needs.
Management Consulting
Our consulting services focus on strategic business planning, cash flow management, and operational efficiency. We assist with business acquisitions, succession planning, and financial benchmarking against industry standards to help organizations achieve long-term objectives.
Financial Statements
We prepare audited financial statements following AICPA guidelines for all business types. Our services support bank financing applications and include customized reporting solutions that meet regulatory requirements while providing actionable insights for business decision-making.
People
Patricia S. Pella
CPA
With over 36 years of experience, Patricia S. Pella leads our firm's commitment to excellence in accounting services. Her expertise in tax law and financial planning ensures clients receive strategic, compliance-focused solutions tailored to their unique needs.
Gelene Cochran
Accountant
Gelene Cochran brings extensive experience in business tax preparation and nonprofit accounting. Her attention to detail and client-focused approach helps organizations maintain accurate financial records while optimizing tax positions.
Dylan Pella
Accountant
Dylan Pella specializes in estate planning and guardianship accounting. His technical proficiency in complex tax filings ensures clients receive accurate, timely support for wealth management and succession planning needs.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, QuickBooks support, financial statements, payroll services, and management consulting tailored to small business needs.
Do you handle multi-state tax filings?
Yes, we prepare business and individual tax returns for all 50 states as part of our comprehensive tax services.
Can you assist with nonprofit organization accounting?
We specialize in nonprofit accounting, including tax compliance, financial reporting, and management consulting for charitable organizations and homeowner associations.
What estate planning services are available?
Our estate services include tax return preparation, court reporting, gift tax documentation, and wealth transfer strategies for estates and guardianships.
Do you offer QuickBooks training and support?
Yes, we provide QuickBooks installation, customized training, and ongoing technical support for businesses in Sebring, Florida.
