Business Details
45 Years
experience
Your Trusted Accounting & Tax Advisors in Sebring, FL
Founded in 1981 by Bill Carlson, we began as a hardware store before shifting our focus to accounting services in 1986. Over three decades later, we remain a family-owned business committed to treating every client like family. Our approach centers on personalized attention, ensuring that each client receives dedicated support during critical moments, from tax planning to navigating complex life events. With Jeff Carlson joining as CEO/CPA in 1996, we expanded our expertise in financial consulting while maintaining our core values of integrity and client-centric service.Our team combines technical proficiency with compassionate guidance, leveraging continuous professional development to stay ahead of evolving tax landscapes. Headquartered in Sebring, Florida, we specialize in serving Highlands County businesses and individuals with tailored accounting solutions that simplify financial challenges.
Services
Accounting
Bookkeeping
Payroll Services
Taxes
Tax Planning
Details
- Year established: 1981
Highlights and features
- We offer 33 years of continuous family-owned operation in Highlands County
- Our team includes Certified Public Accountants with specialized tax expertise
- We maintain personalized client relationships through hands-on financial guidance
- We combine technical proficiency with compassionate support during life transitions
- Our service approach has earned 5-star client testimonials for professional excellence
Associations and certifications
- CPA
Services
Accounting
We handle full-cycle accounting services, transforming your financial documents into actionable reports. Our clients gain insights for cost management, revenue growth, and business valuation. Our system provides secure, real-time financial tracking for informed decision-making.
Tax Preparation
Our CPA-certified experts deliver comprehensive tax planning and preparation for individuals and businesses. We stay updated on tax code changes to maximize savings while ensuring compliance. Our proactive approach helps clients navigate complex tax situations with confidence.
Payroll Services
We manage complete payroll processing including tax filings and compliance reporting. Our system ensures accurate employee payments and government regulation adherence. This service helps businesses save time while avoiding costly compliance errors.
Tax Planning
We develop customized tax strategies for year-round financial optimization. Our approach combines proactive planning with ongoing consultation. This service helps individuals and businesses minimize tax liabilities through legitimate, strategic methods.
Financial Consulting
We offer tailored financial guidance for business growth and stability. Our consulting covers accounting system implementation, cost management, and transition planning. This service helps clients achieve long-term financial objectives through expert analysis.
People
Jeff Carlson
CEO/CPA
Certified Public Accountant with 30+ years experience in tax planning and business advisory. Joined family firm in 1996 after decade in financial services. Holds multiple accounting and finance degrees.
Bill Carlson
Accountant
Founder with 40+ years in accounting profession. Transitioned from hardware business to establish firm in 1986. Provides seasoned perspective on tax matters and business operations.
Donna Carlson
Office Manager
Handles day-to-day operations with 30+ years of administrative expertise. Ensures smooth client interactions and internal processes within the family-owned firm.
Beln Juarez
Accounting Manager
Leads accounting team with extensive experience in business financial management. Oversees client accounts and ensures accurate, timely service delivery.
Susan Lenihan
Bookkeeper
Experienced bookkeeper managing financial records for multiple clients. Maintains precise documentation and supports clients with detailed accounting information.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll processing, financial statement preparation, and business tax planning tailored to small business needs.
Do you specialize in individual tax preparation?
Yes, we handle federal and state tax planning and preparation for individuals, estates, and trusts using the latest technology for accurate results.
How long have you been serving Highlands County?
Our family has owned and operated the business since 1981, providing continuous accounting services since 1986.
Can I schedule a consultation with your team?
Absolutely! You can book a free Small Business Consultation through our website to discuss your specific needs.
What sets your firm apart from other accountants?
We combine technical expertise with personalized service, treating each client like family while maintaining CPA-level professional standards.
