Business Details
Trusted Tax & Accounting Services in Florida
At Professional Tax Consultants, we are dedicated to helping clients achieve long-term success through personalized attention and a commitment to addressing both immediate needs and future financial goals. Our team of Enrolled Agents adheres to the rigorous standards of IRS Circular 230, prioritizing timeliness, thoroughness, and accuracy in all services. With decades of combined experience in tax planning, financial strategy, and accounting, we offer specialized expertise in individual and business taxation, IRS representation, and QuickBooks solutions.Our professionals hold advanced certifications, including Enrolled Agent, Certified Financial Professional, and QuickBooks ProAdvisor designations, ensuring up-to-date knowledge of evolving tax laws and technological tools. We serve businesses of all sizes, from sole proprietors to corporations, while maintaining a client-centric approach that emphasizes transparency and ethical practices.
Services
Tax Planning
Accounting
QuickBooks Consulting
Financial Planning
Payroll Processing
Highlights and features
- We offer over 30 years of experience in tax and financial planning for businesses and high-net-worth individuals.
- Our team includes Enrolled Agents licensed by the U.S. Treasury with mandatory annual continuing education.
- We provide specialized QuickBooks consulting for accounting software setup and training.
- Our professionals hold advanced certifications including Accredited Tax Accountant and Certified Financial Professional.
- We guarantee IRS compliance and representation for all tax-related matters.
Associations and certifications
- Enrolled Agent
- Certified Financial Professional
- QuickBooks ProAdvisor
- Accredited Tax Accountant
- Accredited Business Accountant
- Notary Public
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic compliance and foresight. We analyze individual and business financial situations to create customized plans that align with long-term goals. Our Enrolled Agents stay current with evolving tax laws to ensure optimal outcomes.
Accounting
We provide comprehensive accounting solutions including monthly reconciliations, financial statement generation, and payroll processing. Our team ensures accurate record-keeping and compliance with tax regulations for businesses of all sizes. Services extend to sales and use tax return preparation.
QuickBooks Consulting
As a QuickBooks ProAdvisor, we offer software setup, training, and payroll integration tailored to business needs. Our expertise covers all Premier editions including Contractor, Nonprofit, and Retail versions. We implement technological solutions to streamline accounting processes.
IRS Representation
Our Enrolled Agents provide professional representation before the IRS for audits, collections, and compliance issues. We handle complex tax matters with expertise in individual, business, estate, and trust returns while maintaining ethical standards outlined in IRS Circular 230.
Financial Planning
We develop personalized financial plans addressing estate planning, investment strategies, and retirement goals. Our Certified Financial Professionals create roadmaps for small business owners and high-net-worth individuals to achieve both short-term stability and long-term growth.
People
David C. Ullman
Director
Enrolled Agent since 2019 with prior 30-year CPA experience specializing in tax compliance and financial planning for businesses and high-net-worth individuals.
Mary Ann Bauerle
Director
Certified Financial Planner with Enrolled Agent credentials since 1999, focusing on comprehensive tax and financial strategies for diverse client needs.
Karin Nelson
Corporate President
Enrolled Agent since 1993 with leadership experience in tax compliance and accounting services, actively involved in multiple professional accounting associations.
Ron Yost
Managing Director
Enrolled Agent since 1996 with expertise in tax representation and QuickBooks solutions, serving as corporate treasurer with deep technical accounting knowledge.
Charlotte Davis
Director
Accredited Tax Accountant with 25+ years of experience, specializing in business tax preparation and serving as Florida Society of Accountants president from 2010-2011.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, compliance strategies, IRS representation, and specialized planning for corporations, LLCs, and partnerships.
Are you certified to represent clients before the IRS?
Yes, all our Enrolled Agents are licensed by the U.S. Treasury with mandatory annual continuing education to represent taxpayers in IRS matters.
Do you offer QuickBooks software support?
As a QuickBooks ProAdvisor, we provide software setup, training, payroll integration, and support for all Premier editions including Contractor and Nonprofit versions.
What financial planning credentials do your team hold?
Our team includes Certified Financial Professionals and Accredited Tax Accountants with expertise in estate planning and wealth management strategies.
How do you handle payroll tax requirements?
We process payroll, sales tax returns, and use the latest software to ensure compliance with federal and state payroll tax regulations.
