Business Details
Your Trusted Accountants in Brandon, FL
Loren Potts provides professional accounting, tax, and financial planning services tailored to business owners, executives, and independent professionals. With a focus on personalized solutions, we specialize in resolving complex tax problems, optimizing QuickBooks usage, and delivering comprehensive bookkeeping support. Our team prioritizes clarity, affordability, and expertise to empower clients to focus on business growth while ensuring compliance and financial stability. 
Services
Tax Preparation
Tax Planning
QuickBooks Services
Bookkeeping
Payroll Solutions
IRS Audit Representation
Financial Planning
Bankruptcy Assistance
Estate Planning
Small Business Accounting
Highlights and features
- We specialize in resolving IRS tax problems with personalized strategies.
- Our team offers decades of combined experience in accounting and tax compliance.
- We provide tailored QuickBooks solutions to optimize business financial management.
- Our bookkeeping services streamline operations for small businesses and professionals.
- We deliver transparent, actionable financial planning for families and executives.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We meticulously review financial records to maximize deductions and credits while maintaining compliance with federal and state regulations. Clients receive clear guidance to minimize tax liabilities and avoid costly errors.
QuickBooks Services
We offer QuickBooks setup, training, and optimization to help businesses efficiently manage financial operations. Our experts configure the software for specific industry needs, provide hands-on training, and deliver troubleshooting support to ensure seamless day-to-day bookkeeping and reporting.
IRS Audit Representation
Our IRS audit representation services protect clients during tax investigations. We prepare documentation, communicate directly with the IRS, and negotiate resolutions to reduce penalties and interest. Our goal is to minimize stress and financial impact while achieving favorable outcomes for individuals and businesses.
Bookkeeping Services
We handle complete bookkeeping solutions, including accounts payable/receivable, payroll processing, and financial statement preparation. Our systematic approach ensures organized records for informed decision-making, regulatory compliance, and smooth year-end tax preparation for small businesses and professionals.
Financial Planning
Our financial planning services create tailored strategies for families and executives to manage risk, plan estates, and grow wealth. We analyze current financial status, develop investment plans, and provide ongoing advice to help clients achieve long-term financial security and legacy goals.
Questions
How can your firm resolve IRS tax problems?
We negotiate with the IRS to resolve back taxes, payment plans, wage garnishments, and liens while minimizing penalties and interest.
Do you offer QuickBooks training for small businesses?
Yes, we provide customized QuickBooks training to help businesses efficiently manage accounting tasks and reporting.
What bookkeeping services do you provide?
We offer full-cycle bookkeeping, including transaction recording, account reconciliation, and financial statement preparation for businesses.
Can you assist with payroll management?
We handle payroll processing, tax filings, and compliance reporting to ensure accurate employee payments and regulatory adherence.
What financial planning services are available?
We provide estate planning, risk management, and investment strategies tailored to individuals and family financial goals.
How do I schedule a free consultation?
Contact us at (813) 251-8613 or through our website to discuss your needs and receive personalized guidance.
