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Experience. Commitment. Solutions.

Our Mission and Values

At Marsocci, Appleby & Company, PA, our mission is to help our clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. We believe that every client deserves personalized attention and a comprehensive understanding of their financial situation. Our team of experienced professionals is committed to providing high-quality services that meet the unique needs of each client. We strive to build long-term relationships based on trust, integrity, and professionalism.

Our Services

We offer a wide range of services designed to meet the diverse needs of our clients. Whether you are an individual or a business, we can assist you with your accounting, tax, and financial planning needs. Our services include:

Business Services

  • Business Accounting: We can help you manage your books, track your expenses, and provide you with financial statements that help you make informed business decisions.
  • Business Advisory Services: Our team of experts can help you develop a business plan, identify areas for improvement, and create strategies for growth and success.
  • Payroll Services: We can help you manage your payroll, including processing payroll, tax deduction, and compliance with labor laws.
  • Audits and Reviews: Our experienced auditors can help you identify areas for improvement, ensure compliance with laws and regulations, and provide you with valuable insights into your business's financial performance.

Individual Services

  • Individual Tax Preparation: We can help you prepare your tax return, ensure you are taking advantage of all eligible deductions and credits, and provide you with guidance on tax planning and other financial matters.
  • Estate and Trust Tax Services: Our team can help you navigate the complex world of estate and trust tax law, ensuring that your loved ones are taken care of in accordance with your wishes.
  • IRS Audit Representation: If you are being audited by the IRS, we can represent you and help you navigate the audit process.
  • Financial Planning: Our experts can help you create a comprehensive financial plan that addresses your short-term and long-term financial goals.

Industry-Specific Services

We understand that different industries have unique financial needs. That's why we offer services tailored to specific industries, including:

  • Construction
  • Healthcare
  • Home Owners and Condominium Associations
  • Non-Profit Organizations
  • Real Estate
  • Tax Center

Why Choose Us

At Marsocci, Appleby & Company, PA, we pride ourselves on our commitment to client service, expertise, and professionalism. We understand that every client is unique, and we work closely with each client to develop a personalized plan that meets their specific needs. Our team is dedicated to providing you with the highest level of service, ensuring that you receive the best possible outcome.

Contact Us

If you are looking for a trusted and experienced accounting firm, look no further than Marsocci, Appleby & Company, PA. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

Reviews
Negative: The reviewer expresses disappointment with Marsocci, Appleby & Company's accounting services, citing non-compliance issues and inconsistencies in the financial statements.

Unprofessional Accounting Services

The reviewer, Ashkhas A., expresses their discontent with Marsocci, Appleby & Company, an accounting firm that provided financial statements for Wise Property Management and Raintree Condominium #4 Association Inc.

Non-Compliance Issues

The reviewer mentions that the Division of Florida Condominiums, Department of Business and Professional Regulation, has stated that Wise Property Management and Raintree Condominium #4 Association Inc. are not compliant. This raises concerns about the quality of the financial statements prepared by Marsocci, Appleby & Company.

Financial Statement Inconsistencies

The reviewer highlights inconsistencies in the financial statements, noting that they initially report "missing information" and later reveal that Raintree Condominium #4 Association Inc. went over budget by over $55,000 in 2018. This raises doubts about the accuracy and reliability of the financial statements.

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