Business Details
41 Years
experience
Your Trusted Accounting Partner in Tampa, FL
Marsocci, Appleby has provided professional financial guidance to individuals and businesses since 1985. Our firm combines expertise in accounting, assurance, and tax services with a commitment to personalized client service. We specialize in delivering cost-effective solutions tailored to the unique needs of clients in industries including construction, healthcare, non-profits, and real estate. Our team of licensed CPAs maintains deep knowledge of evolving tax laws and financial regulations to ensure compliance while maximizing client profitability.With decades of combined experience, we focus on building long-term relationships through transparent communication and thorough analysis of financial strategies. Our services span tax planning, audits, business advisory, payroll management, and QuickBooks support. We prioritize client education to empower informed financial decisions and maintain a reputation for excellence earned through consistent delivery of accurate, timely advice.
Services
Tax Preparation
Audits
Payroll Services
Bookkeeping
QuickBooks Support
Business Advisory
Financial Planning
IRS Representation
Accounting Software Setup
Estate Tax Planning
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team includes licensed Florida CPAs with industry-specific expertise.
- We provide personalized service with a focus on client education and transparency.
- Our firm specializes in complex tax planning and compliance for businesses.
- We offer free initial consultations to understand client-specific needs.
What people say
Expertise in tax planning
Personalized service
Efficient solutions
Knowledgeable CPAs
Reliable advice
Services
Tax Preparation
We prepare individual and business tax returns while identifying deductions and credits to minimize tax liability. Our CPAs stay current with changing tax laws to ensure compliance. Services include federal, state, and local tax filings for all entity types.
Audits
Our firm conducts comprehensive audits to verify financial statement accuracy for stakeholders. We follow GAAS standards to provide the highest level of assurance. Services include internal control evaluation and regulatory compliance checks.
Payroll Services
We handle payroll processing, tax withholding calculations, and compliance reporting. Our services include direct deposit setup, W-2 processing, and payroll tax filings to ensure timely and accurate employee payments.
Business Advisory
Our advisory services focus on cash flow management, financial projections, and business succession planning. We help clients develop strategies for growth while maintaining compliance with accounting standards and tax regulations.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting services. Our experts optimize software configurations for accurate financial tracking and provide ongoing support to ensure efficient accounting operations for small businesses.
People
Gerald L. Appleby
Managing Partner
Gerald has over 30 years of experience in public accounting and industry. He specializes in healthcare, non-profits, and construction accounting. Licensed in Florida and New York, he focuses on client success through personalized financial strategies.
Leo Marsocci
Partner
Leo provides high-quality accounting services with expertise in tax compliance and financial reporting. He holds a BS in Accounting from Rochester Institute of Technology and maintains active CPA licenses in multiple states.
Mike Demas
Senior Tax Manager
Mike specializes in tax planning for construction and manufacturing firms. With 30+ years in public accounting, he helps clients optimize tax strategies while ensuring compliance with evolving federal and state regulations.
Brian Conner
Manager
Brian serves construction and non-profit clients with 10+ years at the firm. He focuses on accurate financial reporting and compliance solutions for small businesses and homeowners associations.
Eric Comas
Manager
Eric manages government and non-profit accounting with 30+ years of experience. He specializes in building client relationships while delivering tailored financial solutions that ensure regulatory compliance and operational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, financial statement preparation, and business advisory services tailored to small businesses.
Do you specialize in any particular industries?
Yes, we specialize in construction, healthcare, non-profit organizations, and real estate accounting with industry-specific expertise.
Can you help with IRS tax problems?
Yes, we offer tax relief services including IRS audit representation and resolution of back tax issues.
Do you provide QuickBooks support?
Yes, we offer QuickBooks setup, training, troubleshooting, and monthly review services for businesses.
Are your CPAs licensed in Florida?
All our CPAs hold valid Florida State CPA certificates and maintain active licenses.
What types of tax planning services do you offer?
We provide individual and business tax planning, estate tax strategies, and year-round tax optimization solutions.
