Business Details
17 Years
experience
Your Trusted Partner for Accounting, Tax, and Insurance Solutions in Tampa
Our firm is dedicated to providing comprehensive accounting, tax, and insurance solutions tailored to meet the unique needs of individuals and businesses. With over 15 years of experience, we combine the expertise of a Certified Public Accountant, Financial Advisor, Insurance Professional, and Payroll Administrator to deliver personalized, results-driven services. Our mission is to empower clients through accurate financial reporting, strategic tax planning, and customized insurance coverage that safeguards their assets. We prioritize client education, ensuring informed decision-making for business growth and personal financial stability. Our team's academic credentials, including advanced degrees in accounting systems, support our commitment to technical excellence.We specialize in resolving complex tax issues, IRS problem resolution, and retirement planning while maintaining a focus on cost-containment strategies. Our affiliated payroll services extend our capabilities to full-cycle accounting support for businesses of all sizes. Client testimonials highlight our responsiveness, technical proficiency, and ability to simplify complex financial matters. We serve Tampa Bay businesses with localized expertise while maintaining national compliance standards. Our integrated approach ensures clients receive coordinated solutions across all financial domains.
Services
Accounting Services
Tax Preparation
Payroll Processing
Insurance Services
IRS Tax Resolution
Retirement Planning
Business Tax Filing
Commercial Insurance
Financial Consulting
Bookkeeping
Details
- Year established: 2009
Highlights and features
- We offer 15+ years of CPA experience in Tampa Bay
- Our team includes certified accounting and insurance professionals
- We provide integrated accounting, tax, and insurance solutions
- We specialize in IRS tax problem resolution services
- We offer customized financial planning for business growth
What people say
Outstanding professional
Very knowledgeable
Reasonable, responsive, responsible
Insurance expert
Five stars
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting for businesses. We offer system setup, cash flow forecasting, and comprehensive financial statements. Our CPA-led team ensures compliance with regulatory standards while providing strategic financial insights to support business growth and decision-making.
Tax Preparation
We handle individual and business tax preparation with expertise in complex tax situations. Our services include IRS problem resolution, back tax filings, and strategic tax planning. We focus on minimizing liabilities while ensuring compliance with federal and state tax regulations through personalized tax strategies.
Payroll Services
Our affiliated payroll company provides full-cycle payroll processing including tax reporting and HR support. We handle employee earnings tracking, tax withholdings, and regulatory compliance. This service integrates seamlessly with our accounting solutions to streamline business financial operations.
Insurance Services
We offer personal and commercial insurance solutions including property, liability, and health coverage. As independent agents, we access multiple carriers to find optimal pricing and coverage. Our services protect clients' assets through comprehensive risk management strategies tailored to individual and business needs.
IRS Tax Resolution
Our firm specializes in resolving IRS tax issues including audits, back taxes, and payment plans. We provide representation and strategic solutions for tax debt problems. With CPA expertise, we negotiate with tax authorities to achieve favorable outcomes while ensuring future compliance.
People
Felix Blanco
Certified Public Accountant
Certified Public Accountant with 15+ years experience, holding advanced degrees in accounting systems. Specializes in tax resolution, business accounting, and insurance services. Provides strategic financial guidance to Tampa Bay businesses and residents.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statements, payroll processing, and cash flow management for businesses of all sizes.
How can you help with tax problems?
We offer IRS tax resolution services including audit representation, back tax filings, payment plans, and penalty abatement strategies to resolve tax debt issues.
What insurance products are available?
We offer personal insurance (home, auto, health) and commercial insurance (liability, workers comp, business property) through multiple carriers to find optimal coverage.
Do you handle business tax filings?
Yes, we specialize in business tax preparation including corporate tax returns, payroll tax reporting, and tax planning strategies for business owners.
What makes your firm different?
Our integrated approach combines CPA expertise with insurance services and personalized financial planning, providing comprehensive solutions under one roof.
How to schedule a consultation?
Contact us at 813.343.3863 to schedule a free initial consultation for accounting, tax, or insurance services in Tampa Bay.
