Business Details
21 Years
experience
Trusted CPA Services in Palm Harbor, Florida
At Sean Davis PA, CPA, PA, we are dedicated to providing personalized tax and accounting solutions tailored to the unique needs of our clients. With over 25 years of experience in the industry, our firm has built a reputation for delivering accurate, reliable, and client-focused services that foster long-term relationships. Our team combines extensive expertise in tax planning, accounting, and business consulting to help individuals and businesses achieve their financial goals. We prioritize maintaining the trust and loyalty of our clients by offering proactive strategies that minimize tax liabilities and maximize financial opportunities. Our merger with Sally Lindberg and Associates in 2020 expanded our capabilities while preserving our commitment to personalized attention.We specialize in tax preparation, estate planning, IRS representation, payroll services, and financial consulting, ensuring comprehensive support for our clients. Our client-centered approach emphasizes collaboration with brokers and legal professionals to provide coordinated solutions. We offer complimentary reviews of prior tax returns and stay current with evolving tax laws to deliver informed guidance. Our mission is to empower clients through transparent communication, ethical practices, and a dedication to their long-term success. Recognized for our expertise and community involvement, we continue to serve as trusted partners in financial and business matters.
Services
Tax Planning & Preparation
Accounting Services
Estate & Trust Tax Preparation
IRS Representation
Payroll Services
Sales Tax Services
Business Consulting
Financial Statements
Notary Services
Details
- Year established: 2005
Highlights and features
- We offer 25+ years of experience in tax and accounting services.
- Our team provides personalized, client-centered financial solutions.
- We specialize in IRS representation and tax dispute resolution.
- Our proactive approach minimizes current and future tax liabilities.
- We maintain transparency with no hidden fees or surprises.
What people say
Amazing
Competent and nice
Attentive, knowledgeable
Excellent service
Kind, considerate
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses minimize liabilities while maximizing financial opportunities. We stay current with evolving tax laws to provide strategic guidance tailored to your unique circumstances. With expertise in corporate, partnership, and estate tax matters, we ensure compliance while optimizing your tax position.
Estate & Trust Tax Preparation
We specialize in estate and trust tax preparation, helping clients create orderly asset transfers while minimizing tax burdens. Our services include gift tax planning, succession strategies for business owners, and ensuring financial security for surviving spouses. We guide clients through complex estate planning processes with personalized solutions.
IRS Representation
Our experienced team provides professional IRS representation for tax disputes and audits. We leverage decades of experience dealing with federal and state tax authorities to ensure proper representation. Our goal is to resolve tax issues efficiently while protecting your interests throughout the process.
Accounting Services
We offer comprehensive accounting services including bookkeeping, financial statement preparation, and payroll system implementation. Our team ensures accurate, timely financial reporting to support business decision-making. We help establish efficient accounting systems for new businesses and maintain reliable financial records for ongoing operations.
Business Consulting
Our business consulting services identify growth barriers and develop practical solutions for improved profitability. We provide strategic guidance on financial management, tax implications of business decisions, and operational efficiency. Our client-centered approach helps businesses navigate challenges and capitalize on opportunities.
People
Sean Davis PA
Owner
With over 25 years of experience, Sean Davis PA founded the firm in 2005 after managing a tax office with 40 professionals. He leads our team in delivering personalized tax and accounting solutions while maintaining a client-centered approach.
Maureen C Davis
Firm Administrator
Maureen C Davis has been instrumental in firm operations since its founding in 2005. She works closely with clients to ensure their needs are met while managing administrative functions that support our high service standards.
Julia Rhoads
Staff Accountant
Julia Rhoads, an Enrolled Agent, specializes in complex tax returns for individuals with multiple business entities. Clients consistently praise her ability to simplify complicated financial situations and provide clear, effective solutions.
Kimberly Perry
Principal
Kimberly Perry, a certified CPA, serves as principal and key advisor on tax matters. She brings extensive expertise in corporate tax compliance and strategic planning, ensuring clients receive comprehensive financial guidance.
Chetan Patel
Manager
Chetan Patel manages client relationships and oversees accounting services. With a focus on financial reporting and business tax matters, he ensures accurate, timely delivery of services while maintaining personalized client attention.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax services including planning, return preparation, and IRS representation for corporations, partnerships, LLCs, and not-for-profits.
Do you handle estate and trust tax matters?
Yes, we specialize in estate and trust tax preparation, gift tax planning, and business succession strategies to minimize tax burdens.
Can you help with payroll tax compliance?
We assist businesses with payroll system implementation, tax return preparation, and compliance strategies for growing teams.
What accounting services are available?
We offer bookkeeping, financial statement preparation, accounting system setup, and business tax return services for all business sizes.
How do you handle tax disputes with the IRS?
Our experienced team provides professional IRS representation, leveraging decades of experience to resolve disputes efficiently and protect client interests.
Is there a free consultation available?
Yes, we offer complimentary reviews of prior tax returns and no-cost consultations for new clients seeking tax or business advice.
