Business Details
We are Mary Beth White, CPA, CFE, a licensed accounting and tax firm with over two decades of operational experience since our founding in 2002. Our founder and lead professional holds a Master of Accountancy degree in Accounting Information Systems from the University of South Florida, paired with undergraduate credentials from the University of South Florida and the University of Tampa. We are fully licensed as Certified Public Accountants in both Florida and Tennessee, and our lead professional is also a Certified Fraud Examiner and member of the Association of Certified Fraud Examiners. Our team holds additional specialized credentials as Certified QuickBooks ProAdvisors and FreshBooks Advisors to deliver top-tier bookkeeping and software consulting support. Prior to launching our independent firm, our founder gained hands-on experience working at two established CPA firms in the St. Petersburg/Clearwater, Florida area.
We relocated our operations to Tennessee in 2018, while continuing to serve our long-standing, large client base across Florida. Our professional background includes service on not-for-profit boards and adjunct teaching roles at both St. Petersburg College and the University of South Florida. We adhere to the highest professional standards set by state accounting boards and industry credentialing organizations for all client engagements. Our problem-solving capabilities span individual and business tax preparation, IRS representation, fraud examination, and small business startup planning. We prioritize full transparency in all client interactions, from document upload via our secure web portal to clear communication of tax and accounting outcomes. Our commitment to client satisfaction drives us to deliver tailored, compliant solutions that address each client's unique financial and regulatory needs.
We relocated our operations to Tennessee in 2018, while continuing to serve our long-standing, large client base across Florida. Our professional background includes service on not-for-profit boards and adjunct teaching roles at both St. Petersburg College and the University of South Florida. We adhere to the highest professional standards set by state accounting boards and industry credentialing organizations for all client engagements. Our problem-solving capabilities span individual and business tax preparation, IRS representation, fraud examination, and small business startup planning. We prioritize full transparency in all client interactions, from document upload via our secure web portal to clear communication of tax and accounting outcomes. Our commitment to client satisfaction drives us to deliver tailored, compliant solutions that address each client's unique financial and regulatory needs.
Highlights and features
- We have operated our licensed firm since 2002.
- Our founder is a licensed CPA in Florida and Tennessee.
- We are Certified Fraud Examiners with specialized forensic skills.
- Our team holds QuickBooks and FreshBooks ProAdvisor certifications.
- We have over 20 years of not-for-profit accounting experience.
Services
Individual Tax Return Preparation
This service supports individual taxpayers in preparing and filing accurate annual federal and state income tax returns. It is designed for clients with varying income levels, including those with wages, investment income, or self-employment earnings. We help clients maximize eligible deductions and credits while ensuring full compliance with IRS regulations to minimize penalty risk.
Business Tax Preparation
This service involves preparing and filing accurate tax returns for businesses of all entity types, including sole proprietorships, LLCs, and corporations. It is tailored for small business owners and corporate finance teams seeking to meet strict federal and state filing requirements. We work to identify eligible business deductions and credits to reduce overall tax liability while maintaining full regulatory compliance.
Fraud Examination and Prevention
This service includes comprehensive fraud detection, investigation, and prevention support for clients facing suspected financial misconduct or seeking to mitigate fraud risk. It is designed for businesses, not-for-profit organizations, and individuals looking to protect their assets and internal controls. We leverage our Certified Fraud Examiner credentials to identify vulnerabilities, implement preventive measures, and provide litigation support when fraud-related disputes arise.
QuickBooks Consulting
This service provides expert setup, optimization, and troubleshooting support for QuickBooks and FreshBooks accounting software platforms. It is intended for small business owners and in-house bookkeepers seeking to streamline their financial recordkeeping processes. We help clients maintain accurate, up-to-date books to support informed financial decision-making and simplify tax preparation workflows.
IRS Representation
This service provides professional representation for clients who have received IRS notices or are facing audits, collections, or other tax disputes. It is designed for individual taxpayers and business owners who need expert support to navigate complex IRS communication and resolution processes. We work to minimize additional penalties and interest, protect client rights, and secure favorable outcomes for tax-related matters.
