Business Details
19 Years
experience
Your Trusted CPA in Estero, FL for Personalized Financial Services
As the founder of Laurie A Sloat Pa: Sloat Laurie A, I bring decades of specialized expertise in personal financial and accounting services to clients navigating complex financial transitions. My practice focuses on supporting retired individuals, post-divorce clients, and out-of-state residents who require trusted financial stewardship. With a career spanning since 2007 and prior experience in trust and estate departments at prominent law firms, I combine technical precision with personalized service to help clients maintain financial independence.My approach emphasizes collaboration with attorneys, investment advisors, and insurance agents to ensure comprehensive solutions tailored to each client's unique needs. By managing tasks such as tax preparation, estate planning, and cash flow accounting, I enable clients to redirect their time toward personal priorities while maintaining dignity and control over their financial lives. This commitment to client-centric service has defined my practice for over 15 years.
Services
Personal Financial Services
Tax Planning
Estate Administration
Account Management
Tax Return Preparation
Financial Consulting
Investment Coordination
Trust Services
Divorce Financial Support
Retirement Planning
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of experience in personal financial accounting since 2007
- Our team collaborates with attorneys and financial advisors for comprehensive solutions
- Specialized services for retirees and post-divorce financial transitions
- Licensed CPA with expertise in estate and tax planning documentation
- Committed to maintaining client financial independence through detailed analysis
Associations and certifications
- Certified Public Accountant
- Notary Public, State of Florida
Services
Personal Financial Services
We provide comprehensive personal financial management for retirees and post-divorce clients. Our services include cash flow management, investment coordination, and financial goal planning. With expertise in working alongside attorneys and insurance agents, we ensure clients maintain financial independence while fulfilling obligations.
Estate Administration
Our estate administration services coordinate with legal professionals to execute estate plans accurately. We handle financial documentation gathering, tax return preparation, and executor communications. This includes managing final income tax returns and estate-related financial transactions with precision.
Tax Planning
We specialize in income, estate, and gift tax planning strategies. Our approach includes data gathering for tax returns, deadline coordination with preparers, and record-keeping guidance. Services extend to household employee tax management and compliance with evolving tax regulations.
Account Management
Our account management covers receivable tracking, deposit coordination, and financial reporting. We create amortization schedules and verify third-party calculations for accuracy. This service ensures clients maintain control over financial assets while delegating administrative tasks.
Divorce Financial Support
We assist post-divorce clients with new financial responsibilities including property management and estate planning. Our services help clients unfamiliar with financial obligations through transitional periods with professional guidance and structured financial oversight.
People
Laurie A. Sloat
President
Certified Public Accountant with 15+ years of experience in personal financial services. Specializes in estate administration, tax planning, and financial coordination for retirees and post-divorce clients. Holds BS in International Business Management from SUNY Plattsburgh.
Questions
What accounting services do you specialize in?
We specialize in personal financial services, estate administration, tax planning, and post-divorce financial support for clients in Florida.
How do you assist post-divorce clients?
We help post-divorce clients manage new financial responsibilities including property interests, estate planning, and tax compliance through personalized accounting solutions.
Are you licensed in Florida?
Yes, I am a Certified Public Accountant licensed in the State of Florida with over 15 years of professional experience.
What areas do you serve?
Our primary service areas include Estero, Naples, and throughout the state of Florida for remote clients.
