Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services in Jacksonville, FL
As your Certified Public Accountant, we are committed to your success. We make it our business to know you and your business well enough to improve your bottom line. For over 40 years, our team has provided high-quality client service with a focus on responsiveness and individual attention. As your business partner, we understand your need to save time and will work with you to find effective solutions for your nonprofit, business, or individual needs. We strive to build and maintain long-lasting professional relationships, with tax, assurance, accounting, and consulting services designed to support the financial health of all our clients. Our firm, founded in 1975 by three brothers, has grown to a staff of over 15.While our two offices are located in Jacksonville and Fernandina Beach, Florida, we service clients throughout the country and abroad by leveraging traditional and next-gen communication methods. We continually invest in new technologies for the benefit of our clients, but the real difference-maker we offer is our diverse and experienced staff. With years of experience in public accounting, including the Big 4, international accounting, and public industry, our staff provides technical guidance and practical expertise to properly implement sound accounting and business concepts.
Services
Audits
Tax Planning
Bookkeeping
Payroll Services
IRS Representation
Succession Planning
Estate Planning
Litigation Support
Details
- Year established: 1975
Highlights and features
- We have over 40 years of experience in certified public accounting.
- Our team includes former Big 4 accounting professionals.
- We provide personalized service with individual attention.
- We service clients nationwide and internationally.
- We combine cutting-edge technology with practical business expertise.
Services
Audits
Our audit services provide independent examination of financial statements to ensure accuracy and compliance. We deliver comprehensive insights to enhance business decision-making. Our experienced CPAs follow rigorous standards to maintain audit integrity.
Tax Planning
We develop customized tax planning strategies to minimize liabilities while maintaining compliance. Our team stays current with evolving tax regulations to optimize client savings. Services include year-round tax advisory and compliance preparation.
Bookkeeping
We maintain accurate financial records through comprehensive bookkeeping services. Our systems ensure timely tracking of income, expenses, and financial transactions. We implement modern accounting software solutions for improved efficiency and reporting capabilities.
IRS Representation
Our CPAs provide professional representation during IRS audits and tax disputes. We handle communication with tax authorities and develop resolution strategies. Our expertise reduces stress and ensures proper handling of tax-related issues.
Succession Planning
We help businesses create effective succession plans for leadership transitions. Our services include valuation analysis, tax implications assessment, and implementation strategies. We ensure continuity and long-term stability for business owners and stakeholders.
People
Terry B. Farmand
CPA
With decades of public accounting experience, Terry B. Farmand provides expert financial guidance to businesses and individuals. His expertise spans tax strategy, audit services, and business consulting.
Mike B. Farmand
CPA
Mike B. Farmand brings extensive accounting knowledge to our firm, specializing in assurance services and business advisory. He focuses on delivering practical solutions for complex financial challenges.
Cheryl F. Leddy
CPA
Cheryl F. Leddy offers specialized expertise in tax compliance and financial reporting. She works closely with clients to develop strategic financial plans that align with business objectives.
Brandon P. Farmand
CPA
Brandon P. Farmand provides comprehensive accounting services with a focus on emerging businesses. His experience includes startup financial structuring and growth strategy development.
Patrick J. Leddy
CPA
Patrick J. Leddy specializes in business consulting and succession planning. He helps clients navigate complex financial transitions while maintaining regulatory compliance.
Questions
What accounting services do you offer?
We provide audits, tax planning, bookkeeping, payroll services, IRS representation, and business advisory services for individuals and organizations.
How long have you been in business?
Our firm has served clients since 1975, providing accounting services for over 40 years with a focus on personalized attention.
What makes your firm different from other accounting firms?
We combine Big 4 accounting experience with personalized service, leveraging technology while maintaining direct client relationships through our experienced staff.
Do you work with clients outside Florida?
Yes, while based in Jacksonville and Fernandina Beach, Florida, we serve clients nationwide and internationally through modern communication methods.
