Business Details
50 Years
experience
Your Trusted Partner for Accounting Services in Central Florida
Since 1976, our firm has built enduring relationships with clients across Citrus County and Central Florida by adhering to three core principles: Integrity, Quality, and Community. We provide comprehensive accounting, auditing, tax, and financial planning services tailored to individuals and businesses. Our team of certified professionals combines decades of experience with a commitment to technical excellence and continuing education. We prioritize understanding each client's unique needs to deliver actionable insights and customized solutions. As active community members, we've received multiple awards for our local service and maintain affiliations with organizations like the American Institute of CPAs and Florida Institute of CPAs.Our dual offices in Inverness and Crystal River ensure convenient access to expert financial guidance. We specialize in audits, forensic accounting, estate planning, QuickBooks support, and IRS representation. Our approach emphasizes transparency, ethical practices, and personalized attention to help clients achieve both immediate and long-term financial objectives. This dedication to service excellence has sustained our reputation as a trusted advisor since our founding. We remain committed to evolving with industry standards while maintaining the personal touch that defines our practice.
Services
Auditing Services
Forensic Accounting
Tax Preparation
Estate Planning
QuickBooks Support
IRS Representation
Business Consulting
Payroll Services
Details
- Year established: 1976
Highlights and features
- We offer 45+ years of combined experience in accounting and auditing.
- Our team includes certified QuickBooks specialists and forensic accounting experts.
- We provide personalized service with local market expertise in Citrus County.
- Our firm maintains active memberships in major accounting professional organizations.
- We've received multiple community service awards for our local contributions.
Associations and certifications
- American Institute of CPAs
- Florida Institute of Certified Public Accountants
- Intuit QuickBooks Advanced ProAdvisor
What people say
Expert accounting services
Knowledgeable staff
Reliable financial solutions
Community-focused approach
Personalized attention
Services
Auditing Services
We provide comprehensive financial statement audits with third-party verification and internal control assessments. Our process includes testing transactions, confirming balances with banks and vendors, and inventory inspections. Clients receive detailed reports confirming financial accuracy and compliance with GAAP standards.
Forensic Accounting
Our certified specialists investigate financial discrepancies, fraud, and embezzlement cases. We analyze records, prepare litigation support documentation, and provide expert testimony when required. Our services help resolve disputes and support legal proceedings with accurate financial analysis.
Estate Planning
We assist with creating comprehensive estate plans including wills, trusts, and tax strategies. Our team coordinates with legal professionals to minimize probate issues, reduce tax liabilities, and ensure proper asset distribution according to client wishes.
Tax Services
We offer year-round tax planning and preparation for individuals and businesses. Our services include strategy development to minimize tax liabilities, QuickBooks setup for businesses, and representation during IRS audits or disputes.
Business Consulting
We provide strategic guidance for business owners including financial statement analysis, payroll services, and succession planning. Our expertise helps companies maintain compliance while optimizing financial operations and growth strategies.
People
Robert C. Wardlow, III
Certified Public Accountant
With 25+ years in governmental accounting, Robert graduated from University of South Florida in 1991 and joined the firm in 1993. He specializes in audit services and community-focused financial solutions.
Jonathan Paul Cash
Certified Public Accountant
Paul brings over 25 years of experience to the firm, specializing in tax services and business consulting. He graduated from Florida State University and has been with the firm since 1993.
Kiley Beetz
Senior Accountant
Specializing in governmental accounting, Kiley joined the firm in 2013 after graduating from University of Florida. She completed her Masters in Accounting from Saint Leo University in 2017.
Mindy Gilley
Accounting/Tax Manager
With over a decade of experience, Mindy manages tax and accounting services while pursuing her Masters in Accounting. She has been with the firm since 2010.
Angi Losasso
Accounting/Tax Manager
Angi provides expert tax and payroll services with 30+ years of experience. She has specialized knowledge in income tax preparation and business accounting solutions.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, tax planning, forensic accounting, estate planning, and business consulting services for individuals and organizations.
Are you certified public accountants?
Yes, our firm includes multiple Certified Public Accountants with decades of combined experience in accounting and financial planning.
Do you serve businesses or individuals?
We serve both individuals and businesses in Central Florida with customized accounting, tax, and financial planning solutions.
What areas do you serve?
We primarily serve Citrus County and surrounding areas of Central Florida from our offices in Inverness and Crystal River.
How do you handle IRS issues?
We offer IRS representation services including audit support, tax dispute resolution, and compliance guidance from experienced professionals.
Can you help with QuickBooks?
Yes, we have Certified QuickBooks Advanced ProAdvisors who provide setup, training, and ongoing support for business accounting needs.
