Oliver

Our Mission

Oliver & Company, PA is a trusted accounting and tax firm serving Brooksville and Citrus County. We are dedicated to providing personalized, professional services that empower our clients to achieve financial success and overcome their financial challenges.

Our Values

Our firm operates under three core values:

• Professionalism: We maintain the highest ethical standards and deliver accurate, reliable services.
• Responsiveness: We value open communication and prompt attention to client needs.
• Quality: We strive to deliver exceptional results by exceeding expectations.

The Oliver & Company Advantage

We believe in building lasting relationships with our clients. We take the time to understand your unique financial goals and circumstances, ensuring our recommendations are tailored to your individual needs. We also provide:

• Personalized attention: You'll work directly with a dedicated accountant who will become familiar with your financial situation and goals.
• Accessible communication: We prioritize open communication and clear explanations.
• Proactive solutions: We are committed to anticipating and addressing your financial concerns proactively.

Our Services

Our comprehensive services encompass all aspects of individual and business financial planning.

Individual Services

• Personal Financial Planning
• Retirement Planning
• Estate Planning & Wealth Management
• Individual Tax Preparation & Planning
• Tax Strategies & Consulting

Business Services

• Small Business Accounting & Payroll
• Part-Time CFO Services
• Compilations & Cash Flow Management
• Business Advisory & Consulting
• Succession Planning & New Business Formation
• Tax Services for Businesses & Individuals

Our Commitment

At Oliver & Company, PA, we are committed to helping you achieve financial success. We are passionate about providing exceptional client service and building long-term relationships with our clients.