Business Details
Trusted Accounting & Tax Services in Florida
Oliver & Company, PA & Company, PA has built a reputation as a trusted accounting and tax services provider in Brooksville, Florida. Our firm operates on three core principles: professionalism, responsiveness, and quality, delivering tailored solutions for both individual clients and businesses. With over four decades of combined experience, our team of licensed CPAs and financial professionals offers expertise in tax preparation, financial planning, estate planning, payroll services, and business advisory solutions. We stay current with evolving tax regulations to ensure compliance while maximizing deductions and credits for our clients.Our commitment extends beyond numberswe aim to understand each client's unique circumstances to provide strategic guidance that supports long-term financial success. This approach has made us a reliable partner for professionals across construction, dentistry, healthcare, law, manufacturing, and real estate industries. By integrating tax planning with personal financial management, we help clients navigate complex financial landscapes with confidence.
Services
Personal Financial Planning
Tax Preparation
Estate Planning
Payroll Services
Business Advisory
Wealth Management
Succession Planning
New Business Formation
Compilations
Cash Flow Management
Highlights and features
- Our team includes CPAs with over 40 years of combined public accounting experience.
- We provide integrated tax, financial planning, and business advisory solutions.
- Specialized expertise serving construction, healthcare, law, and manufacturing industries.
- We prioritize responsive service with personalized attention to individual client needs.
- Proven track record helping clients maximize deductions while ensuring regulatory compliance.
Associations and certifications
- CPA (Certified Public Accountant)
- Florida State Board of Accountancy
What people say
Accurate tax filings
Personalized attention
Experienced professionals
Industry-specific expertise
Timely service delivery
Services
Tax Preparation
Our professional tax preparation services cover individual and business returns, ensuring compliance with current tax laws while maximizing deductions and credits. We handle complex filings for trusts, estates, and specialized industries. With experienced CPAs staying updated on regulatory changes, clients receive accurate returns that minimize audit risks and optimize financial outcomes.
Estate Planning
Comprehensive estate planning includes asset allocation, gift tax strategies, and business succession planning to preserve wealth across generations. Our team coordinates with legal professionals to create customized plans that address client-specific family dynamics and financial goals while maintaining tax efficiency and legal compliance.
Business Advisory
We provide strategic financial guidance for business owners covering cash flow management, payroll solutions, and part-time CFO services. Our advisors help clients optimize profitability through tax planning, compilations, and operational analysis tailored to industry-specific challenges in construction, healthcare, and professional services sectors.
Wealth Management
Our wealth management services develop personalized strategies for retirement planning, investment optimization, and risk management. By integrating tax considerations with long-term financial goals, we help clients grow and preserve assets while creating structured plans for income distribution and legacy planning.
Payroll Services
We manage complete payroll processing including tax filings, wage reporting, and compliance with federal and state regulations. Our services ensure accurate employee payments, timely tax remittances, and detailed record-keeping to protect businesses from penalties while streamlining administrative operations.
People
Mary Beth Gary
Managing Director
With over 40 years in public accounting, Mary Beth holds a BS in Business Administration from Georgetown University and directs the firm's quality control. She specializes in tax planning for commercial and non-profit entities and is active in local chambers of commerce.
Pamela Nix
Director
A CPA with 20+ years of experience, Pam focuses on business and individual taxation. She graduated from St. Leo University in 2001 and became a director in 2014, bringing expertise in tax compliance and financial consulting.
Shannon Hull
Accounting Manager
As an Enrolled Agent with 20 years of experience, Shannon prepares tax returns and financial statements while providing audit and business consulting services to diverse industries including international sales operations.
Karen Dzafic
Administrative Assistant
Karen has supported the firm since 1984, managing payroll, accounts payable/receivable, and marketing initiatives with extensive institutional knowledge accumulated over 39 years of service.
Kara Lachance
Bookkeeper
Kara handles financial statements and tax preparation for clients after graduating from the University of New Hampshire with an Accounting degree in 2008 and gaining 14 years of public accounting experience.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, cash flow management, part-time CFO services, business tax preparation, and financial reporting tailored to small business needs.
How can you help with retirement planning?
Our retirement planning includes investment strategy evaluation, risk analysis, Roth IRA conversions, and customized distribution plans to meet individual retirement goals.
Do you handle business succession planning?
Yes, we create comprehensive succession plans for family businesses including ownership transfers, tax implications, and continuity strategies for smooth transitions.
What tax services are available for individuals?
We offer complete individual tax preparation, strategic tax planning to minimize liability, and specialized services for trust and estate tax filings.
Are you experienced with industry-specific accounting needs?
Our team has specialized expertise serving construction firms, dental practices, legal professionals, real estate investors, and manufacturing businesses with tailored solutions.
How do you ensure tax compliance?
We maintain compliance through continuous education on tax law changes, rigorous quality control processes, and proactive communication about regulatory updates affecting clients.
