Business Details
35 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
For years, Rudolph & Shivers has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. We are one of the leading firms in and throughout the area, combining expertise, experience, and a team-oriented approach to ensure every client receives close analysis and attention. Our dedication to high standards, hiring of seasoned tax professionals, and strong work ethic have earned us a loyal client base. Our mission is to help clients maintain financial viability in the present while proactively addressing future goals through open communication and sound analysis.We have been a staple of the local business community for years, earning respect through hard work, talent, and responsiveness. Our clients receive competent and timely advice, whether they are current or prospective. Our team includes certified professionals with extensive experience in accounting, taxation, and financial planning. We serve a diverse clientele, including high-income individuals, medical practices, real-estate professionals, and non-profit organizations. Our commitment to excellence and professionalism has solidified our reputation as a trusted financial partner in the community.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Payroll Services
QuickBooks Assistance
Business Valuation
Financial Projections
Debt Advising
Entity Selection
Details
- Year established: 1991
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team includes certified professionals with industry-specific expertise.
- We provide personalized financial planning tailored to client goals.
- We combine thorough research with sound analysis for accurate solutions.
- Our dedication to transparency and client satisfaction ensures long-term partnerships.
Services
Tax Management
Our tax management services guide clients through tax planning and preparation, minimizing liabilities and maximizing cash flow. We stay updated on evolving tax laws to optimize opportunities for individuals and businesses. Our expertise ensures accurate compliance with federal, state, and local regulations while supporting long-term financial goals.
Accounting Services
We provide accurate record-keeping, financial reporting, and system setup for startups and established businesses. Our services include general ledger preparation, payroll processing, and cash flow forecasting. We help clients maintain profitability by offering insights into cost-containment, tax planning, and investment strategies tailored to their operational needs.
Estate Planning
Our estate and trust planning services ensure smooth asset transfer while minimizing tax burdens. We assist individuals and businesses in creating comprehensive plans to avoid complications during succession. Our strategies align with evolving tax laws to protect beneficiaries' interests and preserve financial legacies.
IRS Representation
We offer professional representation during IRS audits, leveraging our experience with tax authorities to resolve issues efficiently. Our team addresses inquiries, negotiates settlements, and ensures compliance with federal and state regulations. Clients receive proactive guidance to mitigate risks and reduce audit-related stress.
QuickBooks Assistance
We provide QuickBooks training, installation, and system optimization to improve financial efficiency. Our support includes setup, troubleshooting, and monthly reviews to ensure accurate reporting. We help businesses maximize software capabilities for better budgeting, payroll management, and real-time financial insights.
People
James N. Rudolph
CPA
James Rudolph, a University of Florida graduate, has over 20 years of experience in accounting and taxation. He specializes in corporate, partnership, and high-income individual tax planning, along with financial and estate planning. A member of AICPA and FICPA, he prioritizes personalized client service.
Eric R. Shivers
CPA
Eric Shivers brings expertise in tax compliance, business consulting, and accounting systems. With prior experience in nonprofit finance and public accounting, he focuses on medical practices and real-estate professionals. He is a member of AICPA and FICPA, emphasizing client-centric financial strategies.
Carrie Brown
Enrolled Agent
Carrie Brown specializes in tax preparation and advisory services for individuals and businesses. With experience in public accounting, she serves medical practices, law firms, and non-profits. A member of the National Society of Enrolled Agents, she prioritizes accuracy and client education.
Questions
What accounting services do you offer?
We provide tax management, financial reporting, payroll processing, QuickBooks support, estate planning, and IRS representation for individuals and businesses.
Do you specialize in specific industries?
Yes, we serve medical practices, real-estate professionals, non-profits, law firms, and high-income individuals with tailored financial solutions.
How do you handle tax compliance for businesses?
We ensure accurate federal, state, and local tax filings while optimizing deductions and minimizing liabilities through proactive planning.
Can you assist with QuickBooks setup and training?
Yes, we offer installation, system configuration, personalized training, and monthly reviews to maximize QuickBooks efficiency for your business.
What is your approach to estate planning?
We create customized plans to ensure smooth asset transfer, minimize tax burdens, and align with evolving legal requirements for individuals and businesses.
Do you provide IRS audit representation?
Yes, our team offers professional audit support to resolve tax disputes and ensure compliance with federal and state regulations.
