Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Tierra Verde
Since 1974, our firm has provided comprehensive accounting, tax, and financial planning services to individuals and small-to-medium businesses. With over four decades of experience, we prioritize personalized attention, affordability, and client education to help clients reduce tax burdens, increase wealth, and achieve financial goals. Our commitment to quality service has fostered long-term relationships, with 95% of new business stemming from client referrals.We leverage our expertise in bookkeeping, debt management, and consulting to deliver tailored solutions that maximize client success. Our Tax Center and financial calculators offer additional resources to support informed financial decisions. By maintaining transparency and focusing on client needs, we aim to be a trusted partner in financial health and business growth.
Services
Accounting Services
Tax Services
Financial Planning
Debt Management
Computer Consulting
Bookkeeping
Tax Center
Financial Calculators
Consulting Services
Personalized Financial Solutions
Details
- Year established: 1974
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team provides personalized attention to every client.
- 95% of our new business comes from client referrals.
- We deliver affordable pricing without compromising quality.
- Our services include comprehensive financial planning and debt management.
Associations and certifications
- American Institute of CPAs
- FL Society of CPAs
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting for businesses. We help clients maintain compliance, track performance, and make data-driven decisions. With decades of experience, we ensure precision and clarity in every financial statement we prepare.
Tax Services
We offer comprehensive tax preparation and planning solutions for individuals and businesses. Our expertise reduces tax liabilities while ensuring compliance with evolving regulations. Clients benefit from strategic year-round tax advice to optimize savings and avoid penalties.
Financial Planning
Our financial planning services help clients achieve long-term goals through personalized strategies. We analyze current financial status, create investment plans, and monitor progress toward retirement, education, or business growth objectives.
Debt Management
We develop customized debt reduction plans to improve clients' financial health. Our approach includes budget analysis, creditor negotiation, and structured repayment strategies to eliminate debt efficiently and sustainably.
Computer Consulting
Our computer consulting services optimize business technology systems for accounting efficiency. We implement software solutions, ensure data security, and provide technical support to streamline financial operations and improve productivity.
People
David J. Strickler
CPA
David J. Strickler is a certified public accountant with over 40 years of experience serving individuals and businesses in Tierra Verde, FL. He specializes in tax strategy, financial planning, and accounting solutions.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, financial reporting, payroll processing, and business advisory services tailored to small and medium-sized businesses.
How can you help reduce my tax burden?
Our tax planning strategies identify deductions, credits, and timing opportunities to legally minimize tax liabilities while ensuring compliance with federal and state regulations.
Do you work with individual clients only?
No, we serve both individuals and businesses, offering customized financial solutions for personal wealth management and corporate accounting needs.
How do I check my tax refund status?
Visit our Tax Center online or contact us directly for assistance tracking your federal or state tax refund status.
What financial planning tools are available?
Our website features interactive financial calculators to help plan retirement savings, investment growth, and debt repayment strategies.
