Business Details
38 Years
experience
Emergency
services
Your Trusted Accountants in North Fort Myers
Feinstein Tax & Accounting has served North Fort Myers since 1988, providing expert tax preparation, bookkeeping, and notary services. As a family-owned firm, we prioritize personalized service, building long-term partnerships with clients ranging from small home-based businesses to large corporations. Our team combines over three decades of experience with continuous education on evolving tax laws to ensure compliance and maximize deductions. We specialize in individual and corporate tax returns, financial record keeping, and notary services for legal documents.Our commitment to professionalism and client-centric solutions has earned us a reputation for reliability and expertise. We offer remote support for traveling clients and maintain a focus on resolving tax issues efficiently. Our services are designed to save clients time and money while ensuring accurate, compliant financial management.
Services
Tax Preparation
Bookkeeping
Notary Services
Corporate Tax
Audit Preparation
Details
- Year established: 1988
Highlights and features
- 30+ years of experience serving North Fort Myers businesses and individuals
- Personalized service from a family-owned, locally operated firm
- Certified Enrolled Agent with annual IRS-mandated tax law training
- Remote support available for full-time travelers and remote clients
- Proven track record saving clients money on taxes legally since 2012
Associations and certifications
- Enrolled Agent (IRS)
What people say
Professional, helpful, insightful
Saved us money
Personalized service
Lifelong customer
Prompt detailed responses
Services
Tax Preparation
Our tax preparation services handle both simple and complex returns for individuals and businesses. We ensure compliance with current tax laws while maximizing legal deductions. Our team provides personalized guidance to help clients understand their tax situations and optimize future financial planning.
Bookkeeping
We offer comprehensive bookkeeping solutions for businesses of all sizes, including accounts payable/receivable, reconciliation, and financial statements. Our services help business owners focus on operations while maintaining accurate, organized financial records tailored to their specific needs.
Notary Services
Our certified notaries provide reliable document verification for real estate transactions, business agreements, wills, and other legal documents. We ensure proper identification and witnessing to meet all legal requirements for document validity.
Corporate Tax
Specialized corporate tax services ensure businesses remain compliant with federal and state regulations. We stay current with tax law changes to identify deductions and prevent costly errors while handling all aspects of business tax preparation.
Audit Preparation
We provide expert audit preparation and representation for individuals and businesses. Our services include organizing documentation, explaining tax positions to auditors, and ensuring compliance with all regulatory requirements during the audit process.
People
Monica Feinstein
CEO / President
Monica Feinstein, an IRS Enrolled Agent since 1987, leads our tax preparation services. With over 30 years of experience, she specializes in individual and corporate tax strategy, providing personalized solutions that save clients money while ensuring compliance.
Clayton Feinstein
Vice President
Clayton Feinstein co-founded the firm in 1988 and oversees business operations. His expertise in tax resolution and client relationship management ensures our clients receive comprehensive support for all their accounting needs.
Questions
What tax services do you offer?
We provide individual and corporate tax preparation, audit representation, and tax planning services for residents and businesses in North Fort Myers.
Are you available for remote consultations?
Yes, we offer remote services for traveling clients, including virtual consultations and digital document handling for tax and accounting needs.
How can bookkeeping help my business?
Our bookkeeping services maintain accurate financial records, improve cash flow management, and provide timely financial reporting to support business decision-making.
What notary services do you provide?
We notarize real estate documents, business agreements, wills, power of attorney, and other legal documents requiring official verification.
How do you handle tax law changes?
Our team stays current with all tax law updates through annual continuing education to ensure accurate, compliant filings for our clients.
What experience do you have with business taxes?
We've specialized in business tax preparation since 1988, handling complex corporate tax issues and helping businesses maximize deductions while maintaining compliance.
