Business Details
Trusted Accounting Services in Sarasota, FL
Suplee & Shea has been delivering personalized financial guidance to individuals and businesses in Sarasota for decades. Our expertise spans tax planning, accounting services, audits, and financial strategy, with a commitment to high standards and client-focused solutions. By combining seasoned professionals with a team-oriented approach, we ensure every client receives tailored analysis and attention.Our mission prioritizes proactive financial planning to maintain client viability while achieving long-term goals through transparent communication and rigorous research. This dedication to excellence has earned us enduring trust within the local business community.
Services
Tax Planning
Accounting Services
Advisory Services
Audits
Estate Planning
QuickBooks Help
Entity Selection
IRS Representation
Agricultural Tax
Funeral Home Tax
Highlights and features
- We offer decades of experience in accounting and tax services since 1974.
- Our team provides personalized financial strategies tailored to client needs.
- We specialize in audits, tax planning, and industry-specific accounting solutions.
- Our professionals hold CPA certifications and active industry leadership roles.
- We prioritize transparent communication and community-focused service excellence.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions, credits, and compliance strategies. We analyze financial situations to create optimized tax-saving plans while ensuring adherence to evolving regulations. Clients benefit from proactive year-round planning to maximize refunds and reduce audit risks.
Accounting Services
We offer comprehensive accounting solutions including bookkeeping, financial statement preparation, and system setup for businesses of all sizes. Our services ensure accurate record-keeping, timely reporting, and tailored financial insights to support informed decision-making for growing enterprises and established corporations.
Advisory Services
Our advisory team provides strategic guidance on entity selection, financial projections, and operational efficiency improvements. We help businesses implement accounting software, optimize cash flow, and navigate regulatory changes with data-driven recommendations tailored to specific industry challenges and growth objectives.
Audits
We conduct thorough financial audits to verify account accuracy, ensure regulatory compliance, and enhance credibility with stakeholders. Our CPAs perform detailed examinations of records, transactions, and internal controls to provide assurance and actionable improvement recommendations for businesses requiring highest-level financial verification.
Estate Planning
Our estate planning services focus on minimizing tax burdens through trust creation, will preparation, and asset distribution strategies. We help clients ensure smooth wealth transfer while complying with complex tax laws, providing peace of mind for families and business succession planning.
People
T. Raymond Suplee
Chairman of the Board
Certified Public Accountant since 1974 with expertise in individual and business taxation. Active community leader serving multiple Sarasota organizations.
Norman J. Shea
President
Third-generation CPA specializing in corporate taxation and business strategy with 40+ years of Florida financial landscape experience.
Thomas R. Cramer
Vice President
1985 CPA graduate focusing on financial audits and accounting oversight with leadership roles in professional organizations.
Jay D. Miller
Managing Shareholder
2007 CPA with expertise in tax compliance and staff mentorship, serving on multiple Florida accounting industry boards.
Candy L. Kessel
Treasurer
1989 USF graduate specializing in estate and corporate taxation with leadership roles in Florida and national accounting associations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax compliance, financial reporting, and strategic advisory services tailored to small business needs in Sarasota and surrounding areas.
Do you specialize in tax planning for specific industries?
Yes, we offer specialized tax services for agricultural businesses, funeral homes, and professional practices with industry-specific expertise.
Can you assist with IRS audit representation?
Our CPAs provide professional IRS audit representation, ensuring accurate documentation and advocacy during tax authority examinations.
Do you offer QuickBooks setup and support?
We provide QuickBooks installation, customized setup, training, and ongoing support to optimize accounting efficiency for businesses.
What estate planning services are available?
We help clients minimize tax liabilities through trust creation, will preparation, and asset transfer strategies aligned with current tax laws.
