Business Details
16 Years
experience
Your Trusted Accounting Partner in Brandon, FL
Founded in 2010, our firm builds upon over 25 years of combined experience from our lead professionals. We specialize in tax planning, accounting, bookkeeping, and IRS audit representation for businesses and individuals. Our team of certified professionals delivers personalized service with big-firm capabilities, prioritizing accuracy and client satisfaction. We leverage advanced technologies like QuickBooks to streamline financial processes and provide real-time insights. Our expertise in tax law enables strategic planning to minimize liabilities while ensuring compliance. Clients benefit from stress-free onboarding, regular consultations, and responsive support tailored to their unique needs.With deep roots in the Tampa Bay community since 1995, we combine local market knowledge with national standards of excellence. Our commitment to transparency and ethical practices has earned us a reputation as a trusted financial partner. We serve small to medium businesses and individuals, offering customized solutions that drive growth and financial stability. Our track record of successful IRS audit representation demonstrates our technical proficiency and client advocacy.
Services
Tax Planning
Bookkeeping
Payroll Services
QuickBooks Support
Tax Preparation
IRS Audit Representation
Financial Reporting
Business Tax Filing
Estate Tax Planning
Non-Profit Tax Services
Details
- Year established: 2010
Highlights and features
- We offer 25+ years of combined experience in tax and accounting services
- Our team includes a Florida-licensed CPA with national certification
- We provide personalized service with big-firm capabilities and resources
- Simple onboarding process eliminates client stress and confusion
- Regular consultations ensure strategies align with evolving business needs
Associations and certifications
- Certified Public Accountant
What people say
Top-shelf service
Best accountant
Professional and friendly
Services
Tax Planning
Our proactive tax planning services help businesses and individuals minimize liabilities through year-round strategy development. We analyze financial situations to implement legal tax-saving measures, optimize retirement plans, and structure transactions for maximum benefit. Our CPA-led approach combines deep tax code knowledge with personalized financial counseling to ensure compliance while preserving wealth.
Bookkeeping
We provide comprehensive bookkeeping solutions that maintain accurate financial records and improve business decision-making. Services include accounts payable/receivable management, bank reconciliations, payroll processing, and customized financial reporting. Our cloud-based systems offer real-time visibility into cash flow and financial performance for better business management.
QuickBooks Support
Our QuickBooks ProAdvisor services optimize accounting workflows through software customization and training. We handle setup, employee training, system maintenance, and financial reporting to maximize software benefits. Our experts ensure proper implementation of cloud-based solutions for efficient financial management and reporting.
Tax Preparation
We prepare accurate tax returns for individuals and businesses while identifying legitimate deductions and credits. Our services cover all entity types including LLCs, S-Corps, and sole proprietorships. We ensure compliance with tax regulations while minimizing liabilities through strategic filing approaches and thorough documentation.
IRS Audit Representation
Our audit representation protects clients during IRS or state tax examinations. We handle document preparation, communication with tax authorities, and strategic defense to achieve favorable outcomes. Our CPA's expertise in tax law and audit procedures helps reduce penalties and resolve disputes efficiently while safeguarding client rights.
People
Greg J. Menia
Founder
Certified Public Accountant with 25+ years of experience. Former Tax Manager at two major Tampa firms. Specializes in tax strategy, accounting, and IRS audit defense. Graduated USF 1995, CPA 1998. Serves Tampa Bay businesses since 1995.
Questions
What accounting services do you offer for small businesses?
We provide full-service bookkeeping, QuickBooks support, financial reporting, payroll processing, and customized accounting solutions tailored to small business needs.
How can you help reduce my tax liability?
Our tax planning strategies identify legal deductions, optimize retirement contributions, and structure transactions to minimize tax burdens while maintaining compliance with current regulations.
Do you handle IRS audit representation?
Yes, we provide comprehensive audit defense services including document preparation, communication with tax authorities, and strategic representation to achieve favorable outcomes.
Are your services available for individuals?
We offer personalized tax preparation, planning, and financial consulting services for individuals, including complex returns involving real estate transactions and investment portfolios.
What QuickBooks support do you provide?
We offer software setup, customization, employee training, system maintenance, and financial reporting services to maximize QuickBooks' benefits for business owners.
