Business Details
50+ Years
experience
Certified Public Accounting Services in Orlando
Our practice was founded in 1955 by Barbara L. Sims, who began providing bookkeeping and tax services to her community. Over decades, we evolved into a certified public accounting firm while maintaining a commitment to personalized service. In 1995, Kathryn V Ross, CPA, acquired the business after gaining extensive experience in public accounting and seven years with the IRS as a Revenue Agent. Our firm specializes in tax preparation, financial consulting, and elder care services, serving individuals, small businesses, and non-profits. We combine modern accounting expertise with the integrity of traditional service, offering compilation services, payroll processing, and IRS representation.With over 50 years of community trust, we address diverse financial needs from tax compliance to business planning. Our team holds advanced certifications and maintains affiliations with professional organizations like the Florida Institute of Certified Public Accountants. We prioritize client education, offering guidance on investment strategies and health insurance claims. Our practice bridges generational financial challenges, supporting retirees and non-filers alike. This enduring legacy of quality service continues to define our approach to accounting excellence.
Services
Tax Preparation
IRS Representation
Elder Care Accounting
Payroll Services
Financial Consulting
Business Planning
QuickBooks Assistance
Estate Accounting
Non-Profit Tax Returns
Health Insurance Claims
Details
- Year established: 1955
Highlights and features
- We offer 25+ years of combined IRS and public accounting experience.
- Our team provides specialized elder care financial services.
- We deliver personalized QuickBooks assistance and business planning support.
- Our CPA holds advanced degrees in accounting and business administration.
- We maintain active membership in the Florida Institute of Certified Public Accountants.
Associations and certifications
- Certified Public Accountant
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, and non-profits. Our expertise includes complex filings and IRS compliance. Clients benefit from accurate, timely submissions that maximize deductions while maintaining regulatory compliance.
IRS Representation
Our firm advocates for clients during IRS audits and collections. We specialize in resolving delinquent returns and non-filer issues. With insider knowledge of IRS procedures, we secure favorable outcomes for tax disputes.
Elder Care Accounting
We assist retirees with check writing, bank reconciliations, and investment reviews. Our services help seniors manage financial affairs while maintaining independence. We coordinate with financial advisors to ensure comprehensive care.
Payroll Services
We handle quarterly payroll tax filings and wage reporting for small businesses. Our services ensure accurate tax calculations and timely submissions. Clients receive streamlined payroll processing that reduces administrative burdens.
Business Planning
We advise on business structure selection and complete formation documents. Our planning services include financial forecasting and loan application support. New businesses gain expert guidance through every startup phase.
People
Kathryn V Ross
President & Owner
Certified Public Accountant with 20+ years of tax expertise, including seven years as IRS Revenue Agent. Holds MBA and BS in Accounting from University of LaVerne. Taught accounting at Florida Southern College for a decade.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, quarterly tax returns, financial statement preparation, and business loan assistance tailored to small business needs.
Can you help with IRS tax issues?
Yes, we offer IRS representation, non-filer compliance assistance, and resolution of delinquent tax returns with our specialized expertise.
Do you specialize in elder care financial services?
We provide check-writing assistance, investment reviews, and financial management specifically designed for retirees and senior clients.
What tax preparation services are available?
We prepare individual, corporate, partnership, and non-profit tax returns, including complex cases requiring IRS representation.
How do you support new business owners?
We offer business structure planning, start-up form completion, and ongoing financial consulting to support new entrepreneurs.
