Business Details
37 Years
experience
Your Trusted Accounting and Business Advisory Partner in Clearwater, FL
Since 1989, Business Advisory & Accounting Partners has been a trusted provider of proactive financial guidance for businesses and individuals in Clearwater, FL, and the Tampa Bay area. Our firm specializes in aligning tax strategies with client goals, offering tailored business advisory services that extend beyond traditional accounting. With expertise in tax planning, financial statement preparation, and strategic business consulting, we focus on building long-term value for our clients.Our team of certified professionals prioritizes open communication, thorough analysis, and personalized solutions to enhance financial viability. We distinguish ourselves by acting as strategic partners rather than mere service providers, helping clients navigate complex financial landscapes while maintaining compliance and optimizing returns. Our commitment to excellence has earned us a reputation as a reliable advisor for small businesses and individuals seeking sustainable growth.
Services
Business Advisory
Tax Planning
Accounting Services
Bookkeeping
Financial Statements
Payroll Processing
Cash Flow Forecasting
Tax Credits Analysis
Succession Planning
Audit Support
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of proactive tax and business advisory experience since 1989
- Our personalized approach tailors strategies to each client's unique business goals
- We provide comprehensive services spanning tax planning, accounting, and business strategy
- Our team includes certified professionals with expertise in financial statement analysis
- Clients benefit from our proactive approach to identifying tax credits and deductions
What people say
Exceptional service
Saved us money
Proactive approach
Personalized guidance
Industry expertise
Services
Business Advisory
Our business advisory services provide tailored guidance to help companies achieve financial growth and operational efficiency. We develop customized strategies that align with your specific business goals, focusing on tax optimization, expense management, and long-term value creation. Our proactive approach helps clients make informed decisions that enhance profitability and sustainability.
Tax Planning
We offer comprehensive tax planning services that go beyond basic compliance to maximize savings and optimize financial outcomes. Our team analyzes your unique situation to identify deductions, credits, and strategic opportunities that reduce tax liability while supporting business growth. We maintain year-round tax guidance to ensure ongoing optimization.
Accounting Services
Our accounting services ensure accurate financial records and meaningful reporting for informed decision-making. We handle general ledger maintenance, financial statement preparation, and system setup to provide clear visibility into business performance. Our expertise helps clients maintain compliance while understanding their financial position.
Payroll Processing
We streamline payroll operations through customized solutions that meet business needs while ensuring compliance with tax regulations. Our services include payroll tax reporting, W-2/1099 preparation, and integration with accounting systems. We help businesses reduce administrative burdens while maintaining accurate employee compensation records.
Cash Flow Forecasting
Our cash flow forecasting services help businesses maintain financial stability and plan for growth. We analyze income and expenses to create accurate projections that support strategic decision-making. This service enables clients to anticipate financial needs, manage working capital, and optimize business operations for sustained success.
People
Mark Martukovich
Managing Partner
With decades of experience, Mark leads strategic advisory services and business growth initiatives. He specializes in tax-efficient planning and financial strategy for small businesses across various industries in the Tampa Bay area.
Rose Martukovich
Partner, Operations and Accounting Director
Rose oversees accounting operations and client financial reporting. Her expertise includes process optimization, tax compliance, and business advisory services that help clients improve profitability and operational efficiency.
Lisa M. Raponi
Partner, Tax Manager
Lisa specializes in tax strategy and compliance for businesses and individuals. She focuses on maximizing tax savings through strategic planning and ensuring accurate reporting for clients in diverse industries.
Jensen Chatman
Partner, Tax Manager
Jensen provides expert tax advisory services with a focus on small business needs. Her experience includes tax return preparation, compliance, and strategic planning to optimize financial outcomes for clients.
Michael Read
Senior Business Advisor
Michael offers comprehensive business advisory services, including financial analysis and strategic planning. He helps clients understand complex financial concepts and implement solutions that drive business growth and stability.
Questions
How do I sell my company for maximum profit?
We help business owners prepare for exit through strategic planning, financial optimization, and tax-efficient structuring to maximize sale proceeds.
How should I classify employees vs. contractors?
Our tax experts analyze work relationships to determine proper classification while ensuring compliance with IRS guidelines and minimizing potential liabilities.
What home office deductions can I claim?
We identify qualifying home office expenses and calculate allowable deductions using IRS-approved methods to maximize tax savings.
Is a C-Corp the right structure for my business?
We evaluate your business needs and recommend optimal entity structures, including C-Corps, considering tax implications and growth objectives.
Can I write off healthcare costs as a business owner?
We identify available healthcare-related tax deductions and credits based on your business structure and coverage arrangements.
Do I need a separate business checking account?
We strongly recommend maintaining separate accounts for accurate financial reporting, compliance, and protection of personal assets.
