Business Details
39 Years
experience
Trusted Accounting & Tax Services in Naples, FL
Established in 1987, our firm provides comprehensive accounting and tax solutions tailored to small businesses and high net worth individuals. With over 35 years of experience, we specialize in small business accounting, tax preparation, payroll services, and retirement planning. Our team includes licensed CPAs and an IRS Enrolled Agent, ensuring expertise in navigating complex tax matters. We are committed to maintaining the highest professional standards through triennial peer reviews by the AICPA. Our clientele spans diverse industries, including healthcare, hospitality, and retail, reflecting our adaptability to varied financial needs.We prioritize client relationships, offering personalized guidance to support long-term financial success. Our services extend to business formation, sales tax compliance, and QuickBooks management, streamlining financial operations for entrepreneurs. Backed by memberships in the AICPA and Florida Institute of CPAs, we combine technical proficiency with a client-centric approach. Whether addressing tax problems or planning for retirement, we deliver actionable insights tailored to individual goals. Our dedication to excellence has solidified our reputation as a trusted partner for businesses in Florida and beyond.
Services
New Business Formation
Small Business Accounting
QuickBooks Payroll
Sales Tax Compliance
Tax Preparation
Tax Planning
Tax Problem Resolution
Retirement Planning
Certifying Acceptance Agent
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of specialized accounting and tax experience.
- Our team includes licensed CPAs and an IRS Enrolled Agent.
- We undergo triennial peer reviews ensuring professional standards.
- Specializing in small businesses and high net worth individuals.
- Comprehensive services spanning tax, payroll, and business formation.
Associations and certifications
- AICPA Peer Review Program
Services
Small Business Accounting
We manage monthly/quarterly bookkeeping, bank reconciliations, income statements, and balance sheets to ensure accurate financial reporting. Our services help businesses track cash flow, detect fraud, and maintain audit-ready records. Clients gain actionable insights for strategic decision-making and tax preparation.
Tax Preparation
Our team prepares and files federal, state, and local tax returns for individuals and businesses. We optimize deductions, ensure compliance, and minimize liabilities. With expertise in complex tax scenarios, we handle audits, cross-border filings, and multi-jurisdictional requirements efficiently.
Payroll Services
We handle payroll processing, tax filings, and compliance with labor laws to reduce administrative burdens. Services include wage calculations, direct deposits, W-2 processing, and year-end tax reporting. Clients save time while avoiding costly payroll tax penalties.
New Business Formation
We assist with entity selection, EIN registration, and compliance setup for startups. Our guidance covers tax implications, cost controls, and legal structures to establish a solid financial foundation. We ensure new businesses meet all regulatory requirements from inception.
Sales Tax Compliance
We determine sales tax obligations, register businesses with appropriate agencies, and manage ongoing filings. Our expertise covers nexus requirements, multi-state compliance, and audit defense to mitigate risks for businesses operating in Florida and beyond.
People
Victor J. Mazzella
CPA
With over 35 years of experience, Victor specializes in small business accounting and tax planning. He graduated Cum Laude from Manhattan College and holds CPA licenses in New York and Florida. His expertise spans diverse industries, including healthcare and hospitality.
James A. Mazzella
CPA, IRS Enrolled Agent
James holds an MS in Accounting and is one of the IRS's highest-credentialed Enrolled Agents. Licensed in Florida, he specializes in complex tax matters and represents clients before the IRS. His credentials include peer-reviewed AICPA standards.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including bookkeeping, financial statements, payroll processing, and QuickBooks management tailored to small business needs.
How can you help with tax problem resolution?
Our licensed CPAs and IRS Enrolled Agent specialize in resolving tax liens, audits, and compliance issues with strategic, personalized solutions.
Do you assist with new business formation?
Yes, we guide clients through entity selection, registration, and tax compliance to establish businesses confidently and correctly.
Are your services available for individuals?
We offer tax planning, retirement strategies, and personal financial consulting to help individuals achieve long-term fiscal goals.
How do you ensure compliance with sales tax regulations?
We help businesses determine tax obligations, register for permits, and maintain compliance with Florida and multi-state sales tax requirements.
